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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 %
OPTFSNA
2401
Old Point Trust & Financial Services N A
Virginia
$297K +$297K +523 New
FPOC
2402
Financial Planners of Cleveland
Ohio
$297K +$297K +572 New
CIC
2403
Cornercap Investment Counsel
Georgia
$296K
IWA
2404
Intercontinental Wealth Advisors
Texas
$295K
CCM
2405
Canal Capital Management
Virginia
$295K +$3.98K +7 +1%
WP
2406
WealthShield Partners
North Carolina
$295K +$39.8K +70 +16%
BHB
2407
Bank Hapoalim BM
Israel
$294K -$34.1K -60 -10%
GSC
2408
G&S Capital
Colorado
$294K -$7.38K -13 -2%
BS
2409
Bessemer Securities
New York
$294K +$24.4K +43 +9%
QC
2410
QCM Cayman
Texas
$294K +$294K +517 New
MTC
2411
McDaniel Terry & Co
Texas
$292K +$3.41K +6 +1%
SIS
2412
Sound Income Strategies
Florida
$292K +$28.4K +50 +11%
HWM
2413
Holloway Wealth Management
Florida
$291K -$231K
WAG
2414
Winthrop Advisory Group
Massachusetts
$291K +$19.9K +35 +7%
GAG
2415
Goodman Advisory Group
Massachusetts
$291K +$291K +512 New
LA
2416
LVW Advisors
New York
$290K -$23.3K -41 -7%
RCG
2417
Rock Creek Group
District of Columbia
$290K -$7.38K -13 -2%
LF
2418
Lantz Financial
Illinois
$290K
RA
2419
Rodgers & Associates
Pennsylvania
$290K
MA
2420
Mosaic Advisors
Texas
$290K +$290K +510 New
TC
2421
Truvestments Capital
Florida
$289K +$17.6K +31 +6%
DU
2422
Delphia (USA)
Ontario, Canada
$289K +$289K +508 New
CC
2423
Cornerstone Capital
California
$288K
SCM
2424
Stordahl Capital Management
Colorado
$288K
SMC
2425
Smith, Moore & Co
Missouri
$288K +$16.4K +29 +6%