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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 %
ST
1551
Smithfield Trust
Pennsylvania
$782K -$38.4K -97 -5%
AFG
1552
Allegheny Financial Group
Pennsylvania
$782K -$791 -2 -0.1%
BHBT
1553
Burke & Herbert Bank & Trust
Virginia
$782K
PCWA
1554
Pacific Capital Wealth Advisors
California
$781K
CB
1555
CNB Bank
Pennsylvania
$778K +$49.8K +126 +7%
DMBA
1556
Deseret Mutual Benefit Administrators
Utah
$778K +$778K +1,966 New
FBT
1557
First Bank & Trust
South Dakota
$777K -$14.3K -36 -2%
KW
1558
KWB Wealth
California
$777K
EA
1559
Elm Advisors
California
$777K
RIG
1560
Roosevelt Investment Group
New York
$776K -$25.7K -65 -3%
CSWG
1561
Cardinal Strategic Wealth Guidance
Kentucky
$774K
MSAM
1562
Moloney Securities Asset Management
Missouri
$774K +$197K +497 +34%
WFI
1563
West Family Investments
California
$774K +$774K +1,955 New
BA
1564
Birinyi Associates
Connecticut
$772K -$79.2K -200 -9%
BWM
1565
Biltmore Wealth Management
Arizona
$770K +$42.3K +107 +6%
CCA
1566
Cobblestone Capital Advisors
New York
$768K +$2.37K +6 +0.3%
OC
1567
Oakworth Capital
Alabama
$765K +$10.7K +27 +1%
AWA
1568
ARS Wealth Advisors
Florida
$759K
APW
1569
Aurora Private Wealth
New Jersey
$753K +$98.9K +250 +15%
PCA
1570
Peddock Capital Advisors
Massachusetts
$751K
BOPW
1571
Brandywine Oak Private Wealth
Pennsylvania
$751K +$328K +830 +78%
TWP
1572
Tempus Wealth Planning
California
$751K +$751K +1,898 New
NP
1573
NorthRock Partners
Minnesota
$750K +$169K +426 +29%
LWP
1574
Lumature Wealth Partners
Georgia
$748K +$74.8K +189 +11%
BRA
1575
Bender Robert & Associates
California
$745K +$9.89K +25 +1%