COST icon

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 %
JFGIW
1501
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$522K +$233K +768 +81%
TFF
1502
The Family Firm
Maryland
$521K +$141K +466 +37%
QPWM
1503
Quadrant Private Wealth Management
Pennsylvania
$521K +$521K +1,719 New
AWE
1504
Avidian Wealth Enterprises
Texas
$519K -$2.12K -7 -0.4%
ECM
1505
Ensemble Capital Management
California
$515K
VDI
1506
Vaughan David Investments
Illinois
$512K +$6.06K +20 +1%
EWM
1507
Endurance Wealth Management
Rhode Island
$511K
CLOS
1508
Compagnie Lombard Odier SCmA
Switzerland
$510K +$22.7K +75 +5%
NAS
1509
Nicolet Advisory Services
Wisconsin
$506K +$42.2K +139 +9%
NFG
1510
Nadler Financial Group
Illinois
$505K +$165K +543 +48%
ISL
1511
Ingalls & Snyder LLC
New York
$502K -$227K -750 -31%
SWM
1512
Stockman Wealth Management
Montana
$500K -$12.1K -40 -2%
NAMP
1513
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$500K +$15.2K +50 +3%
DCM
1514
Davis Capital Management
Florida
$499K +$121K +400 +32%
HCM
1515
Hutchinson Capital Management
California
$497K
BCM
1516
Buckhead Capital Management
Georgia
$497K +$497K +1,640 New
PWA
1517
Physician Wealth Advisors
Utah
$496K -$5.1K -15 -1%
IIC
1518
Integrated Investment Consultants
Michigan
$490K
AA
1519
Argent Advisors
Louisiana
$486K +$78.8K +260 +19%
NJBEST
1520
New Jersey Better Educational Savings Trust
New Jersey
$485K
AIC
1521
Ameritas Investment Company
Nebraska
$484K -$132K -434 -21%
FHA
1522
First Horizon Advisors
Tennessee
$482K -$93.9K -310 -16%
PAS
1523
Partnervest Advisory Services
California
$482K +$23.3K +77 +5%
BFO
1524
Biltmore Family Office
North Carolina
$481K -$15.2K -50 -3%
NIM
1525
Nexus Investment Management
Ontario, Canada
$480K -$212K -700 -31%