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Costco

2,443 hedge funds and large institutions have $134B invested in Costco in 2021 Q3 according to their latest regulatory filings, with 173 funds opening new positions, 955 increasing their positions, 931 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,443
Holders Change
+67
Holders Change %
+2.82%
% of All Funds
42.9%
Holding in Top 10
152
Holding in Top 10 Change
+45
Holding in Top 10 Change %
+42.06%
% of All Funds
2.67%
New
173
Increased
955
Reduced
931
Closed
67
Calls
$3.75B
Puts
$4.22B
Net Calls
-$473M
Net Calls Change
-$752M
Name Holding Trade Value Shares
Change
Shares
Change %
MCC
1426
Malaga Cove Capital
California
$1.14M
NP
1427
NorthRock Partners
Minnesota
$1.14M +$242K +512 +27%
PFM
1428
Parsec Financial Management
North Carolina
$1.14M +$512K +1,007 +82%
KA
1429
Kozak & Associates
Colorado
$1.13M +$1.13M +2,181 New
EP
1430
Eudaimonia Partners
Tennessee
$1.13M +$78.7K +175 +7%
BEI
1431
Benjamin Edwards Inc
Missouri
$1.13M +$33.2K +74 +3%
MWM
1432
Modera Wealth Management
New Jersey
$1.13M +$112K +250 +11%
OWP
1433
Obermeyer Wealth Partners
Colorado
$1.12M +$58K +129 +5%
BP
1434
BBR Partners
New York
$1.12M +$4.94K +11 +0.4%
WWM
1435
Windsor Wealth Management
Indiana
$1.12M +$123K +275 +12%
GSEP
1436
Golden State Equity Partners
California
$1.12M +$40.5K +90 +4%
SVCP
1437
Silicon Valley Capital Partners
California
$1.12M +$1.8K +4 +0.2%
NFSG
1438
Newbridge Financial Services Group
Florida
$1.11M +$96.7K +215 +10%
PJSIMP
1439
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.11M
DF
1440
Donoghue Forlines
Massachusetts
$1.11M +$1.11M +2,468 New
TWM
1441
Tradition Wealth Management
Minnesota
$1.11M +$13K +29 +1%
ACS
1442
Archford Capital Strategies
Illinois
$1.1M +$32.4K +72 +3%
TFS
1443
TrustCore Financial Services
Tennessee
$1.1M +$97.1K +216 +10%
OCM
1444
Orion Capital Management
California
$1.1M
MAM
1445
Morse Asset Management
Connecticut
$1.09M -$449K -1,000 -29%
LCM
1446
Logan Capital Management
Pennsylvania
$1.09M -$26.5K -59 -2%
TH
1447
TCTC Holdings
Texas
$1.09M
HPC
1448
HM Payson & Co
Maine
$1.09M +$78.7K +175 +8%
MP
1449
McDonald Partners
Ohio
$1.09M -$5.4K -12 -0.5%
Wolverine Trading
1450
Wolverine Trading
Illinois
$1.09M -$8.24M -18,241 -88%