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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 %
6M
851
6 Meridian
Kansas
$5.37M -$73.2K -129 -1%
AMI
852
Amica Mutual Insurance
Rhode Island
$5.36M -$821K -1,446 -13%
BAMF
853
BI Asset Management Fondsmaeglerselskab
Denmark
$5.35M -$7.56M -13,321 -59%
CC
854
Courier Capital
New York
$5.32M -$151K -266 -3%
CWG
855
Cornerstone Wealth Group
North Carolina
$5.32M +$5.32M +9,378 New
HR
856
Howe & Rusling
New York
$5.31M +$528K +930 +11%
HDIM
857
Hanson & Doremus Investment Management
Vermont
$5.31M -$80K -141 -1%
OIA
858
Optimum Investment Advisors
Illinois
$5.3M +$19.9K +35 +0.4%
TCOO
859
Trust Company of Oklahoma
Oklahoma
$5.29M -$207K -365 -4%
DWM
860
Dakota Wealth Management
Florida
$5.28M +$354K +624 +7%
ESBC
861
E.S. Barr & Co
Kentucky
$5.28M
WAC
862
William Allan Corp
Colorado
$5.27M +$5.27M +9,281 New
HWA
863
HCR Wealth Advisors
California
$5.26M -$133K -235 -2%
FTDI
864
First Trust Direct Indexing
Massachusetts
$5.26M -$63K -111 -1%
Rafferty Asset Management
865
Rafferty Asset Management
New York
$5.25M -$1.12M -1,969 -18%
AAM
866
Auxier Asset Management
Oregon
$5.24M -$97.6K -172 -2%
MYAM
867
Meiji Yasuda Asset Management
Japan
$5.23M +$536K +945 +11%
SWIG
868
Strategic Wealth Investment Group
Kentucky
$5.23M +$536K +944 +11%
FFN
869
Focus Financial Network
Minnesota
$5.21M +$526K +926 +11%
AF
870
Arrow Financial
New York
$5.19M -$494K -870 -9%
EGM
871
Engineers Gate Manager
New York
$5.18M +$3.85M +6,789 +291%
AAS
872
Annex Advisory Services
Wisconsin
$5.15M +$991K +1,745 +24%
1IA
873
1834 Investment Advisors
Wisconsin
$5.15M -$213K -375 -4%
HCA
874
Harbour Capital Advisors
Virginia
$5.15M -$1.7K -3 -0%
GCM
875
Geneva Capital Management
Wisconsin
$5.15M -$124K -218 -2%