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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 %
CFA
1251
Capstone Financial Advisors
Illinois
$1.3M +$116K +330 +10%
Koshinski Asset Management
1252
Koshinski Asset Management
Illinois
$1.3M +$425K +1,205 +49%
LAIC
1253
Lederer & Associates Investment Counsel
California
$1.3M +$213K +603 +20%
HIA
1254
Harbor Investment Advisory
Maryland
$1.29M +$74.4K +211 +6%
WIS
1255
Wright Investors Service
Connecticut
$1.29M -$1.34M -3,804 -51%
WP
1256
WealthSource Partners
California
$1.29M +$418K +1,186 +48%
WSFS
1257
Wilmington Savings Fund Society
Delaware
$1.29M
IAN
1258
Integrated Advisors Network
Texas
$1.28M +$34.5K +98 +3%
PG
1259
Pendal Group
Australia
$1.28M +$896K +2,543 +231%
AIS
1260
AM Investment Strategies
Tennessee
$1.28M +$277K +786 +28%
FA
1261
Fiducient Advisors
Illinois
$1.27M +$7.05K +20 +0.6%
BFA
1262
Beaumont Financial Advisors
Massachusetts
$1.27M -$136K -387 -10%
LWAC
1263
Laurel Wealth Advisors (California)
California
$1.27M -$119K -339 -9%
MIM
1264
Meridiem Investment Management
United Kingdom
$1.27M
III
1265
Independent Investors Inc
New York
$1.27M
BA
1266
BCM Advisors
Louisiana
$1.27M +$18.7K +50 +1%
GC
1267
GFG Capital
Florida
$1.27M +$292K +828 +30%
CPSC
1268
Carl P. Sherr & Co
Massachusetts
$1.26M
FC
1269
Forte Capital
New York
$1.26M +$102K +289 +9%
FANJ
1270
Financial Architects (New Jersey)
New Jersey
$1.25M +$19.7K +56 +2%
DBRC
1271
D.B. Root & Company
Pennsylvania
$1.25M +$212K +601 +20%
PCM
1272
Pointe Capital Management
Michigan
$1.25M
SAMC
1273
Spectrum Asset Management (California)
California
$1.25M +$151K +427 +14%
DIP
1274
DT Investment Partners
Pennsylvania
$1.25M +$360K +1,022 +40%
AF
1275
Advisornet Financial
Minnesota
$1.25M +$164K +464 +15%