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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 %
LRIC
2226
Long Road Investment Counsel
Michigan
$386K
AWP
2227
Abacus Wealth Partners
California
$385K -$9.09K -16 -2%
PCMN
2228
Paradigm Capital Management (Nevada)
Nevada
$385K +$385K +678 New
TW
2229
Towerpoint Wealth
California
$384K
BWM
2230
BCS Wealth Management
Tennessee
$384K +$38.6K +68 +11%
FM
2231
Foster & Motley
Ohio
$382K +$5.11K +9 +1%
MLL
2232
Moody Lynn & Lieberson
Massachusetts
$382K +$5.68K +10 +2%
WJA
2233
Willis Johnson & Associates
Texas
$381K -$68.7K -121 -15%
HCM
2234
Hutchinson Capital Management
California
$381K +$3.97K +7 +1%
HHAM
2235
HITE Hedge Asset Management
Massachusetts
$380K
JWM
2236
Janiczek Wealth Management
Colorado
$379K +$21K +37 +6%
SOAG
2237
Silver Oak Advisory Group
Oregon
$379K +$379K +668 New
CAAS
2238
Capital Asset Advisory Services
Michigan
$378K +$568 +1 +0.2%
EWM
2239
Elite Wealth Management
Washington
$378K +$9.65K +17 +3%
CWM
2240
Cabot Wealth Management
Massachusetts
$378K +$19.9K +35 +6%
TCWA
2241
Ten Capital Wealth Advisors
Washington
$376K
CA
2242
Crewe Advisors
Utah
$376K +$183K +322 +94%
OPCM
2243
Osborne Partners Capital Management
California
$375K +$97K +171 +35%
MFW
2244
Mosaic Family Wealth
Missouri
$374K +$19.9K +35 +6%
NL
2245
Navalign LLC
California
$373K
DIA
2246
Davidson Investment Advisors
Montana
$372K
CHC
2247
City Holding Co
West Virginia
$372K +$157K +302 +73%
CWA
2248
Consilium Wealth Advisory
Texas
$372K +$372K +655 New
FG
2249
Foster Group
Iowa
$371K +$18.7K +33 +5%
BB
2250
Berkshire Bank
Massachusetts
$371K +$99.8K +176 +37%