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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 %
IAIM
1001
International Assets Investment Management
Florida
$3.88M +$1.49M +2,619 +62%
MYLI
1002
Meiji Yasuda Life Insurance
Japan
$3.88M -$181K -318 -4%
FC
1003
Ferris Capital
Massachusetts
$3.88M
MMG
1004
Monetary Management Group
Missouri
$3.86M +$82.3K +145 +2%
AIM
1005
Alhambra Investment Management
Florida
$3.84M -$110K -194 -3%
NFG
1006
Next Financial Group
Texas
$3.81M -$277K -487 -7%
GCA
1007
Guardian Capital Advisors
Ontario, Canada
$3.8M +$15.8K +30 +0.4%
CI
1008
Ceera Investments
Texas
$3.8M -$3.41K -6 -0.1%
MSFS
1009
Main Street Financial Solutions
Pennsylvania
$3.79M +$39.2K +69 +1%
SCA
1010
Strategic Capital Advisers
Colorado
$3.79M +$92.5K +163 +3%
GI
1011
GS Investments
Minnesota
$3.79M -$2.27K -4 -0.1%
SC
1012
Savant Capital
Illinois
$3.76M +$160K +281 +4%
MA
1013
Mutual Advisors
Nebraska
$3.76M +$110K +194 +3%
CFM
1014
Capricorn Fund Managers
United Kingdom
$3.75M +$3.75M +6,598 New
TAM
1015
Townsend Asset Management
North Carolina
$3.74M +$88K +155 +2%
FLI
1016
Family Legacy Inc
South Carolina
$3.74M +$72.6K +139 +2%
DCM
1017
Dupont Capital Management
Delaware
$3.74M -$803K -1,415 -18%
SB
1018
Simmons Bank
Arkansas
$3.73M -$60.2K -106 -2%
HW
1019
Hedeker Wealth
Illinois
$3.73M -$33.5K -59 -0.9%
SIM
1020
Stratos Investment Management
Ohio
$3.71M -$88.6K -156 -2%
MFM
1021
MD Financial Management
Ontario, Canada
$3.71M +$263K +464 +8%
Fidelity International
1022
Fidelity International
Bermuda
$3.7M +$3.7M +6,512 New
ABLA
1023
Alan B. Lancz & Associates
Ohio
$3.7M +$3.7M +6,512 New
MCA
1024
Martin Capital Advisors
Texas
$3.7M +$3.7M +6,513 New
IWM
1025
IHT Wealth Management
Illinois
$3.68M +$41.4K +73 +1%