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 %
EA
2076
Eclectic Associates
California
$529K
LPIC
2077
LeJeune Puetz Investment Counsel
Michigan
$528K
PCM
2078
Palouse Capital Management
Washington
$527K -$3.26M -5,747 -86%
WSC
2079
Wellington Shields & Co
New York
$525K
BWM
2080
BerganKDV Wealth Management
Minnesota
$523K +$5.11K +9 +1%
MCS
2081
Metatron Capital SICAV
Malta
$522K +$522K +920 New
EAM
2082
Evanson Asset Management
California
$521K -$55.1K -97 -10%
AIP
2083
Ahrens Investment Partners
Louisiana
$520K
CCT
2084
Chemung Canal Trust
New York
$518K -$2.27K -4 -0.4%
MAM
2085
McLean Asset Management
Virginia
$518K +$4.21K +8 +0.8%
LGA
2086
Lebenthal Global Advisors
New York
$517K +$517K +912 New
ACH
2087
ArrowMark Colorado Holdings
Colorado
$516K
GCP
2088
Gill Capital Partners
Colorado
$516K +$11.4K +20 +2%
SGA
2089
Seaport Global Advisors
Massachusetts
$516K +$516K +909 New
ODIJL
2090
One Day In July LLC
Vermont
$513K +$116K +205 +29%
CPA
2091
Cardiff Park Advisors
California
$512K +$512K +903 New
PWS
2092
Peloton Wealth Strategists
Indiana
$511K
PWM
2093
PBMares Wealth Management
Virginia
$511K
AWA
2094
Amplius Wealth Advisors
Pennsylvania
$510K +$510K +900 New
AAM
2095
Aureus Asset Management
Massachusetts
$509K -$10.2K -18 -2%
NAG
2096
Northstar Advisory Group
New Jersey
$506K +$506K +891 New
DA
2097
Duality Advisers
Florida
$506K +$506K +892 New
TFA
2098
Trinity Financial Advisors
Ohio
$503K
OWM
2099
Opes Wealth Management
California
$502K
NFC
2100
Northeast Financial Consultants
Connecticut
$501K -$7.38K -13 -1%