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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 %
WWM
2026
Wolff Wiese Magana
California
$575K -$7.96K -14 -1%
IA
2027
IFG Advisors
Missouri
$574K -$3.98K -7 -0.7%
DDPIC
2028
Deroy & Devereaux Private Investment Counsel
Michigan
$574K +$60.8K +107 +12%
Financial Engines Advisors
2029
Financial Engines Advisors
California
$572K -$222K -390 -28%
CWM
2030
C2C Wealth Management
Arizona
$572K +$572K +1,008 New
SIA
2031
Strategic Investment Advisors
Michigan
$571K +$49.9K +88 +10%
MCA
2032
Magnolia Capital Advisors
Mississippi
$571K +$228K +401 +66%
HCM
2033
Harvey Capital Management
Florida
$570K +$8.51K +15 +2%
FA
2034
Faithward Advisors
Pennsylvania
$569K -$366K -645 -39%
PFA
2035
Pure Financial Advisors
California
$569K +$36.3K +64 +7%
LCS
2036
Levin Capital Strategies
New York
$568K
PC
2037
Permanens Capital
New York
$568K
MCM
2038
Magnolia Capital Management
New York
$568K
LHC
2039
Little House Capital
Massachusetts
$568K +$73.2K +129 +15%
CSI
2040
Cross Staff Investments
New York
$568K +$568K +1,000 New
MIAS
2041
Mason Investment Advisory Services
Virginia
$568K
EWG
2042
Executive Wealth Group
Washington
$567K +$567 +1 +0.1%
TCM
2043
Teza Capital Management
Illinois
$567K -$1.22M -2,141 -68%
TIM
2044
Total Investment Management
Arizona
$567K +$567K +999 New
WCM
2045
WealthBridge Capital Management
Ohio
$564K -$44.3K -78 -7%
CAN
2046
Claraphi Advisory Network
United States
$563K +$59.6K +105 +12%
CCM
2047
Chickasaw Capital Management
Tennessee
$562K
TFA
2048
Toth Financial Advisory
Virginia
$561K -$9.09K -16 -2%
SF
2049
Schaeffer Financial
Maryland
$560K +$560K +987 New
AL
2050
ADE LLC
Maryland
$559K +$559K +985 New