COST icon

Costco

2,149 hedge funds and large institutions have $108B invested in Costco in 2020 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 897 increasing their positions, 788 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,149
Holders Change
+75
Holders Change %
+3.62%
% of All Funds
43.48%
Holding in Top 10
127
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+17.59%
% of All Funds
2.57%
New
165
Increased
897
Reduced
788
Closed
71
Calls
$3.49B
Puts
$3.54B
Net Calls
-$50.3M
Net Calls Change
+$656M
Name Holding Trade Value Shares
Change
Shares
Change %
AW
651
ACG Wealth
Georgia
$5.4M -$44.7K -126 -0.8%
RWP
652
RWA Wealth Partners
Massachusetts
$5.39M +$337K +950 +7%
ETC
653
Exchange Traded Concepts
Oklahoma
$5.39M -$4.76M -13,398 -47%
CCM
654
Copeland Capital Management
Pennsylvania
$5.38M -$119K -334 -2%
JWCA
655
J.W. Cole Advisors
Florida
$5.34M +$5.34M +15,048 New
SLI
656
Sumitomo Life Insurance
Japan
$5.32M -$343K -967 -6%
PP
657
Prudential plc
United Kingdom
$5.31M +$3.63M +10,235 +217%
BPA
658
Beacon Pointe Advisors
California
$5.3M -$425K -1,197 -7%
PAG
659
Private Advisory Group
Washington
$5.29M -$1.26M -3,539 -19%
Credit Agricole
660
Credit Agricole
France
$5.28M
AIM
661
Artemis Investment Management
United Kingdom
$5.25M +$5.25M +14,805 New
HCM
662
Harvey Capital Management
Florida
$5.25M -$980K -2,760 -16%
DCM
663
Decatur Capital Management
Georgia
$5.24M +$972K +2,739 +23%
ISWM
664
Independent Solutions Wealth Management
New York
$5.2M -$218K -614 -4%
MCM
665
Mattern Capital Management
Colorado
$5.19M +$24.1K +68 +0.5%
FAIM
666
Financial Advocates Investment Management
Washington
$5.18M -$381K -1,073 -7%
RJT
667
Raymond James Trust
Florida
$5.16M -$49K -138 -0.9%
EWM
668
Empirical Wealth Management
Washington
$5.13M -$100K -282 -2%
HFS
669
Haverford Financial Services
Pennsylvania
$5.12M +$519K +1,461 +11%
GIM
670
Goelzer Investment Management
Indiana
$5.11M -$109K -306 -2%
TCM
671
Thames Capital Management
New Jersey
$5.08M
CI
672
Cigna Investments
Connecticut
$5.08M -$3.2K -9 -0.1%
CTA
673
Carillon Tower Advisers
Florida
$5.04M -$4.79M -13,500 -49%
GFA
674
Gifford Fong Associates
California
$5.04M
WAM
675
World Asset Management
Michigan
$5.04M -$222K -625 -4%