COST icon

Costco

2,074 hedge funds and large institutions have $93B invested in Costco in 2020 Q2 according to their latest regulatory filings, with 173 funds opening new positions, 926 increasing their positions, 728 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,074
Holders Change
+33
Holders Change %
+1.62%
% of All Funds
42.63%
Holding in Top 10
108
Holding in Top 10 Change
-54
Holding in Top 10 Change %
-33.33%
% of All Funds
2.22%
New
173
Increased
926
Reduced
728
Closed
119
Calls
$1.79B
Puts
$2.49B
Net Calls
-$706M
Net Calls Change
-$168M
Name Holding Trade Value Shares
Change
Shares
Change %
COI
1026
Connable Office Inc
Michigan
$1.57M -$142K -467 -8%
BDS
1027
Banco de Sabadell
Florida
$1.57M +$192K +633 +14%
SOAMC
1028
Spirit of America Management Corp
New York
$1.56M +$121K +400 +8%
WCF
1029
West Coast Financial
California
$1.56M -$170K -562 -10%
DPIM
1030
Duff & Phelps Investment Management
Illinois
$1.55M +$30.3K +100 +2%
NWP
1031
Northstar Wealth Partners
Connecticut
$1.53M -$104K -344 -6%
CAL
1032
Capital Analysts LLC
Pennsylvania
$1.53M +$34.3K +113 +2%
DAM
1033
Doheny Asset Management
California
$1.53M +$6.07K +20 +0.4%
AIA
1034
Angeles Investment Advisors
California
$1.53M -$573K -1,890 -27%
Kovitz Investment Group Partners
1035
Kovitz Investment Group Partners
Illinois
$1.52M +$8.79K +29 +0.6%
BDF
1036
Balasa Dinverno & Foltz
$1.52M +$262K +864 +21%
GPA
1037
Garrison Point Advisors
California
$1.52M -$6.07K -20 -0.4%
WANY
1038
Wealthspire Advisors (New York)
New York
$1.52M -$1.36M -4,499 -47%
SIG
1039
Sargent Investment Group
Maryland
$1.52M -$60.9K -200 -4%
GD
1040
Grandfield & Dodd
New York
$1.52M +$3.33K +11 +0.2%
SCG
1041
Sonata Capital Group
Washington
$1.52M +$60.6K +200 +4%
CF
1042
Centaurus Financial
California
$1.5M +$174K +575 +13%
CCM
1043
CAAS Capital Management
New York
$1.5M +$1.5M +4,947 New
CWM
1044
Calamos Wealth Management
Illinois
$1.49M -$117K -386 -7%
WMC
1045
Westwood Management Corporation
Illinois
$1.49M +$45.5K +150 +3%
IC
1046
Intersect Capital
California
$1.48M -$136K -450 -8%
HIM
1047
Hotaling Investment Management
Pennsylvania
$1.48M +$14.9K +49 +1%
PBF
1048
Petix & Botte Financial
California
$1.48M +$739K +4,876 +100%
DLA
1049
Douglas Lane & Associates
New York
$1.47M +$8.49K +28 +0.6%
PGWM
1050
Parisi Gray Wealth Management
New Jersey
$1.47M +$36.1K +119 +3%