COST icon

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 %
LAM
1651
LifePro Asset Management
California
$1.15M +$109K +192 +10%
AA
1652
Argent Advisors
Louisiana
$1.15M -$54.5K -96 -5%
FSA
1653
Franklin Street Advisors
North Carolina
$1.15M
CC
1654
Cypress Capital
Tennessee
$1.15M -$5.68K -10 -0.5%
TC
1655
Telemus Capital
Michigan
$1.15M +$105K +185 +10%
SCM
1656
Stonebridge Capital Management
California
$1.14M
AWAG
1657
ARS Wealth Advisors Group
Florida
$1.14M +$3.41K +6 +0.3%
SSA
1658
South Street Advisors
New York
$1.14M -$1.7K -3 -0.1%
CB
1659
CNB Bank
Pennsylvania
$1.14M -$3.97K -7 -0.3%
MG
1660
Mather Group
Illinois
$1.14M +$21.6K +38 +2%
AFG
1661
Allegheny Financial Group
Pennsylvania
$1.14M
FBT
1662
First Bank & Trust
South Dakota
$1.14M +$6.24K +11 +0.6%
BCM
1663
Bluefin Capital Management
New York
$1.13M -$1.75M -3,075 -61%
XF
1664
XML Financial
Maryland
$1.13M +$15.3K +27 +1%
AIP
1665
Almanack Investment Partners
Pennsylvania
$1.13M +$32.9K +58 +3%
NGA
1666
Naples Global Advisors
Florida
$1.13M +$81.8K +144 +8%
CCA
1667
Cobblestone Capital Advisors
New York
$1.13M +$22.7K +40 +2%
BHBT
1668
Burke & Herbert Bank & Trust
Virginia
$1.12M
SIC
1669
Sterling Investment Counsel
New York
$1.12M +$1.12M +1,975 New
IF
1670
Integrity Financial
Wyoming
$1.12M +$1.12M +1,970 New
PCWA
1671
Pacific Capital Wealth Advisors
California
$1.12M -$5.68K -10 -0.5%
LCM
1672
Logan Capital Management
Pennsylvania
$1.12M -$261K -459 -19%
TWP
1673
Tempus Wealth Planning
California
$1.11M +$11.4K +20 +1%
MF
1674
Magnetar Financial
Illinois
$1.11M -$3.44M -6,066 -76%
IP
1675
Investment Partners
Ohio
$1.11M +$105K +185 +10%