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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 %
WI
1126
Wintrust Investments
Illinois
$1.2M +$202K +665 +20%
MWM
1127
Merriman Wealth Management
Washington
$1.2M -$484K -1,595 -29%
MECA
1128
Miller Equity Capital Advisors
Texas
$1.2M
BAS
1129
Brown Advisory Securities
Maryland
$1.19M
AB
1130
Atlas Brown
Kentucky
$1.19M +$162K +533 +16%
EGM
1131
Engineers Gate Manager
New York
$1.18M -$7.53M -24,840 -86%
EA
1132
Ellsworth Advisors
Ohio
$1.18M +$1.18M +3,881 New
CIA
1133
CSat Investment Advisory
Michigan
$1.17M -$316K -1,043 -21%
DWM
1134
Dorchester Wealth Management
Quebec, Canada
$1.17M -$74.3K -245 -6%
BOTW
1135
Bank of the West
California
$1.17M -$71.9K -237 -6%
JWM
1136
JGP Wealth Management
Oregon
$1.17M +$8.23K +26 +0.7%
BCWM
1137
Blue Chip Wealth Management
Florida
$1.17M +$102K +336 +10%
SVCP
1138
Silicon Valley Capital Partners
California
$1.16M +$123K +405 +12%
GSWM
1139
Golden State Wealth Management
California
$1.15M -$10.3K -34 -0.9%
SFI
1140
Susquehanna Fundamental Investments
Pennsylvania
$1.15M +$1.15M +3,800 New
VFA
1141
Valeo Financial Advisors
Indiana
$1.15M +$16.4K +54 +1%
IG
1142
ING Group
Netherlands
$1.13M -$1.32M -4,355 -54%
HFS
1143
Hantz Financial Services
Michigan
$1.13M +$27K +89 +2%
NC
1144
NewSquare Capital
Pennsylvania
$1.13M +$197K +650 +21%
BIAS
1145
Beacon Investment Advisory Services
New Jersey
$1.12M +$773K +2,549 +225%
VAS
1146
Vestmark Advisory Solutions
Massachusetts
$1.12M +$54.6K +180 +5%
CPSC
1147
Carl P. Sherr & Co
Massachusetts
$1.11M
Westfield Capital Management
1148
Westfield Capital Management
Massachusetts
$1.11M +$1.11M +3,656 New
CFA
1149
Capstone Financial Advisors
Illinois
$1.11M +$89.5K +295 +9%
MWA
1150
Moser Wealth Advisors
Washington
$1.11M