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 %
PCM
2101
Poehling Capital Management
Wisconsin
$501K
CFA
2102
CWS Financial Advisors
Michigan
$501K +$501K +883 New
LJAC
2103
L.J. Altfest & Co
New York
$500K +$70.9K +125 +17%
BFWA
2104
Benchmark Financial Wealth Advisors
Florida
$498K +$43.7K +77 +10%
PCG
2105
Private Capital Group
Connecticut
$495K -$30.7K -54 -6%
PVH
2106
Psagot Value Holdings
Israel
$494K +$221K +390 +81%
DHGWA
2107
Dixon Hughes Goodman Wealth Advisors
North Carolina
$494K +$494K +869 New
PS
2108
Planned Solutions
California
$494K +$494K +870 New
SFM
2109
Signet Financial Management
New Jersey
$493K +$5.11K +9 +1%
CWP
2110
Capital Wealth Planning
Florida
$493K +$80K +141 +19%
CAM
2111
Cidel Asset Management
Ontario, Canada
$492K
SFG
2112
Synergy Financial Group
California
$492K +$492K +868 New
WW
2113
Westshore Wealth
California
$491K
CWM
2114
Centric Wealth Management
Illinois
$490K +$6.81K +12 +1%
BFA
2115
BMS Financial Advisors
South Dakota
$490K +$490K +864 New
BHA
2116
Beech Hill Advisors
New York
$489K -$3.41K -6 -0.7%
FH
2117
FWG Holdings
Florida
$489K +$489K +925 New
Credit Agricole
2118
Credit Agricole
France
$488K -$203K -357 -29%
IAA
2119
Ironsides Asset Advisors
North Carolina
$488K -$21.6K -38 -4%
BFC
2120
Bedel Financial Consulting
Indiana
$488K +$4.54K +8 +0.9%
RP
2121
Riverbridge Partners
Minnesota
$487K
PFWA
2122
Paces Ferry Wealth Advisors
Georgia
$487K +$5.68K +10 +1%
MIC
2123
Meridian Investment Counsel
California
$486K
CANC
2124
Culbertson A N & Co
Virginia
$485K -$56.7K -100 -10%
AIA
2125
AIMZ Investment Advisors
California
$485K