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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 %
CBT
2001
CoreFirst Bank & Trust
Kansas
$614K
NCM
2002
Northwest Capital Management
Oregon
$612K +$520 +1 +0.1%
RWA
2003
River Wealth Advisors
Pennsylvania
$612K +$53.3K +94 +10%
NJBEST
2004
New Jersey Better Educational Savings Trust
New Jersey
$611K -$136K -240 -18%
KP
2005
Keel Point
Alabama
$608K -$131K -231 -18%
WIM
2006
Wittenberg Investment Management
Massachusetts
$606K -$25.5K -45 -4%
RBCM
2007
Raub Brock Capital Management
California
$605K
WPC
2008
Wedmont Private Capital
Pennsylvania
$605K +$605K +1,171 New
CST
2009
Charles Schwab Trust
Nevada
$604K -$19.9K -35 -3%
ZIMP
2010
Zimmermann Investment Management & Planning
Pennsylvania
$604K +$604K +1,065 New
OCM
2011
Osterweis Capital Management
California
$602K
SHWM
2012
Smith & Howard Wealth Management
Georgia
$598K
MPAM
2013
Murphy Pohlad Asset Management
Minnesota
$598K
LFP
2014
Leeward Financial Partners
Washington
$598K +$598K +1,054 New
VC
2015
Vestor Capital
Illinois
$594K
PP
2016
PDS Planning
Ohio
$592K +$27.8K +49 +5%
GC
2017
Grace Capital
Massachusetts
$586K -$40.8K -72 -7%
AGA
2018
Arkos Global Advisors
Texas
$585K
FCA
2019
FLC Capital Advisors
California
$583K
SCP
2020
Seizert Capital Partners
Michigan
$581K
BIM
2021
Barton Investment Management
Pennsylvania
$581K +$155K +274 +37%
BBA
2022
Braun-Bostich & Associates
Pennsylvania
$577K -$87.2K -179 -13%
AWM
2023
Affinity Wealth Management
Delaware
$577K +$50.2K +103 +10%
PRWA
2024
Platte River Wealth Advisors
Colorado
$576K
ACA
2025
Affinity Capital Advisors
California
$576K +$56.2K +99 +11%