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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 %
FFG
2301
Frisch Financial Group
New York
$343K -$568 -1 -0.2%
PHS
2302
Pekin Hardy Strauss
Illinois
$343K
HCP
2303
Holt Capital Partners
Texas
$342K
KWM
2304
Keebeck Wealth Management
Illinois
$342K
LBC
2305
Lowe Brockenbrough & Co
Virginia
$342K +$46.6K +82 +16%
KIC
2306
Kensington Investment Counsel
California
$342K +$342K +603 New
MKC
2307
M. Kraus & Co
Vermont
$341K
OFA
2308
Oak Family Advisors
Illinois
$341K +$341K +600 New
MA
2309
Mezzasalma Advisors
New Jersey
$340K
MCP
2310
Mirador Capital Partners
California
$340K +$17.1K +30 +5%
FCM
2311
Firestone Capital Management
Florida
$339K +$567 +1 +0.2%
WA
2312
Wealthstream Advisors
New York
$338K +$338K +595 New
ERIM
2313
Eagle Ridge Investment Management
Connecticut
$337K
HCM
2314
HMS Capital Management
Tennessee
$336K -$11.4K -20 -3%
GHAM
2315
Gilman Hill Asset Management
Connecticut
$336K -$567 -1 -0.2%
TSWM
2316
Triangle Securities Wealth Management
North Carolina
$336K +$3.98K +7 +1%
TAIM
2317
TD Ameritrade Investment Management
Nebraska
$336K +$107K +189 +47%
SWAG
2318
Spectrum Wealth Advisory Group
California
$334K -$16.5K -29 -5%
OWA
2319
Octavia Wealth Advisors
Ohio
$334K -$12.5K -22 -4%
AIA
2320
Arbor Investment Advisors
North Carolina
$334K
EF
2321
Exeter Financial
Arizona
$333K -$104K -200 -24%
S
2322
Surevest
California
$333K -$25.5K -45 -7%
WSCM
2323
Wellington Shields Capital Management
New York
$332K
LF
2324
Lee Financial
Texas
$332K +$22.7K +40 +7%
TC
2325
Trust Company
Kansas
$330K -$2.84K -5 -0.9%