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Costco

2,376 hedge funds and large institutions have $118B invested in Costco in 2021 Q2 according to their latest regulatory filings, with 157 funds opening new positions, 1,040 increasing their positions, 832 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,376
Holders Change
+36
Holders Change %
+1.54%
% of All Funds
41.48%
Holding in Top 10
107
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.88%
% of All Funds
1.87%
New
157
Increased
1,040
Reduced
832
Closed
89
Calls
$3.1B
Puts
$2.83B
Net Calls
+$280M
Net Calls Change
+$593M
Name Holding Trade Value Shares
Change
Shares
Change %
VIP
1226
Vantage Investment Partners
Missouri
$1.55M
GSBTD
1227
Glenview State Bank Trust Department
Illinois
$1.55M
Fidelity International
1228
Fidelity International
Bermuda
$1.54M +$625K +1,579 +68%
HB
1229
Homrich & Berg
Georgia
$1.54M +$142K +359 +10%
BFA
1230
Beaumont Financial Advisors
Massachusetts
$1.53M +$105K +265 +7%
GC
1231
GFG Capital
Florida
$1.53M +$111K +281 +8%
PPW
1232
Parcion Private Wealth
Washington
$1.53M -$42.7K -108 -3%
TWM
1233
Triton Wealth Management
Arizona
$1.53M +$135K +301 +10%
DFA
1234
Delta Financial Advisors
Louisiana
$1.52M +$11.5K +29 +0.8%
MAM
1235
Meeder Asset Management
Ohio
$1.52M +$175K +442 +13%
SSWM
1236
Smith Salley Wealth Management
North Carolina
$1.52M -$6.33K -16 -0.4%
LWAC
1237
Laurel Wealth Advisors (California)
California
$1.52M +$94.6K +239 +7%
DT
1238
Diversified Trust
Tennessee
$1.52M -$453K -1,146 -23%
WAS
1239
WESPAC Advisors SoCal
California
$1.51M +$195K +494 +15%
LAIC
1240
Lederer & Associates Investment Counsel
California
$1.5M +$49.5K +125 +3%
FFS
1241
Founders Financial Securities
Maryland
$1.5M +$188K +475 +14%
AWS
1242
AJ Wealth Strategies
New York
$1.5M
WP
1243
Waycross Partners
Kentucky
$1.5M +$312K +788 +26%
DBRC
1244
D.B. Root & Company
Pennsylvania
$1.5M +$92.9K +235 +7%
KF
1245
Krilogy Financial
Missouri
$1.5M -$168K -425 -10%
MPW
1246
Monterey Private Wealth
California
$1.49M +$60.6K +153 +4%
RWM
1247
Ritholtz Wealth Management
New York
$1.49M +$322K +814 +28%
TSS
1248
Two Sigma Securities
New York
$1.49M +$1.49M +3,771 New
CFP
1249
Curran Financial Partners
South Carolina
$1.49M -$60.5K -153 -4%
SIA
1250
SeaBridge Investment Advisors
New Jersey
$1.48M