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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 %
STA
2251
Summit Trail Advisors
New York
$370K +$89.2K +157 +32%
CFA
2252
Compass Financial Advisors
Indiana
$370K +$370K +651 New
FP
2253
Financial Perspectives
Minnesota
$369K
VST
2254
Van Strum & Towne
California
$369K
MFG
2255
Magnus Financial Group
New York
$369K +$10.8K +19 +3%
BPFA
2256
Barnes Pettey Financial Advisors
Mississippi
$369K +$369K +650 New
PW
2257
Peninsula Wealth
California
$368K +$368K +649 New
SW
2258
SkyOak Wealth
Michigan
$367K -$56.8K -100 -13%
HI
2259
Hendershot Investments
Virginia
$367K +$90.3K +159 +33%
IIA
2260
IPG Investment Advisors
California
$366K -$37.6K -66 -9%
LDB
2261
Lee, Danner & Bass
Tennessee
$366K
WCG
2262
Weaver Consulting Group
California
$366K +$7.96K +14 +2%
MWM
2263
Mascoma Wealth Management
New Hampshire
$364K +$69.3K +122 +24%
AWM
2264
Accel Wealth Management
Iowa
$364K +$111K +196 +44%
F4L
2265
Fortune 45 LLC
Louisiana
$364K +$364K +641 New
MIM
2266
Martin Investment Management
Florida
$363K
VFP
2267
Verus Financial Partners
Virginia
$362K
CAL
2268
Capital Advisors Ltd
Ohio
$362K +$106K +186 +41%
CC
2269
Callan Capital
California
$361K +$361K +635 New
MA
2270
MAS Advisors
Florida
$361K +$361K +641 New
CAGAS
2271
Capital Advisory Group Advisory Services
Minnesota
$360K -$8.5K -15 -2%
GKFF
2272
George Kaiser Family Foundation
Oklahoma
$359K
CWP
2273
Curated Wealth Partners
California
$359K
EW
2274
Evoke Wealth
California
$359K +$567 +1 +0.2%
LA
2275
Latitude Advisors
Florida
$358K -$52.3K -92 -13%