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Costco

2,800 hedge funds and large institutions have $169B invested in Costco in 2021 Q4 according to their latest regulatory filings, with 461 funds opening new positions, 1,022 increasing their positions, 965 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,800
Holders Change
+357
Holders Change %
+14.61%
% of All Funds
43.24%
Holding in Top 10
231
Holding in Top 10 Change
+79
Holding in Top 10 Change %
+51.97%
% of All Funds
3.57%
New
461
Increased
1,022
Reduced
965
Closed
67
Calls
$5.14B
Puts
$5.55B
Net Calls
-$404M
Net Calls Change
+$68.7M
Name Holding Trade Value Shares
Change
Shares
Change %
EBT
801
Enterprise Bank & Trust
Massachusetts
$6M -$151K -266 -2%
P
802
Pitcairn
Pennsylvania
$5.99M -$197K -347 -3%
SWA
803
Stratos Wealth Advisors
Ohio
$5.99M +$509K +897 +9%
RMCM
804
Reynders McVeigh Capital Management
Massachusetts
$5.99M -$164K -289 -3%
WCM
805
Weik Capital Management
Pennsylvania
$5.97M -$164K -288 -3%
TYCC
806
Texas Yale Capital Corp
Florida
$5.95M +$96.5K +170 +2%
BCM
807
BTR Capital Management
California
$5.93M -$194K -341 -3%
KWMG
808
King Wealth Management Group
Florida
$5.91M +$151K +266 +3%
GT
809
Greenleaf Trust
Michigan
$5.88M +$301K +530 +5%
HIMC
810
Heritage Investors Management Corp
Maryland
$5.87M -$17.6K -31 -0.3%
CK
811
Cohen Klingenstein
New York
$5.85M
TC
812
Tsai Capital
New York
$5.84M -$334K -588 -5%
BSW
813
Buckingham Strategic Wealth
Missouri
$5.83M -$90.8K -160 -2%
TC
814
TownSquare Capital
Utah
$5.83M -$532K -937 -8%
PFS
815
Prospera Financial Services
Texas
$5.78M +$714K +1,256 +14%
GAM
816
Gemmer Asset Management
California
$5.77M -$23.3K -41 -0.4%
SIA
817
Schechter Investment Advisors
Michigan
$5.77M +$5.77M +10,162 New
NW
818
NewEdge Wealth
Pennsylvania
$5.77M +$457K +805 +9%
BOS
819
Bank of Stockton
California
$5.76M -$200K -352 -3%
MWM
820
Minot Wealth Management
Massachusetts
$5.76M -$69.3K -122 -1%
WWM
821
Western Wealth Management
Colorado
$5.75M +$5.75M +10,134 New
B
822
Bensler
Washington
$5.75M +$5.75M +10,125 New
BAM
823
Belpointe Asset Management
Nevada
$5.74M -$680K -1,198 -11%
FAIM
824
Financial Advocates Investment Management
Washington
$5.74M +$634K +1,411 +12%
OCM
825
One Capital Management
California
$5.72M +$4.92M +8,667 +614%