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Costco

2,376 hedge funds and large institutions have $118B invested in Costco in 2021 Q2 according to their latest regulatory filings, with 157 funds opening new positions, 1,040 increasing their positions, 832 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,376
Holders Change
+36
Holders Change %
+1.54%
% of All Funds
41.48%
Holding in Top 10
107
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.88%
% of All Funds
1.87%
New
157
Increased
1,040
Reduced
832
Closed
89
Calls
$3.1B
Puts
$2.83B
Net Calls
+$280M
Net Calls Change
+$593M
Name Holding Trade Value Shares
Change
Shares
Change %
TWM
1451
Tradition Wealth Management
Minnesota
$964K +$115K +291 +14%
MP
1452
McDonald Partners
Ohio
$962K -$10.3K -26 -1%
TH
1453
TCTC Holdings
Texas
$959K
ME
1454
McIlrath & Eck
Washington
$955K -$678K -1,713 -42%
PIG
1455
Pantheon Investment Group
California
$953K +$98.5K +249 +12%
LMAM
1456
Legg Mason Asset Management
Japan
$951K -$85.1K -215 -8%
RIA
1457
Realta Investment Advisors
Delaware
$949K +$93.7K +237 +11%
GSEP
1458
Golden State Equity Partners
California
$948K +$113K +285 +13%
KIC
1459
Keating Investment Counselors
Florida
$947K -$7.92K -20 -0.8%
MFG
1460
MidWestOne Financial Group
Iowa
$947K +$24.1K +61 +3%
GIA
1461
Gladstone Institutional Advisory
Florida
$947K +$288K +727 +44%
FWC
1462
First Washington Corp
Washington
$946K
DAM
1463
Delta Asset Management
Tennessee
$946K +$9.9K +25 +1%
CCA
1464
Conestoga Capital Advisors
Pennsylvania
$946K +$15.8K +40 +2%
PG
1465
Prostatis Group
Maryland
$940K +$681K +1,720 +262%
ACS
1466
Archford Capital Strategies
Illinois
$939K -$284K -717 -23%
RWI
1467
Red Wave Investments
Pennsylvania
$937K -$12.7K -32 -1%
OWP
1468
Obermeyer Wealth Partners
Colorado
$937K -$7.91K -20 -0.8%
IA
1469
IFG Advisory
Georgia
$934K -$233K -588 -20%
TCWA
1470
Ten Capital Wealth Advisors
Washington
$928K +$16.6K +42 +2%
CBB
1471
Citizens Business Bank
California
$927K
EP
1472
Eudaimonia Partners
Tennessee
$925K -$537K -1,357 -37%
GA
1473
GoalVest Advisory
New York
$922K +$44.3K +112 +5%
HL
1474
HeadInvest LLC
Maine
$921K +$15K +38 +2%
PIA
1475
Perennial Investment Advisors
California
$916K -$49.9K -126 -5%