COST icon

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 %
TWM
1451
TriaGen Wealth Management
California
$1.09M +$449 +1 +0%
EWM
1452
Evermay Wealth Management
Virginia
$1.08M -$18.9K -42 -2%
SB
1453
Strategic Blueprint
Georgia
$1.08M +$303K +675 +39%
AIM
1454
Aspen Investment Management
Michigan
$1.08M +$727K +1,617 +205%
OWM
1455
OneAscent Wealth Management
Alabama
$1.08M +$1.08M +2,405 New
CBFP
1456
Cedar Brook Financial Partners
Ohio
$1.08M +$178K +397 +20%
RIA
1457
Realta Investment Advisors
Delaware
$1.08M -$1.35K -3 -0.1%
GWMIA
1458
Global Wealth Management Investment Advisory
Florida
$1.08M +$74.1K +165 +7%
WQ
1459
Wealth Quarterback
New Jersey
$1.08M +$1.3K +3 +0.1%
KIC
1460
Keating Investment Counselors
Florida
$1.08M
FWC
1461
First Washington Corp
Washington
$1.07M
CCA
1462
Conestoga Capital Advisors
Pennsylvania
$1.07M
EIP
1463
Ellis Investment Partners
Pennsylvania
$1.07M -$32.4K -72 -3%
EN1L
1464
Engine No 1 LLC
California
$1.07M +$441K +981 +70%
CPC
1465
Cookson Peirce & Co
Pennsylvania
$1.07M +$820K +1,825 +328%
MCM
1466
Murphy Capital Management
New Jersey
$1.06M +$84.9K +189 +9%
SRSA
1467
S.R. Schill & Associates
Washington
$1.05M -$382K -851 -27%
CBB
1468
Citizens Business Bank
California
$1.05M
WKWM
1469
Walter & Keenan Wealth Management
Indiana
$1.05M +$19.8K +44 +2%
ODG
1470
O'Dell Group
Ohio
$1.05M -$75.9K -169 -7%
IA
1471
IFG Advisory
Georgia
$1.05M -$10.3K -23 -1%
EGM
1472
Engineers Gate Manager
New York
$1.05M +$1.05M +2,336 New
PIA
1473
Perennial Investment Advisors
California
$1.05M +$8.1K +18 +0.8%
MFG
1474
MidWestOne Financial Group
Iowa
$1.05M -$27.4K -61 -3%
RP
1475
Rice Partnership
Hawaii
$1.05M -$161K -358 -13%