COST icon

Costco

2,041 hedge funds and large institutions have $87.8B invested in Costco in 2020 Q1 according to their latest regulatory filings, with 182 funds opening new positions, 838 increasing their positions, 806 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,041
Holders Change
+46
Holders Change %
+2.31%
% of All Funds
45.09%
Holding in Top 10
162
Holding in Top 10 Change
+67
Holding in Top 10 Change %
+70.53%
% of All Funds
3.58%
New
182
Increased
838
Reduced
806
Closed
109
Calls
$1.61B
Puts
$2.15B
Net Calls
-$538M
Net Calls Change
+$385M
Name Holding Trade Value Shares
Change
Shares
Change %
AIIMS
1101
Analyst IMS Investment Management Services
Israel
$1.2M -$163K -570 -12%
LOIM
1102
Liberty One Investment Management
Illinois
$1.19M -$37.6K -132 -3%
FI
1103
FormulaFolio Investments
Michigan
$1.19M +$140K +491 +13%
BDF
1104
Balasa Dinverno & Foltz
$1.19M +$344K +1,205 +41%
IWC
1105
Integrated Wealth Concepts
Massachusetts
$1.18M +$214K +751 +22%
AF
1106
Allworth Financial
California
$1.18M +$45.6K +160 +4%
NIM
1107
NuWave Investment Management
New Jersey
$1.18M -$54.7K -192 -4%
CCA
1108
Checchi Capital Advisers
California
$1.18M +$53K +186 +5%
GW
1109
GW & Wade
Massachusetts
$1.17M -$75K -263 -6%
JFA
1110
Johanson Financial Advisors
California
$1.17M -$322M -1,131,221 -100%
DWM
1111
Dorchester Wealth Management
Quebec, Canada
$1.17M -$109K -383 -9%
BOTW
1112
Bank of the West
California
$1.17M -$39.3K -138 -3%
RPC
1113
Rossmore Private Capital
Connecticut
$1.16M +$412K +1,445 +55%
MMG
1114
Monetary Management Group
Missouri
$1.16M +$71.3K +250 +7%
VPIM
1115
Vanguard Personalized Indexing Management
California
$1.16M +$1.16M +4,063 New
BFA
1116
Beaumont Financial Advisors
Massachusetts
$1.15M +$13.7K +48 +1%
SIAP
1117
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.15M -$14.3K -50 -1%
PL
1118
PWMCO LLC
Illinois
$1.14M
MS
1119
Maven Securities
Jersey
$1.14M +$931K +3,264 +442%
OBGC
1120
O'Brien Greene & Co
Pennsylvania
$1.14M
III
1121
Independent Investors Inc
New York
$1.14M +$171K +600 +18%
CT
1122
Columbia Trust
Oregon
$1.14M -$61.2K -215 -5%
ZCI
1123
Zevenbergen Capital Investments
Washington
$1.14M +$205K +720 +22%
QCG
1124
Quadrant Capital Group
Ohio
$1.13M +$313K +1,101 +39%
MECA
1125
Miller Equity Capital Advisors
Texas
$1.13M -$271K -950 -19%