COST icon

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 %
AFG
1451
Alterity Financial Group
Maine
$1.61M +$1.61M +2,827 New
NME
1452
Notis-McConarty Edward
$1.6M -$22.7K -40 -1%
OPS
1453
Orion Portfolio Solutions
Nebraska
$1.6M -$306K -539 -16%
CIM
1454
CIM Investment Management
Pennsylvania
$1.59M -$30.1K -53 -2%
CIA
1455
Choate Investment Advisors
Massachusetts
$1.59M +$27.8K +49 +2%
ICG
1456
InterOcean Capital Group
Tennessee
$1.59M +$592K +1,042 +59%
RWA
1457
Redhawk Wealth Advisors
Minnesota
$1.59M +$115K +202 +8%
AIM
1458
Aspen Investment Management
Michigan
$1.59M +$225K +396 +16%
CM
1459
Castleark Management
Illinois
$1.59M
NL
1460
NVWM LLC
Pennsylvania
$1.59M +$10.8K +19 +0.7%
FBFS
1461
First Business Financial Services
Wisconsin
$1.58M -$8.52K -15 -0.5%
CMI
1462
Clare Market Investments
Texas
$1.58M +$693K +1,221 +79%
AFS
1463
Aft Forsyth & Sober
Florida
$1.58M
CC
1464
Commons Capital
Massachusetts
$1.57M +$1.57M +2,770 New
PTP
1465
Platform Technology Partners
New York
$1.57M -$14.2K -25 -0.9%
HCP
1466
Hexagon Capital Partners
Arkansas
$1.57M +$65.3K +115 +4%
CRC
1467
Curi RMB Capital
Illinois
$1.56M +$94.8K +167 +6%
CWA
1468
Clearview Wealth Advisors
Oregon
$1.56M -$306K -539 -16%
BI
1469
Blooom Inc
Kansas
$1.56M -$29.2K -52 -2%
MCC
1470
Money Concepts Capital
Florida
$1.56M +$1.56M +2,750 New
ARS
1471
Adirondack Retirement Specialists
New York
$1.56M -$36.9K -65 -2%
CF
1472
Copperwynd Financial
Arizona
$1.56M +$1.56M +2,747 New
NQWM
1473
Northwest Quadrant Wealth Management
Oregon
$1.56M +$1.7K +3 +0.1%
CHA
1474
Carmichael Hill & Associates
Maryland
$1.55M
FNBOSM
1475
First National Bank of South Miami
Florida
$1.55M +$5.68K +10 +0.4%