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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 %
BWM
1726
Biltmore Wealth Management
Arizona
$988K -$7.95K -14 -0.8%
HGWM
1727
Horst & Graben Wealth Management
Oregon
$985K +$1.7K +3 +0.2%
DS
1728
DRW Securities
Illinois
$985K +$510K +898 +107%
CA
1729
Cornerstone Advisory
Maryland
$984K -$259K -456 -21%
LCOV
1730
London Company of Virginia
Virginia
$982K
NCM
1731
Novare Capital Management
North Carolina
$980K -$37.5K -66 -4%
TCB
1732
Texas Capital Bancshares
Texas
$978K
FAT
1733
First American Trust
California
$976K
UC
1734
Unio Capital
New Jersey
$976K +$5.68K +175 +0.6%
VCM
1735
Viewpoint Capital Management
Washington
$972K +$972K +1,712 New
PGCM
1736
Prescott Group Capital Management
Oklahoma
$970K
VAS
1737
Vestmark Advisory Solutions
Massachusetts
$967K +$143K +252 +17%
ONST
1738
Old North State Trust
North Carolina
$966K -$332K -585 -26%
CCG
1739
Ceeto Capital Group
Florida
$965K
FC
1740
Fusion Capital
South Carolina
$965K +$9.09K +16 +1%
IA
1741
Insight Advisors
Pennsylvania
$963K -$43.1K -76 -4%
CFO
1742
Collective Family Office
Pennsylvania
$963K +$34.6K +61 +4%
PT
1743
Plimoth Trust
Massachusetts
$962K -$53.4K -94 -5%
TFF
1744
The Family Firm
Maryland
$957K +$568 +1 +0.1%
FPGK
1745
Financial Partners Group (Kansas)
Kansas
$956K +$185K +366 +24%
AL
1746
Aspiriant LLC
California
$956K +$378K +665 +65%
5L
1747
55I LLC
Massachusetts
$953K +$165K +291 +21%
ABC
1748
Associated Banc-Corp
Wisconsin
$950K -$94.8K -167 -9%
OWM
1749
OneAscent Wealth Management
Alabama
$946K -$419K -738 -31%
GFP
1750
Guardian Financial Partners
California
$943K +$943K +1,661 New