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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 %
NCM
1576
Novare Capital Management
North Carolina
$671K -$26.8K -76 -4%
TA
1577
Tiedemann Advisors
New York
$669K -$554K -1,575 -45%
PT
1578
Plimoth Trust
Massachusetts
$668K -$10.6K -30 -2%
PBO
1579
Peoples Bank (Ohio)
Ohio
$668K +$13.1K +37 +2%
CAG
1580
Csenge Advisory Group
Florida
$668K +$31.6K +87 +5%
AA
1581
Argent Advisors
Louisiana
$667K +$21.2K +60 +3%
AG
1582
AIA Group
Hong Kong
$667K +$40.9K +116 +7%
FP
1583
Financial Perspectives
Minnesota
$665K +$664K +233,954 +44,733%
IA
1584
Insight Advisors
Pennsylvania
$663K -$26K -70 -4%
CS
1585
Cannell & Spears
New York
$660K -$10.6K -30 -2%
OFS
1586
Orrstown Financial Services
Pennsylvania
$658K +$99K +279 +18%
BRA
1587
Bender Robert & Associates
California
$655K +$100K +285 +18%
BFG
1588
Barber Financial Group
Kansas
$650K +$110K +311 +20%
GTCM
1589
Gyon Technologies Capital Management
New Jersey
$649K -$213K -605 -25%
NGA
1590
Naples Global Advisors
Florida
$649K
SVWAG
1591
Sound View Wealth Advisors Group
Georgia
$648K +$54.3K +154 +9%
CB
1592
CNB Bank
Pennsylvania
$648K +$121K +345 +23%
BWM
1593
Biltmore Wealth Management
Arizona
$648K +$648K +1,840 New
OL
1594
Optas LLC
Texas
$645K
ECG
1595
Edge Capital Group
Georgia
$645K +$98.7K +280 +18%
HFS
1596
HBC Financial Services
Washington
$645K +$182K +500 +39%
SWM
1597
Stockman Wealth Management
Montana
$644K -$140K -397 -18%
WP
1598
WMS Partners
Maryland
$644K -$51.1K -145 -7%
WAOI
1599
Wealth Advisors of Iowa
Iowa
$640K
PWSG
1600
Pacific Wealth Strategies Group
California
$640K +$288K +817 +82%