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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 %
VCP
1351
Vista Capital Partners
Oregon
$708K +$303 +1 +0%
TMAM
1352
Tokio Marine Asset Management
Japan
$708K +$76.7K +253 +12%
WKWM
1353
Walter & Keenan Wealth Management
Indiana
$705K -$3.66M -12,066 -84%
WWM
1354
WT Wealth Management
Arizona
$705K +$103K +340 +17%
CIA
1355
Choate Investment Advisors
Massachusetts
$704K
CRCM
1356
Corbett Road Capital Management
Virginia
$703K +$261K +860 +59%
HCM
1357
Howland Capital Management
Massachusetts
$701K +$87.6K +289 +14%
EI
1358
Ellevest Inc
New York
$700K +$24.6K +81 +4%
TCM
1359
Tufton Capital Management
Maryland
$699K +$9.99K +33 +1%
AIC
1360
Ayalon Insurance Company
Israel
$698K -$480K -1,575 -41%
EIA
1361
Eastover Investment Advisors
North Carolina
$697K +$18.2K +60 +3%
EA
1362
Elm Advisors
California
$696K -$170K -560 -20%
FAT
1363
First American Trust
California
$696K +$159K +525 +30%
HC
1364
Hendley & Co
Ohio
$695K +$8.19K +27 +1%
PWMG
1365
Prestige Wealth Management Group
New Jersey
$693K +$190K +628 +38%
NCM
1366
Northside Capital Management
Oregon
$691K +$124K +408 +22%
AWM
1367
Apollon Wealth Management
South Carolina
$691K +$691K +2,277 New
TFS
1368
TrustCore Financial Services
Tennessee
$685K +$33K +109 +5%
IAS
1369
Investment Advisory Services
Texas
$684K +$13.9K +46 +2%
AFC
1370
AFT Forsyth & Company
Florida
$684K +$130K +430 +24%
CC
1371
Centiva Capital
New York
$677K +$677K +2,233 New
FNBOSM
1372
First National Bank of South Miami
Florida
$676K +$24.3K +80 +4%
MPW
1373
Monterey Private Wealth
California
$675K +$1.21K +4 +0.2%
WOSD
1374
WFA of San Diego
California
$673K +$673K +2,199 New
CA
1375
Cornerstone Advisory
Maryland
$669K +$105K +348 +19%