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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 %
IDBONY
1501
Israel Discount Bank of New York
New York
$992K +$992K +2,209 New
VCP
1502
Vista Capital Partners
Oregon
$991K +$32.8K +73 +3%
SFG
1503
SNS Financial Group
Minnesota
$984K -$3.6K -8 -0.4%
CA
1504
Cornerstone Advisory
Maryland
$984K +$11.2K +25 +1%
SIAG
1505
Signet Investment Advisory Group
Rhode Island
$982K -$158K -351 -14%
KW
1506
KWB Wealth
California
$981K -$8.99K -20 -0.9%
TW
1507
TrinityPoint Wealth
Connecticut
$979K +$84.1K +187 +9%
EI
1508
Ellevest Inc
New York
$977K +$31K +69 +3%
PCM
1509
Prelude Capital Management
New York
$975K +$975K +2,169 New
PIG
1510
Pantheon Investment Group
California
$974K -$97.9K -220 -9%
HWA
1511
Heritage Wealth Advisors
Virginia
$974K
WFI
1512
West Family Investments
California
$971K +$92.2K +205 +10%
MSWMA
1513
Market Street Wealth Management Advisors
Indiana
$966K
IIC
1514
Ironwood Investment Counsel
Arizona
$960K +$69.6K +155 +8%
BC
1515
Burney Company
Virginia
$959K +$898 +2 +0.1%
BTWM
1516
Baker Tilly Wealth Management
Wisconsin
$958K +$382K +851 +66%
CPSAC
1517
Chas P. Smith & Associates (CPS)
Florida
$954K +$2.25K +5 +0.2%
AA
1518
Argent Advisors
Louisiana
$953K +$33.7K +75 +4%
BOPW
1519
Brandywine Oak Private Wealth
Pennsylvania
$953K +$99.7K +222 +12%
TF
1520
Trek Financial
Arizona
$952K -$40.4K -90 -4%
SIA
1521
Soltis Investment Advisors
Utah
$952K +$3.6K +8 +0.4%
OHU
1522
Odey Holdings (UK)
United Kingdom
$952K +$413K +918 +77%
JFGIW
1523
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$951K -$45.4K -101 -5%
JCM
1524
Jacobi Capital Management
Pennsylvania
$951K +$377K +841 +66%
BCM
1525
Buckhead Capital Management
Georgia
$949K