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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 %
BWA
1201
Blodgett Wealth Advisors
California
$2.67M +$2.67M +4,702 New
DPIM
1202
Duff & Phelps Investment Management
Illinois
$2.65M +$16.5K +29 +0.6%
NFG
1203
Northeast Financial Group
Pennsylvania
$2.65M -$347K -611 -12%
MECA
1204
Miller Equity Capital Advisors
Texas
$2.65M +$33.5K +59 +1%
SAM
1205
Seelaus Asset Management
New Jersey
$2.64M -$31.2K -55 -1%
AG
1206
Algert Global
California
$2.64M
BOTW
1207
Bank of the West
California
$2.64M +$999K +1,760 +61%
VWM
1208
Venturi Wealth Management
Texas
$2.63M -$275K -485 -9%
DT
1209
Diversified Trust
Tennessee
$2.63M +$421K +742 +19%
WWM
1210
WT Wealth Management
Arizona
$2.62M -$222K -391 -8%
DTC
1211
Davidson Trust Company
Washington
$2.61M -$86.8K -153 -3%
HCM
1212
Helios Capital Management
Singapore
$2.61M +$2.61M +4,600 New
CAM
1213
Columbia Asset Management
Michigan
$2.6M +$109K +192 +4%
LOIM
1214
Liberty One Investment Management
Illinois
$2.58M +$34.1K +60 +1%
CC
1215
Corsicana & Co
Texas
$2.58M -$71K -125 -3%
CQS
1216
Credential Qtrade Securities
$2.58M +$5.11K +9 +0.2%
LFAS
1217
Level Four Advisory Services
Texas
$2.57M +$916K +1,613 +55%
IAN
1218
Integrated Advisors Network
Texas
$2.57M -$112K -198 -4%
FNBT
1219
FineMark National Bank & Trust
Florida
$2.57M -$796K -1,402 -24%
AWM
1220
Axxcess Wealth Management
California
$2.56M +$2.56M +4,517 New
CIAS
1221
Capital Investment Advisory Services
North Carolina
$2.55M +$110K +193 +4%
WI
1222
Wintrust Investments
Illinois
$2.55M +$2.55M +4,486 New
SC
1223
Saturna Capital
Washington
$2.54M -$10.8K -19 -0.4%
PFS
1224
Physicians Financial Services
North Carolina
$2.54M -$56.8K -100 -2%
CPO
1225
Cerity Partners OCIO
New York
$2.53M +$35.2K +62 +1%