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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 %
SRSA
1501
S.R. Schill & Associates
Washington
$1.49M +$161K +283 +12%
PWMAG
1502
Pinnacle Wealth Management Advisory Group
New Jersey
$1.49M +$474K +835 +47%
GWMIA
1503
Global Wealth Management Investment Advisory
Florida
$1.49M +$124K +219 +9%
QCM
1504
Quantinno Capital Management
New York
$1.49M +$1.49M +2,615 New
FSC
1505
Full Sail Capital
Oklahoma
$1.48M -$95.4K -200 -6%
CCM
1506
Compton Capital Management
Rhode Island
$1.48M -$72.7K -128 -5%
MPPLM
1507
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.48M +$32.9K +58 +2%
VLC
1508
Van Leeuwen & Company
New Jersey
$1.48M +$17K +30 +1%
HIS
1509
Harvest Investment Services
Illinois
$1.48M -$881K -1,552 -37%
AL
1510
ACAS LLC
California
$1.48M +$22.1K +39 +2%
CBFP
1511
Cedar Brook Financial Partners
Ohio
$1.47M +$110K +193 +8%
PJSIMP
1512
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.47M +$316K +626 +27%
CSB
1513
City State Bank
Iowa
$1.47M +$1.47M +2,592 New
MCM
1514
Manchester Capital Management
Vermont
$1.47M -$130K -229 -8%
IGGA
1515
Iron Gate Global Advisors
Utah
$1.47M +$472K +837 +47%
GG
1516
Golden Green
South Carolina
$1.47M +$659K +1,161 +82%
QPWM
1517
Quadrant Private Wealth Management
Pennsylvania
$1.46M -$2.27M -4,001 -61%
CW
1518
CreativeOne Wealth
Kansas
$1.46M -$157K -276 -10%
IAMOG
1519
Investors Asset Management of Georgia
Georgia
$1.46M
JAG
1520
Journey Advisory Group
Kentucky
$1.46M +$159K +281 +12%
MIA
1521
MMBG Investment Advisors
Florida
$1.46M +$1.46M +2,566 New
LNB
1522
Ledyard National Bank
$1.46M -$68.1K -120 -4%
DC
1523
DeDora Capital
California
$1.46M -$10.2K -18 -0.7%
SS
1524
Sunbelt Securities
Texas
$1.45M -$71.9K -138 -5%
APIM
1525
Agate Pass Investment Management
Washington
$1.45M +$1.45M +2,552 New