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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 %
HA
1226
Herold Advisors
New York
$2.53M
DI
1227
DFPG Investments
Utah
$2.52M -$642K -1,330 -20%
CI
1228
Conning Inc
Connecticut
$2.52M -$275K -484 -10%
EWM
1229
Executive Wealth Management
Michigan
$2.52M +$67K +118 +3%
HA
1230
Harfst & Associates
Wyoming
$2.51M +$78.3K +138 +3%
BO
1231
BRR OpCo
Ohio
$2.51M -$368K -648 -13%
SA
1232
Strategic Advisors
New York
$2.5M -$67K -118 -3%
BIAS
1233
Beacon Investment Advisory Services
New Jersey
$2.49M -$114K -200 -4%
PAM
1234
Paradigm Asset Management
New York
$2.49M +$160K +281 +7%
GC
1235
Garde Capital
Washington
$2.49M -$5.68K -10 -0.2%
DAM
1236
Doheny Asset Management
California
$2.47M -$193K -340 -7%
LWM
1237
Laidlaw Wealth Management
New York
$2.47M +$851K +1,500 +53%
PCG
1238
Prosperity Consulting Group
Maryland
$2.47M +$2.47M +4,731 New
SFI
1239
Susquehanna Fundamental Investments
Pennsylvania
$2.45M
LGF
1240
LGT Group Foundation
Liechtenstein
$2.44M +$2.44M +4,298 New
BG
1241
Benedetti & Gucer
Georgia
$2.44M -$36.9K -65 -1%
MWAM
1242
Manhattan West Asset Management
California
$2.44M +$2.44M +4,295 New
EC
1243
Enhancing Capital
Pennsylvania
$2.42M +$2.42M +4,255 New
IB
1244
Intrust Bank
Kansas
$2.4M +$48.8K +86 +2%
SC
1245
Scholtz & Company
Connecticut
$2.4M -$86.3K -152 -3%
BRC
1246
Bell Rock Capital
Delaware
$2.4M +$2.4M +4,256 New
CCIA
1247
Cherry Creek Investment Advisors
Colorado
$2.4M -$24.4K -43 -1%
MWM
1248
Merriman Wealth Management
Washington
$2.4M +$43.1K +76 +2%
WF
1249
Wayfinding Financial
Washington
$2.4M +$2.4M +4,963 New
AB
1250
Atlas Brown
Kentucky
$2.38M +$44.3K +78 +2%