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 %
JIR
2201
James Investment Research
Ohio
$405K +$60.7K +107 +18%
PIM
2202
Perpetual Investment Management
Australia
$404K
TLCM
2203
Twin Lakes Capital Management
California
$404K
MGWM
2204
Marks Group Wealth Management
Minnesota
$403K
LCM
2205
Landscape Capital Management
New Jersey
$402K -$86.2K -152 -18%
FBA
2206
Front Barnett Associates
Illinois
$402K
AF
2207
Alerus Financial
North Dakota
$402K
AHB
2208
Abner Herrman & Brock
New Jersey
$401K +$8.52K +15 +2%
AP
2209
Adero Partners
California
$401K +$9.1K +16 +2%
WAM
2210
Weinberger Asset Management
California
$400K +$400K +704 New
TIM
2211
Tevis Investment Management
Texas
$399K +$399K +703 New
DCM
2212
Driehaus Capital Management
Illinois
$398K +$398K +701 New
NAM
2213
NTV Asset Management
West Virginia
$397K -$28.4K -50 -7%
RCA
2214
Rex Capital Advisors
Rhode Island
$397K
KA
2215
KLCM Advisors
Wisconsin
$395K -$39.2K -69 -9%
LW
2216
Libra Wealth
California
$395K +$395K +690 New
TA
2217
Trellis Advisors
Washington
$394K -$7.38K -13 -2%
NA
2218
Navellier & Associates
Nevada
$393K
CA
2219
Callahan Advisors
Texas
$393K +$29.5K +52 +8%
AWG
2220
Altus Wealth Group
Colorado
$392K
SIC
2221
SJS Investment Consulting
Ohio
$391K +$391K +688 New
KWM
2222
Kolinsky Wealth Management
New Jersey
$390K +$390K +687 New
EWA
2223
EverSource Wealth Advisors
Alabama
$389K +$389K +685 New
NIMI
2224
Natixis Investment Managers International
France
$387K -$133K -234 -26%
BFA
2225
Brendel Financial Advisors
New Hampshire
$387K -$30.1K -53 -7%