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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 %
MSFP
1351
Mark Sheptoff Financial Planning
Connecticut
$1.06M -$17.6K -50 -2%
OPS
1352
Orion Portfolio Solutions
Nebraska
$1.06M -$1.76K -5 -0.2%
ANRIA
1353
American National Registered Investment Advisor
Texas
$1.06M -$1.06K -3 -0.1%
EDRH
1354
Edmond de Rothschild Holding
Switzerland
$1.06M -$1.13M -3,204 -52%
WP
1355
Waycross Partners
Kentucky
$1.06M
MCM
1356
Maryland Capital Management
Maryland
$1.06M +$26.5K +75 +3%
TF
1357
Trek Financial
Arizona
$1.06M +$271K +770 +35%
SVCP
1358
Silicon Valley Capital Partners
California
$1.06M -$398K -1,130 -27%
LWM
1359
Laidlaw Wealth Management
New York
$1.05M +$97K +275 +10%
WC
1360
Westhampton Capital
North Carolina
$1.05M +$113K +320 +12%
RWM
1361
Ritholtz Wealth Management
New York
$1.04M +$48.6K +138 +5%
IA
1362
IFG Advisory
Georgia
$1.04M -$1.71M -4,862 -62%
CIM
1363
CIM Investment Management
Pennsylvania
$1.04M -$37.4K -106 -3%
CT
1364
Chicago Trust
Illinois
$1.03M +$104K +294 +11%
SIG
1365
Sky Investment Group
Connecticut
$1.02M -$15.9K -45 -2%
ACM
1366
Argent Capital Management
Missouri
$1.02M
WCM
1367
Washburn Capital Management
Florida
$1.02M +$3.53K +10 +0.3%
MCC
1368
Malaga Cove Capital
California
$1.02M +$452K +1,274 +80%
APG
1369
Abacus Planning Group
South Carolina
$1.02M +$22.2K +63 +2%
HS
1370
Horan Securities
United States
$1.01M
PFG
1371
PAX Financial Group
Texas
$1.01M +$292K +828 +41%
SIP
1372
Stoneridge Investment Partners
Pennsylvania
$1.01M +$1.01M +2,857 New
CPIA
1373
Cornell Pochily Investment Advisors
New York
$1.01M +$68.1K +193 +7%
FPS
1374
Fieldpoint Private Securities
Connecticut
$1.01M -$63.8K -181 -6%
SS
1375
Sunbelt Securities
Texas
$1M -$338K -958 -25%