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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 %
CIA
1776
Caerus Investment Advisors
Texas
$909K +$909K +1,601 New
MPPW
1777
Mitchell & Pahl Private Wealth
Oklahoma
$908K +$52.8K +93 +6%
CPA
1778
Clear Perspective Advisors
Illinois
$906K -$91.4K -161 -9%
GAM
1779
Gould Asset Management
California
$904K +$73.8K +130 +9%
GFP
1780
Gryphon Financial Partners
Ohio
$901K -$104K -183 -10%
LCM
1781
LCM Capital Management
Illinois
$901K +$44.9K +79 +5%
FDS
1782
First Dallas Securities
Texas
$899K
SGK
1783
Steigerwald Gordon & Koch
Virginia
$897K +$568 +1 +0.1%
PWM
1784
Paulson Wealth Management
Illinois
$895K
COF
1785
Capital One Financial
Virginia
$891K -$29K -51 -3%
CA
1786
Calton & Associates
Florida
$891K +$75.5K +133 +9%
BOH
1787
Bank of Hawaii
Hawaii
$889K
MC
1788
Mathes Company
New York
$888K -$31.8K -56 -3%
SCI
1789
Stableford Capital II
Arizona
$887K -$1.96K -4 -0.2%
Kayne Anderson Rudnick Investment Management
1790
Kayne Anderson Rudnick Investment Management
California
$887K
SCA
1791
Scott Capital Advisors
Oregon
$886K +$886K +1,560 New
CWM
1792
Circle Wealth Management
New Jersey
$884K -$149K -263 -14%
WAOI
1793
Wealth Advisors of Iowa
Iowa
$883K -$176K -310 -17%
VBCG
1794
Valley Brook Capital Group
Pennsylvania
$882K
WC
1795
Weil Company
California
$882K +$474K +834 +116%
BLC
1796
Brown, Lisle/Cummings
Rhode Island
$882K +$882K +1,553 New
PWA
1797
Physician Wealth Advisors
Utah
$880K +$37.5K +70 +4%
DL
1798
DOHJ LLC
Washington
$879K -$82.9K -146 -9%
BMD
1799
Better Money Decisions
New Mexico
$879K
HIC
1800
Holderness Investments Company
North Carolina
$879K +$40.3K +71 +5%