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Costco

2,340 hedge funds and large institutions have $104B invested in Costco in 2021 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 1,117 increasing their positions, 783 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,340
Holders Change
Holders Change %
0%
% of All Funds
41.2%
Holding in Top 10
103
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-13.45%
% of All Funds
1.81%
New
157
Increased
1,117
Reduced
783
Closed
128
Calls
$3.22B
Puts
$3.54B
Net Calls
-$314M
Net Calls Change
+$201M
Name Holding Trade Value Shares
Change
Shares
Change %
FMWA
1551
Forvis Mazars Wealth Advisors
Missouri
$704K -$367K -1,041 -34%
PCTC
1552
Perkins Coie Trust Company
Washington
$702K -$30.6K -87 -4%
LI
1553
Lafayette Investments
Maryland
$702K
GSIS
1554
Global Strategic Investment Solutions
Arizona
$701K +$180K +511 +35%
JAM
1555
Jupiter Asset Management
United Kingdom
$699K -$298K -845 -30%
BOS
1556
Bingham Osborn & Scarborough
California
$698K +$8.46K +24 +1%
S
1557
SimplyRich
California
$698K +$194K +550 +38%
BHBT
1558
Burke & Herbert Bank & Trust
Virginia
$697K -$5.29K -15 -0.8%
AFG
1559
Allegheny Financial Group
Pennsylvania
$697K +$352 +1 +0.1%
JFGIW
1560
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$696K -$31.4K -89 -4%
PCWA
1561
Pacific Capital Wealth Advisors
California
$696K -$18.7K -53 -3%
EA
1562
Elm Advisors
California
$692K -$35.2K -100 -5%
JF
1563
Jump Financial
Illinois
$692K +$214K +608 +45%
CFIA
1564
Cantor Fitzgerald Investment Advisors
New York
$691K
CA
1565
Cornerstone Advisory
Maryland
$690K +$352 +1 +0.1%
TW
1566
TrinityPoint Wealth
Connecticut
$689K -$12.7K -36 -2%
CSWG
1567
Cardinal Strategic Wealth Guidance
Kentucky
$689K
CBFP
1568
Cedar Brook Financial Partners
Ohio
$685K -$25.7K -73 -4%
SCI
1569
Stableford Capital II
Arizona
$684K +$10.6K +30 +2%
VDI
1570
Vaughan David Investments
Illinois
$683K +$81.1K +230 +13%
CCA
1571
Cobblestone Capital Advisors
New York
$682K -$14.1K -40 -2%
TC
1572
Telemus Capital
Michigan
$682K +$76.5K +212 +13%
AWA
1573
ARS Wealth Advisors
Florida
$676K -$41.2K -117 -6%
AIP
1574
Almanack Investment Partners
Pennsylvania
$675K +$133K +377 +25%
OC
1575
Oakworth Capital
Alabama
$672K +$14.1K +40 +2%