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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 %
LCOV
1626
London Company of Virginia
Virginia
$610K
HGWM
1627
Horst & Graben Wealth Management
Oregon
$609K -$70.1K -199 -10%
FFG
1628
Fortem Financial Group
California
$609K -$1.76K -5 -0.3%
HHGA
1629
Halbert Hargrove Global Advisors
California
$609K +$18.7K +53 +3%
PHAM
1630
Palisades Hudson Asset Management
Florida
$609K +$101K +286 +20%
TCB
1631
Texas Capital Bancshares
Texas
$605K +$605K +1,719 New
ZIC
1632
ZWJ Investment Counsel
Georgia
$603K -$28.2K -80 -4%
BFA
1633
Benedict Financial Advisors
Georgia
$603K +$603K +1,710 New
IIC
1634
Integrated Investment Consultants
Michigan
$602K
PGCM
1635
Prescott Group Capital Management
Oklahoma
$602K
VCA
1636
Verdence Capital Advisors
Maryland
$600K +$114K +324 +23%
LWP
1637
Lumature Wealth Partners
Georgia
$600K +$600K +1,702 New
CCG
1638
Ceeto Capital Group
Florida
$599K +$599K +1,700 New
TCM
1639
Tributary Capital Management
Nebraska
$596K -$10.6K -30 -2%
MCP
1640
Mirador Capital Partners
California
$594K -$168K -477 -22%
ISL
1641
Ingalls & Snyder LLC
New York
$594K -$118K -335 -17%
LFGH
1642
Lee Financial Group Hawaii
Hawaii
$592K -$125K -356 -17%
CHP
1643
Cable Hill Partners
Oregon
$590K -$10.6K -30 -2%
FHA
1644
First Horizon Advisors
Tennessee
$590K +$32K +91 +6%
GIA
1645
Gladstone Institutional Advisory
Florida
$588K +$588K +1,667 New
MG
1646
Mather Group
Illinois
$586K -$59.2K -168 -9%
CWM
1647
Connecticut Wealth Management
Connecticut
$584K +$12.7K +36 +2%
PB
1648
Pinnacle Bancorp
Nebraska
$584K +$35.2K +100 +6%
APW
1649
Aurora Private Wealth
New Jersey
$583K +$114K +322 +24%
PWM
1650
Paulson Wealth Management
Illinois
$582K +$1.11K +3 +0.2%