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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 %
EFL
2351
ERn Financial LLC
Wisconsin
$318K
VC
2352
Vicus Capital
Pennsylvania
$318K +$318K +614 New
AFM
2353
Abbot Financial Management
Massachusetts
$317K
BDFN
2354
Bond & Devick Financial Network
Minnesota
$317K
CWM
2355
Cordatus Wealth Management
Pennsylvania
$317K +$19.3K +34 +6%
YWS
2356
Yarger Wealth Strategies
Ohio
$317K +$317K +558 New
BCP
2357
Berkeley Capital Partners
Georgia
$316K -$1.14K -2 -0.4%
WGAM
2358
Wilkinson Global Asset Management
New York
$316K +$316K +556 New
SC
2359
Sonen Capital
California
$316K +$316K +557 New
MAC
2360
Mason & Associates (California)
California
$316K +$316K +557 New
WI
2361
WrapManager Inc
California
$315K -$21.6K -38 -6%
RSVP
2362
Ramsay Stattman Vela & Price
Colorado
$315K
RTS
2363
Round Table Services
New Jersey
$315K +$26.2K +46 +9%
GA
2364
Geller Advisors
New York
$314K +$30.7K +54 +11%
OBWG
2365
Onyx Bridge Wealth Group
New York
$314K +$66.8K +118 +27%
PFA
2366
Paradigm Financial Advisors
Missouri
$313K -$7.95K -14 -2%
IIL
2367
Insight Inv LLC
California
$313K +$313K +551 New
IF
2368
IRON Financial
Illinois
$312K -$16.5K -29 -5%
AC
2369
Avenir Corporation
Virginia
$312K
SAM
2370
Sompo Asset Management
Japan
$312K +$28.4K +50 +10%
UIA
2371
Ulland Investment Advisors
Minnesota
$312K +$312K +550 New
AIA
2372
Alera Investment Advisors
Illinois
$311K +$12.5K +22 +4%
TIA
2373
Traphagen Investment Advisors
New Jersey
$311K +$311K +548 New
SCFS
2374
S.C. Financial Services
Arizona
$310K +$310K +600 New
VWA
2375
Visionary Wealth Advisors
Illinois
$309K -$21.5K -38 -7%