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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 %
LWP
1626
Lumature Wealth Partners
Georgia
$1.2M +$30.1K +53 +3%
MSAM
1627
Moloney Securities Asset Management
Missouri
$1.2M +$23.3K +41 +2%
PWSG
1628
Pacific Wealth Strategies Group
California
$1.2M +$58.5K +103 +5%
SIAG
1629
Signet Investment Advisory Group
Rhode Island
$1.2M -$44.8K -79 -4%
EI
1630
Ellevest Inc
New York
$1.2M -$38K -67 -3%
AWA
1631
Arkadios Wealth Advisors
Georgia
$1.19M -$306K -539 -20%
BCM
1632
Birmingham Capital Management
Alabama
$1.19M
PFBT
1633
Parkside Financial Bank & Trust
Missouri
$1.19M +$484K +852 +68%
JCM
1634
Jag Capital Management
Missouri
$1.19M -$2.84K -5 -0.2%
S
1635
SimplyRich
California
$1.19M +$2.84K +5 +0.2%
SC
1636
Siena Capital
Ohio
$1.19M +$1.19M +2,090 New
HBT
1637
Heartland Bank & Trust
Illinois
$1.18M +$1.18M +2,082 New
WMP
1638
Wealth Management Partners
Arizona
$1.18M -$38.8K -66 -3%
KA
1639
Kozak & Associates
Colorado
$1.17M +$11.7K +22 +1%
WA
1640
Wambolt & Associates
Colorado
$1.17M +$375K +661 +47%
FI
1641
Financial Insights
Washington
$1.17M
AWM
1642
Atticus Wealth Management
Florida
$1.17M -$27.2K -48 -2%
GA
1643
GraniteShares Advisors
New York
$1.16M +$1.16M +2,047 New
FCM
1644
Fortis Capital Management
Washington
$1.16M +$76.1K +134 +7%
GSEP
1645
Golden State Equity Partners
California
$1.16M -$255K -450 -18%
SFG
1646
SNS Financial Group
Minnesota
$1.16M -$86.8K -153 -7%
II
1647
Inspire Investing
Idaho
$1.16M -$17K -30 -1%
AWS
1648
Arkfeld Wealth Strategies
Nebraska
$1.16M -$10.3K -20 -0.9%
ECG
1649
Edge Capital Group
Georgia
$1.16M -$1.14K -2 -0.1%
VDI
1650
Vaughan David Investments
Illinois
$1.15M +$11.4K +20 +1%