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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 %
VCP
1476
Vista Capital Partners
Oregon
$1.55M +$299K +527 +24%
Alkeon Capital Management
1477
Alkeon Capital Management
New York
$1.55M
WCM
1478
Whitener Capital Management
North Carolina
$1.54M +$8.51K +15 +0.6%
WWM
1479
Windsor Wealth Management
Indiana
$1.54M +$134K +238 +10%
PM
1480
Precept Management
Texas
$1.54M +$970K +1,710 +171%
SB
1481
Strategic Blueprint
Georgia
$1.53M +$166K +292 +12%
WOSD
1482
WFA of San Diego
California
$1.53M +$1.03M +1,814 +205%
BWA
1483
BDO Wealth Advisors
Florida
$1.53M +$40.3K +71 +3%
RIA
1484
Realta Investment Advisors
Delaware
$1.53M +$168K +296 +12%
NC
1485
NovaPoint Capital
Georgia
$1.53M +$52.2K +92 +4%
AFC
1486
AFT Forsyth & Company
Florida
$1.52M -$149K -262 -9%
HFG
1487
Heron Financial Group
New York
$1.52M +$8.64K +17 +0.6%
FUBT
1488
First United Bank & Trust
Maryland
$1.52M +$72.1K +127 +5%
SAMC
1489
Spectrum Asset Management (California)
California
$1.52M -$25.5K -45 -2%
BAS
1490
Brown Advisory Securities
Maryland
$1.52M -$251K -442 -14%
IAS
1491
Investment Advisory Services
Texas
$1.52M +$15.9K +28 +1%
EI
1492
Ethic Inc
New York
$1.51M +$43.7K +77 +3%
BL
1493
Balentine LLC
Georgia
$1.51M +$407K +716 +37%
EIP
1494
Ellis Investment Partners
Pennsylvania
$1.51M +$150K +264 +11%
B
1495
Barings
North Carolina
$1.5M -$312K -550 -17%
PPW
1496
Parcion Private Wealth
Washington
$1.5M -$482K -955 -24%
DDC
1497
DF Dent & Co
Maryland
$1.5M -$3.97K -7 -0.3%
CPIA
1498
Cornell Pochily Investment Advisors
New York
$1.49M -$64.7K -114 -4%
BFG
1499
Barber Financial Group
Kansas
$1.49M +$484K +852 +48%
WCM
1500
Washburn Capital Management
Florida
$1.49M -$65.3K -115 -4%