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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 %
1CP
2326
17 Capital Partners
Arizona
$330K
JWS
2327
Juncture Wealth Strategies
Arizona
$329K +$329K +580 New
UWPG
2328
Ullmann Wealth Partners Group
Florida
$328K +$8.53K +15 +3%
KCM
2329
Karp Capital Management
California
$328K +$11.9K +21 +4%
JFA
2330
JNBA Financial Advisors
Minnesota
$328K +$20.4K +36 +7%
DLG
2331
Daniel L. Goodwin
$327K -$63.1K -110 -16%
TWM
2332
TMD Wealth Management
Arizona
$327K
Wealth Enhancement Advisory Services
2333
Wealth Enhancement Advisory Services
Minnesota
$327K +$85.6K +172 +35%
IWN
2334
Independent Wealth Network
Iowa
$326K -$70.9K -125 -18%
NB
2335
Northwest Bancshares
Pennsylvania
$326K -$69.3K -122 -18%
AAM
2336
Arabesque Asset Management
United Kingdom
$326K -$13.6K -24 -4%
SFFS
2337
Stonehage Fleming Financial Services
Jersey
$326K
LCC
2338
Lincoln Capital Corp
Rhode Island
$326K +$44.9K +79 +16%
6F
2339
626 Financial
Michigan
$326K +$326K +575 New
GCA
2340
Gradient Capital Advisors
California
$325K +$5.67K +10 +2%
AWP
2341
Ascent Wealth Partners
New York
$325K +$35.8K +63 +12%
IFO
2342
Independent Family Office
New York
$324K
CAM
2343
Capco Asset Management
Florida
$322K
KPWG
2344
KFA Private Wealth Group
Virginia
$322K +$567 +1 +0.2%
AS
2345
Altshuler Shaham
Israel
$322K +$221K +390 +219%
EIA
2346
Edgemoor Investment Advisors
Maryland
$321K
PI
2347
Pachira Investments
California
$321K +$7.37K +13 +2%
UAS
2348
United Asset Strategies
New York
$320K +$3.41K +6 +1%
TTWM
2349
TCV Trust & Wealth Management
Virginia
$320K +$13.1K +23 +4%
CRIG
2350
Charter Research & Investment Group
Connecticut
$318K -$11.3K -20 -3%