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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 %
BDWCC
2376
B&D White Capital Company
Texas
$309K +$25.5K +45 +9%
FCIM
2377
Fairview Capital Investment Management
California
$308K -$3.4K -6 -1%
E
2378
ETFidea
New York
$307K +$307K +541 New
DWA
2379
Delos Wealth Advisors
Texas
$306K
IAG
2380
Investmark Advisory Group
Connecticut
$306K +$306K +539 New
MAM
2381
Magellan Asset Management
Australia
$305K -$54.5K -96 -15%
ACM
2382
Anfield Capital Management
California
$305K +$26.1K +46 +9%
B
2383
Bridgeworth
Alabama
$304K
NPT
2384
Nixon Peabody Trust
Massachusetts
$304K +$304K +536 New
MUMSS
2385
Mitsubishi UFJ Morgan Stanley Securities
Japan
$303K +$184K +324 +154%
AC
2386
Asio Capital
Kentucky
$302K +$302K +532 New
UI
2387
Unconventional Investor
New Hampshire
$302K +$302K +532 New
WAM
2388
Winslow Asset Management
Ohio
$300K
PWS
2389
Paragon Wealth Strategies
Florida
$300K
IA
2390
Inspire Advisors
Idaho
$300K +$41.5K +73 +16%
VAFP
2391
Vahanian & Associates Financial Planning
New York
$300K +$300K +528 New
CG
2392
Corundum Group
Colorado
$300K +$300K +529 New
BWM
2393
Blossom Wealth Management
California
$299K +$13.6K +24 +5%
PFC
2394
Poplar Forest Capital
California
$299K +$14.8K +26 +5%
FTUS
2395
Flow Traders U.S.
New York
$299K +$299K +527 New
NERM
2396
New England Research & Management
Illinois
$298K -$14.2K -25 -5%
LBA
2397
Lowell Blake & Associates
Massachusetts
$298K
APW
2398
Aurora Private Wealth
New Jersey
$297K -$328K -579 -52%
OPOWM
2399
One Plus One Wealth Management
Florida
$297K
DWMG
2400
DB Wealth Management Group
California
$297K +$240K +422 +418%