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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 %
HCM
1476
Howland Capital Management
Massachusetts
$916K +$15.8K +40 +2%
WKWM
1477
Walter & Keenan Wealth Management
Indiana
$910K
PRC
1478
Pearl River Capital
Michigan
$909K +$909K +2,298 New
SDWMA
1479
Schneider Downs Wealth Management Advisors
Pennsylvania
$895K +$5.14K +13 +0.6%
LFF
1480
Level Four Financial
Texas
$894K -$166K -419 -16%
NFSG
1481
Newbridge Financial Services Group
Florida
$893K +$22.2K +56 +3%
MWM
1482
Modera Wealth Management
New Jersey
$892K +$5.93K +15 +0.7%
ONST
1483
Old North State Trust
North Carolina
$889K -$36.4K -92 -4%
HPC
1484
HM Payson & Co
Maine
$889K +$5.93K +15 +0.7%
KMWM
1485
Keudell/Morrison Wealth Management
Oregon
$888K +$3.96K +10 +0.4%
RWB
1486
RMR Wealth Builders
New Jersey
$885K -$42.7K -108 -5%
GWMIA
1487
Global Wealth Management Investment Advisory
Florida
$883K +$17K +43 +2%
TFS
1488
TrustCore Financial Services
Tennessee
$882K +$11.1K +28 +1%
WWM
1489
Windsor Wealth Management
Indiana
$880K -$208K -526 -19%
JFGIW
1490
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$878K +$96.2K +243 +12%
TF
1491
Trek Financial
Arizona
$874K -$313K -790 -26%
SFG
1492
SNS Financial Group
Minnesota
$870K -$29.7K -75 -3%
PIA
1493
Pinion Investment Advisors
Kansas
$866K +$24.5K +62 +3%
QCG
1494
Quadrant Capital Group
Ohio
$866K +$41.1K +104 +5%
EI
1495
Ethic Inc
New York
$863K +$27.3K +69 +3%
MCM
1496
Murphy Capital Management
New Jersey
$862K -$32K -81 -4%
NAMP
1497
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$861K -$13.8K -35 -2%
RWA
1498
Redhawk Wealth Advisors
Minnesota
$861K -$5.15K -13 -0.6%
HWA
1499
Heritage Wealth Advisors
Virginia
$857K
CA
1500
Cornerstone Advisory
Maryland
$856K +$81.5K +206 +11%