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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 %
AC
1701
Apella Capital
Connecticut
$1.06M +$296K +522 +39%
CWAG
1702
Compton Wealth Advisory Group
Virginia
$1.06M +$300K +528 +40%
PBO
1703
Peoples Bank (Ohio)
Ohio
$1.05M -$11.4K -20 -1%
CFIA
1704
Cantor Fitzgerald Investment Advisors
New York
$1.05M
V
1705
VeraBank
Texas
$1.05M +$28.4K +50 +3%
VIA
1706
Vickerman Investment Advisors
Washington
$1.05M -$109K -192 -9%
CHP
1707
Cable Hill Partners
Oregon
$1.04M
EDRH
1708
Edmond de Rothschild Holding
Switzerland
$1.03M +$154K +271 +18%
SWM
1709
Stockman Wealth Management
Montana
$1.03M
GFS
1710
GYL Financial Synergies
Connecticut
$1.03M +$45.4K +80 +5%
NSB
1711
Norway Savings Bank
Maine
$1.03M +$19.3K +34 +2%
9WM
1712
9258 Wealth Management
Ohio
$1.02M +$17.6K +31 +2%
HHGA
1713
Halbert Hargrove Global Advisors
California
$1.01M -$2.84K -5 -0.3%
WI
1714
WBI Investments
New Jersey
$1.01M +$1.01M +1,853 New
WP
1715
WMS Partners
Maryland
$1.01M -$3.97K -7 -0.4%
FFG
1716
Fortem Financial Group
California
$1.01M
PCM
1717
Pinnbrook Capital Management
New York
$1.01M +$1.01M +1,773 New
BFO
1718
Biltmore Family Office
North Carolina
$1.01M +$106K +186 +12%
JFGIW
1719
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1M -$197K -347 -16%
BBA
1720
Baader Bank Aktiengesellschaft
Germany
$998K +$998K +1,758 New
HFS
1721
HBC Financial Services
Washington
$993K
PCA
1722
Peddock Capital Advisors
Massachusetts
$992K
OA
1723
Oxbow Advisors
Texas
$991K +$133K +235 +16%
IFG
1724
Investors Financial Group
Minnesota
$989K +$568 +1 +0.1%
OL
1725
Optas LLC
Texas
$989K +$3.41K +6 +0.3%