COST icon

Costco

1,811 hedge funds and large institutions have $90.3B invested in Costco in 2019 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 700 increasing their positions, 707 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,811
Holders Change
+68
Holders Change %
+3.9%
% of All Funds
39.78%
Holding in Top 10
110
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+20.88%
% of All Funds
2.42%
New
136
Increased
700
Reduced
707
Closed
56
Calls
$1.49B
Puts
$2.17B
Net Calls
-$678M
Net Calls Change
-$44.9M
Name Holding Trade Value Shares
Change
Shares
Change %
VFA
1076
Valeo Financial Advisors
Indiana
$997K +$177K +616 +22%
MPI
1077
Mairs & Power Inc
Minnesota
$995K +$8.93K +31 +0.9%
WP
1078
WealthSource Partners
California
$993K -$44.1K -153 -4%
III
1079
Independent Investors Inc
New York
$992K
TAM
1080
Taurus Asset Management
New York
$986K -$67.1K -233 -6%
HA
1081
Harfst & Associates
Wyoming
$985K +$20.7K +72 +2%
DBRC
1082
D.B. Root & Company
Pennsylvania
$983K +$124K +430 +14%
RT
1083
Rockland Trust
Massachusetts
$983K +$439K +1,519 +81%
WI
1084
Wintrust Investments
Illinois
$977K +$64K +222 +7%
BOS
1085
Bingham Osborn & Scarborough
California
$976K -$120K -416 -11%
LB
1086
Legacy Bridge
Iowa
$973K -$14.4K -50 -1%
LW
1087
Linscomb Wealth
Texas
$971K +$65.1K +226 +7%
PCM
1088
Princeton Capital Management
New Jersey
$970K -$51.9K -180 -5%
CT
1089
Cambridge Trust
Massachusetts
$969K +$75.8K +263 +8%
HCM
1090
Horan Capital Management
Maryland
$968K -$1.15K -4 -0.1%
CCMG
1091
Clark Capital Management Group
Pennsylvania
$967K -$27.4K -95 -3%
SAM
1092
Shikiar Asset Management
New York
$965K
SIAG
1093
Signet Investment Advisory Group
Rhode Island
$959K -$47.5K -165 -5%
CIAS
1094
Capital Investment Advisory Services
North Carolina
$952K -$108K -376 -10%
VAS
1095
Vestmark Advisory Solutions
Massachusetts
$952K -$6.34K -22 -0.7%
LCM
1096
Logan Capital Management
Pennsylvania
$947K -$14.4K -50 -1%
AB
1097
Atlas Brown
Kentucky
$946K
EFS
1098
Essex Financial Services
Connecticut
$942K -$29.1K -101 -3%
MFW
1099
Meristem Family Wealth
Minnesota
$940K +$576K +2,000 +158%
PCTC
1100
Perkins Coie Trust Company
Washington
$939K +$271K +940 +41%