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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 %
MPM
1351
MBB Public Markets
Illinois
$1.97M +$1.97M +3,477 New
HH
1352
Hilltop Holdings
Texas
$1.97M +$413K +728 +27%
CPA
1353
Court Place Advisors
Maryland
$1.97M
CAWM
1354
Capital Advisors Wealth Management
Washington
$1.96M -$35.8K -63 -2%
GM
1355
GeoWealth Management
Illinois
$1.96M +$31.8K +56 +2%
CCFM
1356
Clear Creek Financial Management
Washington
$1.95M -$34.1K -60 -2%
SWP
1357
Strategic Wealth Partners
Ohio
$1.95M +$56.8K +100 +3%
PAM
1358
Peak Asset Management
Colorado
$1.94M -$60.7K -107 -3%
CFP
1359
Curran Financial Partners
South Carolina
$1.93M -$36.3K -64 -2%
TWM
1360
Titus Wealth Management
California
$1.92M +$102K +180 +6%
ADIM
1361
Alpha DNA Investment Management
Maryland
$1.92M -$242K -427 -11%
NCGI
1362
Next Century Growth Investors
Minnesota
$1.92M -$1.14K -2 -0.1%
PCM
1363
Princeton Capital Management
New Jersey
$1.92M
FNWM
1364
Financial Network Wealth Management
Utah
$1.91M -$30.7K -54 -2%
SWA
1365
SFMG Wealth Advisors
Texas
$1.9M +$568 +1 +0%
JWCA
1366
J.W. Coons Advisors
Ohio
$1.9M +$67K +118 +4%
AP
1367
Americana Partners
Texas
$1.9M +$85.1K +150 +5%
MCM
1368
Maryland Capital Management
Maryland
$1.89M +$16.5K +29 +0.9%
REMPR
1369
Roof Eidam Maycock Peralta (REMP)
California
$1.89M +$28.9K +51 +2%
ACM
1370
Alpha Capital Management
Texas
$1.89M +$273K +480 +17%
DF
1371
Donoghue Forlines
Massachusetts
$1.89M +$485K +854 +35%
SHFA
1372
SC&H Financial Advisors
Maryland
$1.88M +$1.88M +3,314 New
LIM
1373
Leavell Investment Management
Alabama
$1.88M +$45.4K +80 +2%
BCCM
1374
Bridge Creek Capital Management
Massachusetts
$1.87M -$121K -213 -6%
NF
1375
NTB Financial
Colorado
$1.87M +$1.87M +3,291 New