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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 %
BI
1526
Ballast Inc
Kentucky
$1.44M -$24.4K -43 -2%
DIA
1527
Dana Investment Advisors
Wisconsin
$1.44M +$253K +446 +21%
MCC
1528
Malaga Cove Capital
California
$1.44M
SSI
1529
Scott & Selber Inc
Texas
$1.44M -$3.41K -6 -0.2%
VR
1530
Viridian RIA
Washington
$1.44M +$1.44M +2,534 New
SVCP
1531
Silicon Valley Capital Partners
California
$1.43M +$22.7K +40 +2%
OWP
1532
Obermeyer Wealth Partners
Colorado
$1.42M
BP
1533
BBR Partners
New York
$1.42M
EWM
1534
EPG Wealth Management
Georgia
$1.41M +$137K +242 +11%
VWA
1535
V Wealth Advisors
Kansas
$1.41M -$51.1K -90 -3%
GTAM
1536
Global Trust Asset Management
Florida
$1.41M -$97.6K -172 -6%
AA
1537
Apriem Advisors
California
$1.4M -$90.9K -160 -6%
TWM
1538
Tradition Wealth Management
Minnesota
$1.4M +$3.98K +7 +0.3%
WA
1539
Wealth Advisors
California
$1.4M +$1.25M +2,200 +815%
AWC
1540
Abundance Wealth Counselors
Pennsylvania
$1.4M -$65.8K -116 -4%
ACS
1541
Archford Capital Strategies
Illinois
$1.39M +$1.14K +2 +0.1%
MC
1542
Manteio Capital
New Jersey
$1.39M +$1.39M +2,449 New
HNWAG
1543
High Net Worth Advisory Group
Florida
$1.39M +$1.39M +2,445 New
OCM
1544
Orion Capital Management
California
$1.39M
TH
1545
TCTC Holdings
Texas
$1.38M +$6.81K +12 +0.5%
HPWM
1546
Highland Private Wealth Management
Washington
$1.38M +$250K +441 +22%
SVWAG
1547
Sound View Wealth Advisors Group
Georgia
$1.38M +$105K +185 +8%
QCG
1548
Quadrant Capital Group
Ohio
$1.37M +$89.7K +158 +7%
CAG
1549
Csenge Advisory Group
Florida
$1.37M -$15.8K -40 -1%
TWM
1550
TriaGen Wealth Management
California
$1.37M