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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 %
HPC
1576
HM Payson & Co
Maine
$1.31M -$70.4K -124 -5%
IIC
1577
Ironwood Investment Counsel
Arizona
$1.31M +$92K +162 +8%
RWI
1578
Red Wave Investments
Pennsylvania
$1.3M -$1.7K -3 -0.1%
DAM
1579
Delta Asset Management
Tennessee
$1.3M
LFA
1580
Laraway Financial Advisors
Minnesota
$1.3M +$1.3M +2,300 New
WAP
1581
Wealthcare Advisory Partners
Pennsylvania
$1.3M -$375K -660 -22%
TFA
1582
Triad Financial Advisors
North Carolina
$1.29M +$1.29M +2,280 New
SDWMA
1583
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.29M -$2.84K -5 -0.2%
FNC
1584
First National Corp
Massachusetts
$1.29M +$15.9K +28 +1%
NAMP
1585
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.29M +$19.9K +35 +2%
HWA
1586
Heritage Wealth Advisors
Virginia
$1.29M +$56.8K +100 +5%
PIA
1587
Pinion Investment Advisors
Kansas
$1.28M +$25K +44 +2%
ZIG
1588
Zullo Investment Group
Pennsylvania
$1.28M +$1.28M +2,257 New
DG
1589
DMC Group
Alabama
$1.28M +$1.28M +2,652 New
ODG
1590
O'Dell Group
Ohio
$1.28M -$51.7K -91 -4%
BA
1591
Birinyi Associates
Connecticut
$1.28M +$170K +300 +15%
BHTS
1592
Bar Harbor Trust Services
Maine
$1.27M -$13.6K -24 -1%
FMLI
1593
Fukoku Mutual Life Insurance
Japan
$1.27M -$1.13M -1,990 -47%
C
1594
Certuity
Florida
$1.27M -$582K -1,026 -31%
DWM
1595
Denver Wealth Management
Colorado
$1.27M +$1.27M +2,235 New
PWPS
1596
Pinnacle Wealth Planning Services
Ohio
$1.27M +$104K +184 +9%
AFP
1597
Ausdal Financial Partners
Iowa
$1.27M +$81.7K +144 +7%
IDBONY
1598
Israel Discount Bank of New York
New York
$1.26M +$9.65K +17 +0.8%
PFM
1599
Parsec Financial Management
North Carolina
$1.26M -$5.11K -9 -0.4%
CS
1600
Cannell & Spears
New York
$1.26M +$199K +351 +19%