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 %
OFS
1851
Orrstown Financial Services
Pennsylvania
$793K -$52.6K -100 -6%
RDFA
1852
Ritter Daniher Financial Advisory
Ohio
$793K +$162K +285 +26%
IWP
1853
Icon Wealth Partners
Texas
$791K -$237K -417 -23%
WPWM
1854
Western Pacific Wealth Management
Illinois
$791K +$791K +1,395 New
PTB
1855
Pioneer Trust Bank
Oregon
$789K +$56.8K +100 +8%
AWM
1856
Aberdeen Wealth Management
Illinois
$786K
PPP
1857
Private Portfolio Partners
New Jersey
$782K -$34.6K -61 -4%
FA
1858
FDx Advisors
Illinois
$781K +$18.7K +33 +2%
GIP
1859
Greatmark Investment Partners
Georgia
$779K -$31.2K -55 -4%
CS
1860
Capital Square
Tennessee
$777K +$550 +1 +0.1%
T
1861
TOBAM
France
$776K -$50.5K -89 -6%
CAP
1862
Columbia Advisory Partners
Washington
$776K +$776K +1,368 New
HHAA
1863
Henry H. Armstrong Associates
Pennsylvania
$773K
HTHT
1864
Hemenway Trust Hemenway Trust
New Hampshire
$772K +$139K +245 +22%
EWM
1865
Endurance Wealth Management
Rhode Island
$769K
WFA
1866
Wellspring Financial Advisors
Ohio
$769K +$1.13K +2 +0.1%
KM
1867
Kalos Management
Georgia
$768K +$56.9K +113 +8%
FC
1868
Fulcrum Capital
Washington
$768K +$84.6K +149 +12%
GWANC
1869
Guardian Wealth Advisors (North Carolina)
North Carolina
$766K +$766K +1,349 New
SFG
1870
Sovereign Financial Group
Connecticut
$764K +$764K +1,345 New
CPIG
1871
Chicago Partners Investment Group
Illinois
$761K -$19.3K -38 -2%
MA
1872
MONECO Advisors
Connecticut
$761K +$32.3K +62 +4%
HSG
1873
Helen Stephens Group
Texas
$759K +$759K +1,337 New
MIA
1874
MainStreet Investment Advisors
Illinois
$758K -$36.9K -65 -5%
RF
1875
Rollins Financial
Georgia
$756K +$756K +1,331 New