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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 %
PGWM
1151
Parisi Gray Wealth Management
New Jersey
$2.92M +$14.2K +25 +0.5%
HCCM
1152
Hudson Canyon Capital Management
New York
$2.92M -$476K -838 -14%
RFA
1153
Reilly Financial Advisors
California
$2.92M +$2.84K +5 +0.1%
EFM
1154
E Fund Management
China
$2.91M -$20.4K -36 -0.7%
QI
1155
Qtron Investments
Massachusetts
$2.91M
NW
1156
Naviter Wealth
Arkansas
$2.9M +$2.9M +5,113 New
DWM
1157
Darwin Wealth Management
Florida
$2.9M -$502K -1,039 -15%
ACA
1158
Atlas Capital Advisors
Wyoming
$2.9M -$9.65K -17 -0.3%
TFS
1159
Thoroughbred Financial Services
Tennessee
$2.89M +$175K +309 +6%
APP
1160
Avantax Planning Partners
Iowa
$2.88M +$233K +410 +9%
FFM
1161
Forum Financial Management
Illinois
$2.88M +$2.88M +5,066 New
FPF
1162
First Pacific Financial
Washington
$2.88M -$26.1K -46 -0.9%
BEI
1163
Benjamin Edwards Inc
Missouri
$2.87M +$1.45M +2,547 +101%
NFG
1164
Nations Financial Group
Iowa
$2.87M +$1.31M +2,304 +84%
TCOT
1165
Trust Company of Toledo
Ohio
$2.87M +$1.14K +2 +0%
LTI
1166
Laffer Tengler Investments
Tennessee
$2.85M +$211K +372 +8%
HI
1167
HBK Investments
Texas
$2.85M +$2.85M +5,011 New
CG
1168
Cutler Group
California
$2.84M +$890K +1,568 +46%
HIM
1169
Hotaling Investment Management
Pennsylvania
$2.84M -$21.6K -38 -0.8%
T
1170
TCWP
Ohio
$2.84M +$2.84M +5,007 New
ER
1171
Enlightenment Research
Florida
$2.84M +$1.65M +2,900 +138%
MWM
1172
Mattern Wealth Management
Kansas
$2.83M -$123K -216 -4%
KPW
1173
Kore Private Wealth
New York
$2.83M -$114K -201 -4%
JFA
1174
Johanson Financial Advisors
California
$2.83M +$91.9K +162 +3%
BPC
1175
Banque Pictet & Cie
Switzerland
$2.82M -$335K -590 -11%