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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 %
SCA
2051
Sander Capital Advisors
Washington
$558K
EL
2052
Essex LLC
Illinois
$556K +$23.3K +41 +4%
MCM
2053
McRae Capital Management
New Jersey
$555K -$128K -225 -19%
SWM
2054
Selective Wealth Management
Virginia
$554K -$42.6K -75 -7%
MW
2055
Marcum Wealth
Ohio
$554K +$46K +81 +9%
BMWM
2056
Brown Miller Wealth Management
Virginia
$553K -$58.4K -103 -10%
CWM
2057
Cahaba Wealth Management
Georgia
$553K +$13.6K +24 +3%
QAM
2058
Q3 Asset Management
Michigan
$552K +$552K +982 New
PIMG
2059
Patriot Investment Management Group
Tennessee
$551K +$568 +1 +0.1%
JIP
2060
Jaffetilchin Investment Partners
Florida
$551K +$21.6K +38 +4%
CP
2061
Covenant Partners
Tennessee
$549K
MCM
2062
Morton Capital Management
California
$549K +$549K +967 New
IF
2063
Insight Folios
North Carolina
$548K +$14.7K +26 +3%
AIFAIM
2064
American Institute for Advanced Investment Management
Arizona
$547K
SAM
2065
SignalPoint Asset Management
Missouri
$543K +$567 +1 +0.1%
LCM
2066
Lewis Capital Management
California
$542K +$542K +955 New
FFA
2067
Founders Financial Alliance
North Carolina
$540K -$12.5K -22 -2%
NCMW
2068
Northern Capital Management (Washington)
Washington
$537K +$47.7K +84 +10%
BIP
2069
Blueprint Investment Partners
North Carolina
$535K +$194K +341 +57%
RWP
2070
Ridgecrest Wealth Partners
California
$535K
MCM
2071
MV Capital Management
Maryland
$535K +$15.3K +27 +3%
JC
2072
JB Capital
Connecticut
$533K +$18.2K +32 +4%
SIA
2073
Sit Investment Associates
Minnesota
$532K -$119K -210 -18%
SCA
2074
Sage Capital Advisors
South Dakota
$531K
GHA
2075
GW Henssler & Associates
Georgia
$530K +$530K +933 New