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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 %
SFO
1451
Stokes Family Office
Louisiana
$583K -$3.03K -10 -0.5%
IGGA
1452
Iron Gate Global Advisors
Utah
$582K +$582K +1,915 New
I
1453
INVST
Indiana
$578K +$316K +1,038 +121%
SFA
1454
Sequoia Financial Advisors
Ohio
$576K -$246K -813 -30%
HGWM
1455
Horst & Graben Wealth Management
Oregon
$576K +$16.7K +55 +3%
IWP
1456
Icon Wealth Partners
Texas
$576K +$267K +880 +86%
SSG
1457
Summit Securities Group
New York
$576K +$576K +1,900 New
CS
1458
Cannell & Spears
New York
$575K -$18.8K -62 -3%
WCM
1459
Washburn Capital Management
Florida
$575K +$281K +926 +95%
SIA
1460
Soltis Investment Advisors
Utah
$571K -$2.43K -8 -0.4%
AWM
1461
Atticus Wealth Management
Florida
$571K +$1.82K +6 +0.3%
TC
1462
Telemus Capital
Michigan
$568K -$979 -3 -0.2%
HC
1463
Hourglass Capital
Texas
$568K
JSL
1464
JT Stratford LLC
Georgia
$568K +$568K +1,873 New
JCM
1465
Jag Capital Management
Missouri
$567K -$45.5K -150 -7%
EI
1466
Ethic Inc
New York
$566K +$125K +412 +28%
OC
1467
Oakworth Capital
Alabama
$566K +$153K +505 +37%
IF
1468
Intrua Financial
Texas
$566K +$566K +1,687 New
PTP
1469
Platform Technology Partners
New York
$563K +$124K +409 +28%
CFIA
1470
Cantor Fitzgerald Investment Advisors
New York
$562K
EWA
1471
Evolution Wealth Advisors
Florida
$562K +$18.2K +60 +3%
CB
1472
CNB Bank
Pennsylvania
$561K +$10.3K +34 +2%
NGA
1473
Naples Global Advisors
Florida
$559K -$5.46K -18 -1%
WAP
1474
Wealthcare Advisory Partners
Pennsylvania
$559K +$95.3K +314 +21%
BP
1475
BBR Partners
New York
$557K +$254K +837 +84%