COST icon

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 %
SIM
2451
Studio Investment Management
Illinois
$278K -$26.7K -47 -9%
ARMC
2452
American Research & Management Company
Massachusetts
$278K
JBA
2453
Johnson Bixby & Associates
Washington
$277K +$277K +488 New
GCM
2454
Gables Capital Management
Florida
$276K +$176K +310 +175%
ST
2455
Sentinel Trust
Texas
$276K +$276K +486 New
PD
2456
Planning Directions
Pennsylvania
$275K
DI
2457
DAGCO Inc
Ohio
$275K
QCM
2458
Quest Capital Management
Texas
$275K +$1.7K +3 +0.6%
NDSI
2459
Newman Dignan & Sheerar Inc
Rhode Island
$275K +$6.25K +11 +2%
TCWM
2460
Total Clarity Wealth Management
Illinois
$275K +$70.3K +124 +34%
AIA
2461
Allied Investment Advisors
Montana
$275K +$275K +485 New
FBC
2462
Fairfield, Bush & Co
Connecticut
$274K -$37.4K -66 -12%
KIG
2463
Kowal Investment Group
Wisconsin
$274K +$100K +177 +58%
W
2464
Wealthquest
Ohio
$273K -$53.2K -94 -16%
PLFAM
2465
Pineno Levin & Ford Asset Management
Virginia
$270K
AIC
2466
Ayalon Insurance Company
Israel
$270K
G
2467
GenTrust
Florida
$269K -$52.9K -104 -16%
RAM
2468
Riggs Asset Management
Pennsylvania
$269K
HW
2469
Hamilton Wealth
California
$268K +$268K +472 New
TSWM
2470
Tyler-Stone Wealth Management
Ohio
$268K +$268K +472 New
SFP
2471
Sandbox Financial Partners
Maryland
$267K +$2.27K +4 +0.9%
VCM
2472
Vivaldi Capital Management
Illinois
$266K -$7.94K -14 -3%
JLBC
2473
J.L. Bainbridge & Co
Florida
$265K
RWM
2474
RBA Wealth Management
California
$265K +$265K +466 New
OIM
2475
Oder Investment Management
California
$265K +$265K +466 New