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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 %
KCFA
2426
Key Client Fiduciary Advisors
New Jersey
$288K +$288K +507 New
SFG
2427
Summit Financial Group
West Virginia
$287K
CNAM
2428
Campbell Newman Asset Management
Wisconsin
$287K
QTM
2429
qPULA Trading Management
New York
$287K +$287K +505 New
AWM
2430
Avondale Wealth Management
Texas
$286K
SFS
2431
Summit Financial Strategies
Ohio
$286K +$5.68K +10 +2%
SAS
2432
Sanford Advisory Services
Michigan
$286K +$5.69K +10 +2%
AMR
2433
Asset Management Resources
Massachusetts
$286K +$286K +504 New
EPA
2434
Element Pointe Advisors
Florida
$284K
AIM
2435
Acropolis Investment Management
Missouri
$284K
WCM
2436
Wunderlich Capital Managemnt
Tennessee
$284K
BWM
2437
BigSur Wealth Management
Florida
$284K
VWA
2438
VERITY Wealth Advisors
United States
$284K
FWP
2439
Falcon Wealth Planning
California
$284K +$5.67K +10 +2%
ACP
2440
Aveo Capital Partners
Colorado
$284K +$22.1K +39 +8%
MAP
2441
Milestone Advisory Partners
North Carolina
$284K +$284K +500 New
VFG
2442
V2 Financial group
Illinois
$284K
MIM
2443
Merrion Investment Management
New Jersey
$283K
ET
2444
Equitable Trust
Tennessee
$283K +$283K +498 New
MIM
2445
Meixler Investment Management
Arizona
$283K +$283K +499 New
PCM
2446
Prelude Capital Management
New York
$282K -$949K -1,672 -77%
SOW
2447
State of Wyoming
Wyoming
$281K +$3.97K +7 +1%
TFGT
2448
TS Financial Group (TSFG)
Illinois
$281K +$5.11K +9 +2%
PP
2449
PrairieView Partners
Minnesota
$281K +$40.9K +72 +17%
BCM
2450
Breiter Capital Management
Florida
$279K