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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 %
AP
1826
Atwood & Palmer
Missouri
$837K +$14.2K +25 +2%
CAI
1827
Capital Advisors Inc
Oklahoma
$837K +$14.8K +26 +2%
MYIA
1828
Mount Yale Investment Advisors
Colorado
$836K -$56.2K -99 -6%
DIP
1829
DT Investment Partners
Pennsylvania
$835K -$1.51M -2,651 -64%
PHAM
1830
Palisades Hudson Asset Management
Florida
$833K +$11.3K +20 +1%
MCM
1831
Monarch Capital Management
Indiana
$831K -$5.68K -10 -0.7%
IFS
1832
Intelligent Financial Strategies
Minnesota
$830K +$830K +1,463 New
MWM
1833
Moulton Wealth Management
Washington
$829K +$57.5K +102 +7%
EFA
1834
Evernest Financial Advisors
Indiana
$827K +$827K +1,143 New
SRC
1835
Sage Rhino Capital
California
$825K +$4.54K +8 +0.6%
MCA
1836
MSH Capital Advisors
Arizona
$822K +$822K +1,448 New
CIA
1837
Cladis Investment Advisory
Montana
$821K +$821K +1,445 New
GG
1838
Gleason Group
Kentucky
$817K +$1.14K +2 +0.1%
ICM
1839
IMS Capital Management
Oregon
$815K +$90.9K +160 +13%
FIA
1840
Foundations Investment Advisors
Arizona
$813K +$813K +1,545 New
KFA
1841
Krane Funds Advisors
New York
$811K +$289K +508 +55%
AI
1842
AXS Investments
New York
$810K +$810K +1,426 New
MFA
1843
Mayflower Financial Advisors
Massachusetts
$801K +$5.68K +10 +0.7%
PMA
1844
Prudent Man Advisors
Illinois
$800K -$11.9K -21 -1%
PWA
1845
Peterson Wealth Advisors
Utah
$799K +$33.5K +59 +4%
LWA
1846
Lineweaver Wealth Advisors
Ohio
$798K -$15.3K -27 -2%
SWM
1847
Sugarloaf Wealth Management
Georgia
$798K +$10.2K +18 +1%
LWANC
1848
Laurel Wealth Advisors (North Carolina)
North Carolina
$797K
MSS
1849
Mitchell Sinkler & Starr
Pennsylvania
$796K
HTI
1850
Hikari Tsushin Inc
Japan
$795K +$795K +1,400 New