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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 %
AI
1301
Accredited Investors
Minnesota
$2.16M +$1.29M +2,277 +150%
AWS
1302
AJ Wealth Strategies
New York
$2.15M
AWA
1303
Arete Wealth Advisors
Illinois
$2.15M +$390K +688 +22%
SIA
1304
SeaBridge Investment Advisors
New Jersey
$2.14M -$1.14K -2 -0.1%
LNWTC
1305
Laird Norton Wetherby Trust Company
Washington
$2.13M -$70.4K -124 -3%
FANJ
1306
Financial Architects (New Jersey)
New Jersey
$2.13M +$100K +177 +5%
BFA
1307
Beaumont Financial Advisors
Massachusetts
$2.13M -$2.84K -5 -0.1%
CW
1308
Connectus Wealth
Ohio
$2.13M +$354K +623 +20%
HIA
1309
Harbor Investment Advisory
Maryland
$2.13M +$42K +74 +2%
CFA
1310
Capstone Financial Advisors
Illinois
$2.12M +$8.52K +15 +0.4%
NP
1311
NorthRock Partners
Minnesota
$2.12M +$751K +1,322 +55%
IF
1312
Ironwood Financial
Arizona
$2.11M
WG
1313
Welch Group
Alabama
$2.11M +$1.82M +3,206 +630%
NMG
1314
New Millennium Group
Utah
$2.1M +$2.1M +3,705 New
KWS
1315
Keystone Wealth Services
California
$2.1M +$2.1M +3,700 New
EAM
1316
EFG Asset Management
Oregon
$2.1M +$2.1M +3,698 New
HFA
1317
HC Financial Advisors
California
$2.1M -$30.1K -53 -1%
BB
1318
Busey Bank
Illinois
$2.1M +$106K +186 +5%
WCF
1319
West Coast Financial
California
$2.09M -$130K -229 -6%
AF
1320
Advisornet Financial
Minnesota
$2.09M +$72.1K +127 +4%
JIC
1321
Joel Isaacson & Co
New York
$2.08M +$63K +111 +3%
SP
1322
Symmetry Partners
Connecticut
$2.08M
SFO
1323
Stokes Family Office
Louisiana
$2.08M +$181K +318 +10%
RT
1324
Rockland Trust
Massachusetts
$2.07M -$271K -477 -12%
BOM
1325
Bank of Marin
California
$2.07M +$21.6K +38 +1%