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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 %
RM
2126
Resource Management
Louisiana
$485K +$29.5K +52 +6%
VCWA
2127
Vanguard Capital Wealth Advisors
Colorado
$485K +$53.9K +95 +13%
AWA
2128
Aaron Wealth Advisors
Illinois
$485K +$485K +856 New
MAA
2129
Mraz Amerine & Associates
California
$484K
PFA
2130
Pettinga Financial Advisors
Indiana
$482K -$98.8K -174 -17%
PI
2131
PineBridge Investments
New York
$482K -$15.3K -27 -3%
SC
2132
Sawyer & Company
Massachusetts
$477K
WA
2133
Wealth Architects
California
$475K -$24.4K -43 -5%
SB
2134
Sunflower Bank
Texas
$471K -$14.2K -25 -3%
LFA
2135
Legacy Financial Advisors
Kentucky
$471K +$40.3K +71 +9%
VW
2136
Vance Wealth
California
$471K +$471K +830 New
VCM
2137
Vigilant Capital Management
Maine
$468K -$16.5K -29 -3%
AIM
2138
Allen Investment Management
New York
$468K
BA
2139
Ballast Advisors
Minnesota
$466K
VC
2140
Veery Capital
Delaware
$465K -$13.6K -24 -3%
PMG
2141
Private Management Group
California
$463K
CWM
2142
CCG Wealth Management
California
$463K +$568 +1 +0.1%
ANB
2143
Amarillo National Bank
Texas
$462K +$133K +235 +41%
CBA
2144
Coastal Bridge Advisors
Connecticut
$461K
LSWM
2145
Lorne Steinberg Wealth Management
Canada
$461K +$26.7K +47 +6%
SIAG
2146
Safeguard Investment Advisory Group
California
$460K -$147K -259 -24%
PWW
2147
Pettyjohn Wood & White
Virginia
$458K -$25.5K -45 -5%
WPC
2148
White Pine Capital
Minnesota
$457K -$42.6K -75 -9%
GWA
2149
GGM Wealth Advisors
Maryland
$457K +$15.7K +30 +4%
JSW
2150
Journey Strategic Wealth
New Jersey
$456K +$456K +804 New