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Costco

2,340 hedge funds and large institutions have $104B invested in Costco in 2021 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 1,117 increasing their positions, 783 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,340
Holders Change
Holders Change %
0%
% of All Funds
41.2%
Holding in Top 10
103
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-13.45%
% of All Funds
1.81%
New
157
Increased
1,117
Reduced
783
Closed
128
Calls
$3.22B
Puts
$3.54B
Net Calls
-$314M
Net Calls Change
+$201M
Name Holding Trade Value Shares
Change
Shares
Change %
V
676
Veritable
Delaware
$5.31M +$18K +51 +0.3%
IRF
677
IBM Retirement Fund
New York
$5.3M -$483K -1,371 -8%
PCIA
678
Prime Capital Investment Advisors
Kansas
$5.29M +$2.56M +7,252 +94%
BFPW
679
BOK Financial Private Wealth
Colorado
$5.29M -$107K -303 -2%
KTM
680
Keeler Thomas Management
Utah
$5.26M +$1.62M +4,603 +45%
IIM
681
Intact Investment Management
Quebec, Canada
$5.25M +$5.25M +14,900 New
WDA
682
Wendell David Associates
New Hampshire
$5.23M +$587K +1,665 +13%
CA
683
Clearstead Advisors
Ohio
$5.23M +$398K +1,129 +8%
TF
684
Tompkins Financial
New York
$5.22M +$181K +513 +4%
BJL
685
Brighton Jones LLC
Washington
$5.18M +$446K +1,266 +9%
CIA
686
Covington Investment Advisors
Pennsylvania
$5.18M +$196K +555 +4%
Walleye Trading
687
Walleye Trading
New York
$5.18M +$752K +2,134 +17%
SAM
688
Stewart Asset Management
New York
$5.11M -$303K -860 -6%
GBA
689
Garrison Bradford & Associates
New York
$5.08M +$8.11K +23 +0.2%
CCG
690
Cypress Capital Group
Florida
$5.07M -$149K -424 -3%
MWM
691
Marietta Wealth Management
Georgia
$5.06M +$445K +1,262 +10%
Capital Fund Management (CFM)
692
Capital Fund Management (CFM)
France
$5.02M +$5.02M +14,233 New
MA
693
Montag & Associates
Georgia
$5.01M -$243K -689 -5%
GFA
694
Gifford Fong Associates
California
$5.01M
FMII
695
Farmers & Merchants Investments Inc
Nebraska
$4.97M +$564K +1,600 +13%
BCPWM
696
Bradley & Co Private Wealth Management
Florida
$4.95M +$4.95M +14,046 New
APA
697
American Portfolios Advisors
New York
$4.95M +$275K +779 +6%
B
698
BP
United Kingdom
$4.93M -$911K -2,585 -16%
LIA
699
LS Investment Advisors
Michigan
$4.92M -$1.62M -4,604 -25%
PIM
700
Penobscot Investment Management
Massachusetts
$4.89M +$677K +1,920 +16%