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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 %
CFP
1226
Curran Financial Partners
South Carolina
$1.38M -$58.1K -165 -4%
BW
1227
Bison Wealth
Georgia
$1.38M +$145K +412 +12%
GSBTD
1228
Glenview State Bank Trust Department
Illinois
$1.38M +$7.4K +21 +0.5%
MWA
1229
Moser Wealth Advisors
Washington
$1.37M +$88.1K +250 +7%
DWM
1230
Dorchester Wealth Management
Quebec, Canada
$1.37M +$193K +547 +16%
GSC
1231
Ground Swell Capital
South Carolina
$1.37M +$1.37M +3,883 New
GIM
1232
Grassi Investment Management
California
$1.37M +$122K +345 +10%
BWL
1233
Bogart Wealth LLC
Virginia
$1.37M +$454K +1,288 +50%
BSG
1234
Black Swift Group
Colorado
$1.36M +$1.35M +3,842 +18,295%
SSWM
1235
Smith Salley Wealth Management
North Carolina
$1.36M -$308K -874 -18%
GSWM
1236
Golden State Wealth Management
California
$1.35M -$126K -358 -9%
DFA
1237
Delta Financial Advisors
Louisiana
$1.35M +$183K +519 +16%
HT
1238
Heritage Trust
Oklahoma
$1.35M -$24K -68 -2%
EH
1239
Employers Holdings
Nevada
$1.35M
ED
1240
Exane Derivatives
France
$1.35M +$213K +604 +19%
SBIA
1241
Sheaff Brock Investment Advisors
Indiana
$1.34M +$95.8K +272 +8%
AWS
1242
AJ Wealth Strategies
New York
$1.34M -$70.8K -201 -5%
MPW
1243
Monterey Private Wealth
California
$1.34M +$349K +947 +35%
MGIA
1244
Moneta Group Investment Advisors
Missouri
$1.32M -$57.1K -162 -4%
SIA
1245
SeaBridge Investment Advisors
New Jersey
$1.32M -$38.8K -110 -3%
CPO
1246
Cerity Partners OCIO
New York
$1.32M +$198K +562 +18%
VIA
1247
Vident Investment Advisory
Georgia
$1.31M +$352 +1 +0%
NEI
1248
Northwest & Ethical Investments
Ontario, Canada
$1.31M -$16.2K -46 -1%
EP
1249
Eudaimonia Partners
Tennessee
$1.3M -$180K -510 -12%
BOM
1250
Bank of Marin
California
$1.3M +$93.1K +264 +8%