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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 %
IA
1576
Insight Advisors
Pennsylvania
$743K -$21.9K -51 -3%
CS
1577
Cannell & Spears
New York
$741K
PWSG
1578
Pacific Wealth Strategies Group
California
$741K +$22.6K +57 +3%
HC
1579
Hourglass Capital
Texas
$741K +$39.6K +100 +6%
WAOI
1580
Wealth Advisors of Iowa
Iowa
$738K +$19.8K +50 +3%
FAT
1581
First American Trust
California
$736K +$30.8K +78 +4%
AIP
1582
Almanack Investment Partners
Pennsylvania
$735K -$22.2K -56 -3%
PBO
1583
Peoples Bank (Ohio)
Ohio
$735K -$14.6K -37 -2%
OR
1584
Olympiad Research
Connecticut
$735K +$28.9K +73 +4%
HHGA
1585
Halbert Hargrove Global Advisors
California
$732K +$48.3K +122 +7%
ARMT
1586
Amica Retiree Medical Trust
Rhode Island
$731K +$731K +1,848 New
PT
1587
Plimoth Trust
Massachusetts
$730K -$20.2K -51 -3%
NGA
1588
Naples Global Advisors
Florida
$728K +$395 +1 +0.1%
OL
1589
Optas LLC
Texas
$728K +$3.96K +10 +0.5%
ABC
1590
Associated Banc-Corp
Wisconsin
$728K +$19K +48 +3%
IFG
1591
Investors Financial Group
Minnesota
$728K +$27.7K +70 +4%
CHP
1592
Cable Hill Partners
Oregon
$726K +$62.9K +159 +9%
PWMG
1593
Prestige Wealth Management Group
New Jersey
$725K -$116K -292 -14%
FFG
1594
Fortem Financial Group
California
$724K +$40K +101 +6%
CWM
1595
Circle Wealth Management
New Jersey
$724K +$83.9K +212 +13%
APA
1596
Allegiant Private Advisors
Florida
$724K +$226K +570 +45%
IWP
1597
Icon Wealth Partners
Texas
$723K +$85.1K +215 +13%
9WM
1598
9258 Wealth Management
Ohio
$719K +$192K +486 +37%
HFS
1599
HBC Financial Services
Washington
$718K -$10.3K -25 -1%
FA
1600
Fiducient Advisors
Illinois
$717K -$712K -1,800 -50%