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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 %
MFS
1126
Madrona Financial Services
Washington
$3.06M -$10.2K -18 -0.3%
LWAC
1127
Laurel Wealth Advisors (California)
California
$3.06M +$1.35M +2,380 +79%
WSTAM
1128
Wilbanks Smith & Thomas Asset Management
Virginia
$3.04M +$21K +37 +0.7%
EFS
1129
Essex Financial Services
Connecticut
$3.04M +$779K +1,372 +35%
ATWA
1130
Arbor Trust Wealth Advisors
Michigan
$3.03M +$104K +184 +4%
AAM
1131
Ascension Asset Management
New York
$3.02M -$28.4K -50 -0.9%
CRWM
1132
Castle Rock Wealth Management
California
$3M -$350K -727 -10%
CF
1133
Centaurus Financial
California
$2.99M -$40.3K -71 -1%
GRQ
1134
Gardner Russo & Quinn
Pennsylvania
$2.99M
TMAM
1135
Tokio Marine Asset Management
Japan
$2.99M +$90.8K +160 +3%
DCM
1136
Decatur Capital Management
Georgia
$2.99M -$31.8K -56 -1%
RCA
1137
Resonant Capital Advisors
Wisconsin
$2.98M +$118K +207 +4%
FIM
1138
Freedom Investment Management
Connecticut
$2.98M +$19.3K +34 +0.7%
AWM
1139
Avior Wealth Management
Nebraska
$2.98M +$388K +684 +15%
TGAM
1140
TBH Global Asset Management
Tennessee
$2.96M -$57.9K -102 -2%
O
1141
Ossiam
France
$2.96M -$309K -545 -9%
PP
1142
Palladium Partners
Virginia
$2.96M -$22.7K -40 -0.8%
JWCA
1143
J.W. Cole Advisors
Florida
$2.95M +$372K +655 +14%
VIP
1144
Vantage Investment Partners
Missouri
$2.95M +$462K +814 +19%
BWM
1145
BNC Wealth Management
Oregon
$2.94M +$135K +238 +5%
GD
1146
Grandfield & Dodd
New York
$2.94M -$42K -74 -1%
SCM
1147
SOL Capital Management
Maryland
$2.94M -$4.54K -8 -0.2%
MWM
1148
Madison Wealth Management
Ohio
$2.94M +$14.2K +25 +0.5%
ITIM
1149
Indiana Trust & Investment Management
Indiana
$2.93M +$18.2K +32 +0.6%
KC
1150
Kenfarb & Co
Kentucky
$2.93M +$2.93M +5,155 New