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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 %
EWM
1551
Evermay Wealth Management
Virginia
$1.37M
SAM
1552
Sabadell Asset Management
Spain
$1.37M
CCA
1553
Conestoga Capital Advisors
Pennsylvania
$1.37M +$8.51K +15 +0.6%
TCA
1554
Transcend Capital Advisors
New Jersey
$1.36M +$311K +548 +30%
UL
1555
Unionview LLC
Washington
$1.36M +$1.36M +2,398 New
KIC
1556
Keating Investment Counselors
Florida
$1.36M
FWC
1557
First Washington Corp
Washington
$1.36M
CFA
1558
Cahill Financial Advisors
Minnesota
$1.35M -$428K -755 -24%
MFG
1559
MidWestOne Financial Group
Iowa
$1.35M +$23.8K +42 +2%
CBB
1560
Citizens Business Bank
California
$1.34M +$10.2K +18 +0.8%
MCM
1561
Murphy Capital Management
New Jersey
$1.34M -$5.68K -10 -0.4%
BC
1562
Burney Company
Virginia
$1.33M +$122K +215 +10%
LCP
1563
Legacy Capital Partners
Wisconsin
$1.33M +$173K +304 +15%
WKWM
1564
Walter & Keenan Wealth Management
Indiana
$1.33M
HCM
1565
Howland Capital Management
Massachusetts
$1.33M +$12.5K +22 +0.9%
HL
1566
HeadInvest LLC
Maine
$1.33M +$14.8K +26 +1%
FSA
1567
Fort Sheridan Advisors
Illinois
$1.33M +$169K +298 +15%
TFS
1568
TrustCore Financial Services
Tennessee
$1.33M -$59.6K -105 -4%
PIA
1569
Perennial Investment Advisors
California
$1.33M +$3.97K +7 +0.3%
RP
1570
Rice Partnership
Hawaii
$1.33M +$6.81K +12 +0.5%
PWMG
1571
Prestige Wealth Management Group
New Jersey
$1.32M +$35.8K +63 +3%
CAG
1572
Curtis Advisory Group
California
$1.32M +$25.5K +45 +2%
IA
1573
IFG Advisory
Georgia
$1.32M -$7.95K -14 -0.6%
CRI
1574
Colonial River Investments
Virginia
$1.32M -$1.4M -2,461 -51%
ME
1575
McIlrath & Eck
Washington
$1.31M -$5.68K -10 -0.4%