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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 %
MAG
1876
MRA Advisory Group
New Jersey
$753K +$49.4K +87 +7%
LWA
1877
Lenox Wealth Advisors
New York
$752K +$8.51K +15 +1%
CRCM
1878
Corbett Road Capital Management
Virginia
$749K +$22.7K +40 +3%
VFA
1879
Voya Financial Advisors
Connecticut
$746K -$46.8K -83 -6%
CVM
1880
Cheviot Value Management
California
$746K
CCB
1881
Cutter & Co Brokerage
Missouri
$746K +$1.7K +3 +0.2%
FRA
1882
Frank Rimerman Advisors
California
$746K +$90.3K +159 +14%
CWM
1883
Connecticut Wealth Management
Connecticut
$745K +$50K +88 +7%
PIM
1884
Profit Investment Management
Maryland
$744K
FMBTD
1885
First Midwest Bank Trust Division
Illinois
$744K +$10.8K +19 +1%
RZH
1886
Relyea Zuckerberg Hanson
Connecticut
$743K +$72.8K +151 +11%
BA
1887
Bridge Advisory
California
$742K -$1.14K -2 -0.2%
C
1888
CEDRUS
Colorado
$742K +$742K +1,307 New
RCM
1889
Radnor Capital Management
Pennsylvania
$740K
MIM
1890
Montgomery Investment Management
Maryland
$738K
WBC
1891
West Branch Capital
Massachusetts
$738K +$28.4K +50 +4%
CIS
1892
Continental Investors Services
Washington
$738K +$738K +1,281 New
BCA
1893
Bay Colony Advisors
Massachusetts
$736K -$107K -189 -13%
SAS
1894
Stelac Advisory Services
New York
$735K -$301K -531 -29%
KPCM
1895
Kings Point Capital Management
New York
$735K +$60.2K +106 +9%
SIM
1896
SSI Investment Management
California
$734K -$1.7K -3 -0.2%
FMWA
1897
Forvis Mazars Wealth Advisors
Missouri
$734K
CFO
1898
CVA Family Office
Colorado
$733K +$360K +634 +96%
VV
1899
Verity & Verity
South Carolina
$729K +$9.65K +17 +1%
HI
1900
Hoey Investments
Pennsylvania
$729K +$52.2K +92 +8%