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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 %
EIA
2276
Eldridge Investment Advisors
New Hampshire
$358K -$28.4K -50 -7%
PA
2277
Parkside Advisors
California
$358K -$17.6K -31 -5%
DPI
2278
Diversified Portfolios Inc
Michigan
$357K +$357K +629 New
WWA
2279
WC Walker & Associates
California
$356K +$56.3K +112 +19%
SAM
2280
Secure Asset Management
Michigan
$355K -$41.4K -73 -10%
PHK
2281
Point72 Hong Kong
Hong Kong
$355K +$355K +625 New
E
2282
Ergoteles
New York
$355K +$355K +626 New
APA
2283
Astoria Portfolio Advisors
New York
$354K +$354K +623 New
DI
2284
Diligent Investors
California
$354K +$354K +624 New
GWM
2285
Gitterman Wealth Management
New Jersey
$353K
LOPW
2286
Live Oak Private Wealth
North Carolina
$352K +$13.6K +24 +4%
CG
2287
CFO4Life Group
Texas
$352K +$48.9K +86 +16%
AC
2288
Avestar Capital
New York
$352K +$352K +620 New
CCG
2289
Chatham Capital Group
Georgia
$351K
DOA
2290
D'Orazio & Associates
Virginia
$351K +$156K +274 +80%
FCFC
2291
First Citizens Financial Corp
Iowa
$350K -$294K -518 -46%
SCA
2292
Stonebridge Capital Advisors
Minnesota
$350K -$6.81K -12 -2%
PFM
2293
Peak Financial Management
Massachusetts
$350K
SWA
2294
Sutton Wealth Advisors
Florida
$349K +$3.97K +7 +1%
SMA
2295
Sage Mountain Advisors
Georgia
$349K -$60.2K -106 -15%
WMA
2296
West Michigan Advisors
Michigan
$349K +$349K +615 New
PSF
2297
Pacific Sun Financial
California
$348K
HFS
2298
Heritage Financial Services
Massachusetts
$348K +$348K +614 New
BAM
2299
Baldrige Asset Management
Pennsylvania
$347K
LWP
2300
Legacy Wealth Planning
Nevada
$345K -$26.7K -47 -7%