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Costco

2,340 hedge funds and large institutions have $114B invested in Costco in 2020 Q4 according to their latest regulatory filings, with 303 funds opening new positions, 993 increasing their positions, 784 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,340
Holders Change
+191
Holders Change %
+8.89%
% of All Funds
41.52%
Holding in Top 10
119
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-6.3%
% of All Funds
2.11%
New
303
Increased
993
Reduced
784
Closed
83
Calls
$3.15B
Puts
$3.66B
Net Calls
-$515M
Net Calls Change
-$465M
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
1526
Cobblestone Capital Advisors
New York
$745K -$136K -362 -15%
FI
1527
Financial Insights
Washington
$745K
AFG
1528
Allegheny Financial Group
Pennsylvania
$745K +$745K +1,977 New
WP
1529
WMS Partners
Maryland
$743K +$11.3K +30 +2%
RWB
1530
RMR Wealth Builders
New Jersey
$741K -$330K -875 -31%
OA
1531
Oxbow Advisors
Texas
$740K +$115K +306 +18%
AIC
1532
Ameritas Investment Company
Nebraska
$738K +$136K +362 +23%
BOS
1533
Bingham Osborn & Scarborough
California
$737K -$552K -1,466 -43%
CA
1534
Cornerstone Advisory
Maryland
$737K -$94.1K -250 -11%
CSWG
1535
Cardinal Strategic Wealth Guidance
Kentucky
$737K -$22.2K -59 -3%
KW
1536
KWB Wealth
California
$737K +$737K +1,957 New
CM
1537
Capula Management
Cayman Islands
$731K +$731K +1,940 New
HGWM
1538
Horst & Graben Wealth Management
Oregon
$726K +$10.2K +27 +1%
TW
1539
TrinityPoint Wealth
Connecticut
$726K +$12.4K +34 +2%
GIA
1540
Guyasuta Investment Advisors
Pennsylvania
$726K +$197K +523 +37%
PT
1541
Plimoth Trust
Massachusetts
$725K +$13.2K +35 +2%
SAS
1542
Stelac Advisory Services
New York
$724K +$42.6K +113 +6%
OR
1543
Olympiad Research
Connecticut
$723K +$424K +1,126 +142%
IGGA
1544
Iron Gate Global Advisors
Utah
$721K
SCI
1545
Stableford Capital II
Arizona
$720K +$720K +1,910 New
CA
1546
Calton & Associates
Florida
$718K -$55.8K -148 -7%
PIG
1547
Pantheon Investment Group
California
$718K -$23K -61 -3%
CS
1548
Cannell & Spears
New York
$717K -$185K -492 -21%
CAAS
1549
Capital Asset Advisory Services
Michigan
$708K +$245K +649 +53%
OC
1550
Oakworth Capital
Alabama
$703K