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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 %
MGIA
1426
Moneta Group Investment Advisors
Missouri
$615K +$83.1K +274 +16%
SCM
1427
Stonebridge Capital Management
California
$614K -$45.7K -150 -7%
SSA
1428
South Street Advisors
New York
$614K
MIM
1429
Moseley Investment Management
Florida
$614K +$21.8K +72 +4%
BCA
1430
Berman Capital Advisors
Georgia
$613K +$73.5K +243 +14%
ECA
1431
Elevated Capital Advisors
Utah
$612K +$612K +1,706 New
CSWG
1432
Cardinal Strategic Wealth Guidance
Kentucky
$611K -$12.1K -40 -2%
CA
1433
Calton & Associates
Florida
$610K +$32.8K +108 +6%
WPW
1434
Waldron Private Wealth
Pennsylvania
$608K +$147K +484 +32%
CCM
1435
Carlson Capital Management
Minnesota
$607K +$109K +334 +22%
FMLI
1436
Fukoku Mutual Life Insurance
Japan
$606K -$60.6K -200 -9%
MOS
1437
MGO One Seven
Ohio
$605K +$17K +56 +3%
EWM
1438
EPG Wealth Management
Georgia
$605K +$58.6K +193 +11%
LI
1439
Lafayette Investments
Maryland
$604K
WP
1440
WMS Partners
Maryland
$601K
RWM
1441
Ritholtz Wealth Management
New York
$601K +$75.2K +248 +14%
ST
1442
Smithfield Trust
Pennsylvania
$600K +$115K +380 +24%
NP
1443
NorthRock Partners
Minnesota
$597K +$30.9K +102 +5%
HIIFS
1444
Harel Insurance Investments & Financial Services
Israel
$597K +$45.2K +149 +8%
TW
1445
TrinityPoint Wealth
Connecticut
$596K +$2.73K +9 +0.5%
FMWA
1446
Forvis Mazars Wealth Advisors
Missouri
$591K +$56.1K +185 +10%
TL
1447
TrueWealth LLC
Georgia
$590K +$6.06K +20 +1%
OFS
1448
OneAscent Financial Services
Alabama
$588K -$82.8K -273 -12%
PMFA
1449
Plante Moran Financial Advisors
Michigan
$586K -$10.9K -36 -2%
SMFG
1450
Sumitomo Mitsui Financial Group
Japan
$586K +$586K +1,934 New