COST icon

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 %
VR
1526
Viridian RIA
Washington
$812K -$723K
FSA
1527
Fort Sheridan Advisors
Illinois
$811K
AA
1528
Argent Advisors
Louisiana
$810K +$61K +154 +8%
TCA
1529
Transcend Capital Advisors
New Jersey
$807K +$187K +473 +30%
JAM
1530
Jupiter Asset Management
United Kingdom
$806K +$21.8K +55 +3%
PWPS
1531
Pinnacle Wealth Planning Services
Ohio
$803K +$161K +408 +25%
FSA
1532
Franklin Street Advisors
North Carolina
$801K
ECG
1533
Edge Capital Group
Georgia
$801K +$77.1K +195 +11%
SSA
1534
South Street Advisors
New York
$797K -$1.98K -5 -0.2%
SCM
1535
Stonebridge Capital Management
California
$797K
VDI
1536
Vaughan David Investments
Illinois
$796K +$29.7K +75 +4%
TC
1537
Telemus Capital
Michigan
$796K +$48.7K +123 +7%
IF
1538
Intrua Financial
Texas
$796K +$157K +353 +25%
SVWAG
1539
Sound View Wealth Advisors Group
Georgia
$793K +$66.4K +168 +9%
VCG
1540
Vantage Consulting Group
Virginia
$793K +$158K +399 +25%
CBFP
1541
Cedar Brook Financial Partners
Ohio
$792K +$23K +58 +3%
AFS
1542
Amtrust Financial Services
New York
$791K +$791K +2,000 New
SC
1543
Sovarnum Capital
New York
$791K +$791K +2,000 New
PCTC
1544
Perkins Coie Trust Company
Washington
$789K
TW
1545
TrinityPoint Wealth
Connecticut
$788K +$14.6K +37 +2%
GSIS
1546
Global Strategic Investment Solutions
Arizona
$786K +$395 +1 +0.1%
GG
1547
Golden Green
South Carolina
$785K -$11.1K -28 -1%
IIC
1548
Ironwood Investment Counsel
Arizona
$784K -$41.1K -104 -5%
SCI
1549
Stableford Capital II
Arizona
$783K +$15K +38 +2%
AFP
1550
Ausdal Financial Partners
Iowa
$782K -$200K -505 -20%