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Costco

2,340 hedge funds and large institutions have $104B invested in Costco in 2021 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 1,117 increasing their positions, 783 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,340
Holders Change
Holders Change %
0%
% of All Funds
41.2%
Holding in Top 10
103
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-13.45%
% of All Funds
1.81%
New
157
Increased
1,117
Reduced
783
Closed
128
Calls
$3.22B
Puts
$3.54B
Net Calls
-$314M
Net Calls Change
+$201M
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
1476
SNS Financial Group
Minnesota
$801K +$18.7K +53 +2%
VWA
1477
V Wealth Advisors
Kansas
$801K +$250K +708 +45%
MCM
1478
Murphy Capital Management
New Jersey
$796K -$320K -909 -29%
PMFA
1479
Plante Moran Financial Advisors
Michigan
$795K +$294K +833 +59%
SDWMA
1480
Schneider Downs Wealth Management Advisors
Pennsylvania
$793K +$532K +1,510 +204%
MWM
1481
Modera Wealth Management
New Jersey
$789K -$38.4K -109 -5%
KMWM
1482
Keudell/Morrison Wealth Management
Oregon
$788K -$89.9K -255 -10%
HPC
1483
HM Payson & Co
Maine
$787K -$28.9K -82 -4%
HCP
1484
Hexagon Capital Partners
Arkansas
$786K +$265K +751 +51%
FNC
1485
First National Corp
Massachusetts
$783K +$33.8K +96 +5%
GA
1486
GoalVest Advisory
New York
$782K +$153K +433 +24%
PWS
1487
Precision Wealth Strategies
Missouri
$782K +$583K +1,653 +292%
NAMP
1488
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$779K +$68.7K +195 +10%
MSFS
1489
Main Street Financial Solutions
Pennsylvania
$779K +$154K +438 +25%
KW
1490
KWB Wealth
California
$777K +$86.8K +246 +13%
TFS
1491
TrustCore Financial Services
Tennessee
$776K -$28.6K -81 -4%
NFSG
1492
Newbridge Financial Services Group
Florida
$775K -$65.2K -185 -8%
BCM
1493
Buckhead Capital Management
Georgia
$772K +$7.05K +20 +0.9%
GWMIA
1494
Global Wealth Management Investment Advisory
Florida
$772K +$154K +436 +25%
BC
1495
Burney Company
Virginia
$771K -$148K -421 -16%
RWA
1496
Redhawk Wealth Advisors
Minnesota
$771K -$5.29K -15 -0.7%
3F
1497
360 Financial
Minnesota
$768K +$28.5K +81 +4%
VFM
1498
Vivid Financial Management
California
$766K +$8.11K +23 +1%
HWA
1499
Heritage Wealth Advisors
Virginia
$764K +$7.75K +22 +1%
ALAM
1500
Asahi Life Asset Management
Japan
$763K -$70.5K -200 -8%