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Costco

2,443 hedge funds and large institutions have $134B invested in Costco in 2021 Q3 according to their latest regulatory filings, with 173 funds opening new positions, 955 increasing their positions, 931 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,443
Holders Change
+67
Holders Change %
+2.82%
% of All Funds
42.9%
Holding in Top 10
152
Holding in Top 10 Change
+45
Holding in Top 10 Change %
+42.06%
% of All Funds
2.67%
New
173
Increased
955
Reduced
931
Closed
67
Calls
$3.75B
Puts
$4.22B
Net Calls
-$473M
Net Calls Change
-$752M
Name Holding Trade Value Shares
Change
Shares
Change %
MSE
526
MUFG Securities EMEA
United Kingdom
$10.6M -$66.9M -148,787 -86%
FWCM
527
Ferguson Wellman Capital Management
Oregon
$10.5M -$2.64M -5,875 -20%
PWAG
528
Polaris Wealth Advisory Group
California
$10.5M -$21.7K -48 -0.2%
TW
529
Transform Wealth
Colorado
$10.4M -$151K -335 -1%
GP
530
Girard Partners
Pennsylvania
$10.4M +$336K +748 +3%
BBA
531
BLB&B Advisors
Pennsylvania
$10.4M -$304K -677 -3%
AIP
532
Ameritas Investment Partners
Nebraska
$10.3M -$723K -1,610 -7%
FWM
533
Frontier Wealth Management
Missouri
$10.3M +$24.7K +55 +0.2%
BFA
534
Bragg Financial Advisors
North Carolina
$10.2M +$665K +1,480 +7%
BAMF
535
BI Asset Management Fondsmaeglerselskab
Denmark
$10.2M +$8.77M +19,514 +605%
AA
536
Auxano Advisors
Washington
$10.2M -$6.29K -14 -0.1%
NLGIA
537
Nippon Life Global Investors Americas
New York
$10.2M -$930K -2,070 -8%
PA
538
Parallel Advisors
California
$10.1M +$386K +859 +4%
USCWA
539
U.S. Capital Wealth Advisors
Texas
$10.1M +$10.1M +22,438 New
OAM
540
Oppenheimer Asset Management
New York
$10.1M -$3.58M -7,978 -26%
Marshall Wace
541
Marshall Wace
United Kingdom
$10.1M +$2.33M +5,189 +30%
SCA
542
Spearhead Capital Advisors
Florida
$9.98M -$1.54M -3,420 -13%
MIAN
543
Mariner Independent Advisor Network
Kansas
$9.96M +$299K +674 +3%
FF
544
FourThought Financial
Florida
$9.95M -$317K -706 -3%
CCMINC
545
Cardinal Capital Management Inc (North Carolina)
North Carolina
$9.9M -$178K -397 -2%
CIM
546
Chapman Investment Management
California
$9.89M
ODCM
547
Old Dominion Capital Management
Virginia
$9.88M -$67K -149 -0.7%
BBVA
548
Banco Bilbao Vizcaya Argentaria
Spain
$9.86M +$2M +4,452 +25%
AC
549
Alley Company
Illinois
$9.85M +$129K +286 +1%
SGI
550
Summit Global Investments
Utah
$9.76M -$8.27M -18,404 -46%