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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 %
ACM
2176
AUA Capital Management
Pennsylvania
$426K
SNB
2177
Security National Bank
Nebraska
$426K
FCCM
2178
First City Capital Management
Georgia
$425K
TIM
2179
Thompson Investment Management
Wisconsin
$424K
FP
2180
Foundry Partners
Minnesota
$423K
SHWM
2181
Silicon Hills Wealth Management
Texas
$422K
GDP
2182
Great Diamond Partners
Maine
$421K +$11.9K +21 +3%
SWM
2183
Soundmark Wealth Management
Washington
$420K -$120K -211 -22%
PP
2184
Pacifica Partners
Canada
$420K
CAM
2185
Concorde Asset Management
Michigan
$420K +$11.9K +21 +3%
MHR
2186
Matthew Hamilton Rosenberg
$418K +$30.1K +53 +8%
LAS
2187
LWM Advisory Services
Florida
$418K +$418K +736 New
WFS
2188
Widmann Financial Services
Maryland
$418K +$418K +738 New
NEAM
2189
New England Asset Management
Connecticut
$417K -$391K -690 -48%
BWG
2190
Beta Wealth Group
California
$416K
EA
2191
Emerald Advisers
Pennsylvania
$414K +$414K +730 New
MA
2192
Modus Advisors
Minnesota
$413K -$153K -270 -27%
CYG
2193
Clean Yield Group
Vermont
$413K
CBTWT
2194
Community Bank & Trust (Waco, Texas)
Texas
$413K +$3.41K +6 +0.8%
KFA
2195
Kelleher Financial Advisors
New York
$412K -$119K -210 -22%
TFM
2196
TFC Financial Management
Massachusetts
$411K -$341K -600 -45%
PP
2197
Pegasus Partners
Wisconsin
$410K
IWP
2198
Insight Wealth Partners
Texas
$408K +$408K +719 New
WHC
2199
Wulff, Hansen & Co
California
$406K +$406K +715 New
AT
2200
Arvest Trust
Oklahoma
$406K +$406K +716 New