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Costco

2,443 hedge funds and large institutions have $134B invested in Costco in 2021 Q3 according to their latest regulatory filings, with 173 funds opening new positions, 955 increasing their positions, 931 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,443
Holders Change
+67
Holders Change %
+2.82%
% of All Funds
42.9%
Holding in Top 10
152
Holding in Top 10 Change
+45
Holding in Top 10 Change %
+42.06%
% of All Funds
2.67%
New
173
Increased
955
Reduced
931
Closed
67
Calls
$3.75B
Puts
$4.22B
Net Calls
-$473M
Net Calls Change
-$752M
Name Holding Trade Value Shares
Change
Shares
Change %
FBB
1601
Fulton Breakefield Broenniman
Maryland
$827K +$60.6K +135 +8%
TC
1602
Telemus Capital
Michigan
$824K -$80K -178 -9%
CHP
1603
Cable Hill Partners
Oregon
$824K
SAS
1604
Stelac Advisory Services
New York
$821K -$469K -1,043 -36%
SCI
1605
Stableford Capital II
Arizona
$820K -$71.7K -159 -8%
FA
1606
Fiducient Advisors
Illinois
$820K +$5.39K +12 +0.7%
CWM
1607
Circle Wealth Management
New Jersey
$818K -$4.5K -10 -0.5%
IWP
1608
Icon Wealth Partners
Texas
$814K -$7.19K -16 -0.9%
SWM
1609
Stockman Wealth Management
Montana
$813K +$4.49K +10 +0.6%
ACM
1610
AlphaCrest Capital Management
New York
$811K +$811K +1,804 New
ZIC
1611
ZWJ Investment Counsel
Georgia
$809K +$41.4K +92 +5%
V
1612
VeraBank
Texas
$808K +$4.49K +10 +0.6%
HHGA
1613
Halbert Hargrove Global Advisors
California
$805K -$26.1K -58 -3%
NCM
1614
Novare Capital Management
North Carolina
$805K -$5.84K -13 -0.7%
PT
1615
Plimoth Trust
Massachusetts
$804K -$25.2K -56 -3%
WP
1616
WMS Partners
Maryland
$803K
PWMAG
1617
Pinnacle Wealth Management Advisory Group
New Jersey
$803K +$50.8K +113 +7%
BFG
1618
Barber Financial Group
Kansas
$800K +$97.1K +216 +14%
FFG
1619
Fortem Financial Group
California
$799K -$22.5K -50 -3%
IP
1620
Investment Partners
Ohio
$798K +$111K +246 +16%
NSB
1621
Norway Savings Bank
Maine
$797K +$41.8K +93 +6%
9WM
1622
9258 Wealth Management
Ohio
$796K -$19.8K -44 -2%
GFP
1623
Gryphon Financial Partners
Ohio
$795K -$26.1K -58 -3%
ICG
1624
InterOcean Capital Group
Tennessee
$794K +$261K +581 +49%
IGGA
1625
Iron Gate Global Advisors
Utah
$793K +$255K +567 +47%