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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 %
PFG
1376
PAX Financial Group
Texas
$1.87M -$19.9K -35 -1%
AssetMark Inc
1377
AssetMark Inc
California
$1.86M -$3.01M -5,296 -62%
TFA
1378
Teamwork Financial Advisors
Texas
$1.86M -$5.11K -9 -0.3%
WAS
1379
Winch Advisory Services
Wisconsin
$1.85M -$69.8K -123 -4%
HS
1380
Horan Securities
United States
$1.85M +$1.85M +3,250 New
SVCF
1381
Silicon Valley Community Foundation
California
$1.84M +$1.84M +3,238 New
GLLW
1382
Graves Light Lenhart Wealth
Virginia
$1.83M
GWS
1383
Glassman Wealth Services
Virginia
$1.83M +$202K +356 +12%
CI
1384
Cavalier Investments
Georgia
$1.83M -$209K -369 -10%
Verition Fund Management
1385
Verition Fund Management
Connecticut
$1.82M +$1.82M +3,210 New
CCMW
1386
Cypress Capital Management (Wyoming)
Wyoming
$1.82M -$32.9K -58 -2%
BW
1387
Bison Wealth
Georgia
$1.82M -$223K -393 -11%
NFSG
1388
Newbridge Financial Services Group
Florida
$1.81M +$409K +721 +29%
WSFS
1389
Wilmington Savings Fund Society
Delaware
$1.81M -$215K -378 -11%
OFG
1390
Oxford Financial Group
Indiana
$1.8M +$61.3K +108 +4%
MPI
1391
Mairs & Power Inc
Minnesota
$1.8M +$294K +518 +20%
WPW
1392
Warther Private Wealth
Ohio
$1.8M +$43.6K +77 +2%
HFS
1393
Hantz Financial Services
Michigan
$1.79M +$161K +283 +10%
CWS
1394
Confluence Wealth Services
Pennsylvania
$1.79M +$1.79M +3,150 New
I
1395
INVST
Indiana
$1.79M -$13.9K -28 -0.8%
RWA
1396
Ropes Wealth Advisors
Massachusetts
$1.78M -$1.94M -3,421 -52%
TWM
1397
Triton Wealth Management
Arizona
$1.78M -$4.71K -9 -0.3%
TCM
1398
Tufton Capital Management
Maryland
$1.76M +$8.51K +15 +0.5%
FPS
1399
Fieldpoint Private Securities
Connecticut
$1.76M +$94.2K +166 +6%
PPW
1400
Pinnacle Private Wealth
Massachusetts
$1.76M +$1.76M +3,098 New