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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 %
AUB
1026
Atlantic Union Bankshares
Virginia
$3.68M -$151K -266 -4%
HCM
1027
Highlander Capital Management
New Jersey
$3.67M
RPC
1028
Rossmore Private Capital
Connecticut
$3.67M +$28.4K +50 +0.8%
GWM
1029
GSB Wealth Management
Connecticut
$3.66M +$2.19M +3,855 +149%
AF
1030
Allworth Financial
California
$3.66M +$499K +880 +16%
WOC
1031
West Oak Capital
California
$3.65M -$190K -335 -5%
WA
1032
WBH Advisory
Maryland
$3.64M -$224K -395 -6%
CCM
1033
Cohen Capital Management
California
$3.64M -$28.4K -50 -0.8%
MRCM
1034
M&R Capital Management
New Jersey
$3.64M +$19.9K +35 +0.5%
MWM
1035
Mission Wealth Management
California
$3.63M -$136K -239 -4%
QT
1036
Quantbot Technologies
New York
$3.62M +$3.62M +6,376 New
BAAM
1037
Baker Avenue Asset Management
California
$3.61M +$292K +514 +9%
SRG
1038
SBB Research Group
Illinois
$3.58M +$3.58M +6,303 New
TU
1039
TDAM USA
Ontario, Canada
$3.58M -$54.5K -96 -2%
RP
1040
Rowlandmiller & Partners
Georgia
$3.57M -$33.5K -59 -0.9%
BWL
1041
Bogart Wealth LLC
Virginia
$3.56M +$434K +764 +14%
RWA
1042
RGT Wealth Advisors
Texas
$3.55M -$191K -336 -5%
OCM
1043
Orleans Capital Management
Louisiana
$3.55M +$27.3K +48 +0.8%
BAM
1044
Blueshift Asset Management
New Jersey
$3.55M -$5.82M -10,249 -62%
CAM
1045
Covenant Asset Management
New Jersey
$3.55M
FC
1046
FORA Capital
Florida
$3.54M -$474K -834 -12%
TP
1047
Tranquility Partners
Tennessee
$3.54M +$34.1K +60 +1%
VIA
1048
Vident Investment Advisory
Georgia
$3.53M +$49.9K +88 +1%
WP
1049
Waycross Partners
Kentucky
$3.53M +$478K +842 +16%
LPARFS
1050
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$3.52M +$369K +650 +12%