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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 %
HFS
1626
HBC Financial Services
Washington
$792K
TFF
1627
The Family Firm
Maryland
$791K -$36.2K -77 -4%
CL
1628
Choreo LLC
Illinois
$791K -$1.8K -4 -0.2%
PO
1629
Private Ocean
California
$791K +$55.7K +124 +8%
OFS
1630
OneAscent Financial Services
Alabama
$791K +$791K +1,761 New
CPA
1631
Clear Perspective Advisors
Illinois
$790K -$16.2K -36 -2%
BWM
1632
Biltmore Wealth Management
Arizona
$789K -$86.3K -192 -10%
CPIG
1633
Chicago Partners Investment Group
Illinois
$789K +$58.9K +115 +8%
Voloridge Investment Management
1634
Voloridge Investment Management
Florida
$786K -$14.7M -32,782 -95%
PCA
1635
Peddock Capital Advisors
Massachusetts
$785K
GAG
1636
GM Advisory Group
New York
$784K
Members Trust
1637
Members Trust
Florida
$784K +$68.7K +152 +10%
IFG
1638
Investors Financial Group
Minnesota
$782K -$44.9K -100 -5%
IIC
1639
Integrated Investment Consultants
Michigan
$782K +$9.89K +22 +1%
SCG
1640
Sonata Capital Group
Washington
$781K -$1.13M -2,512 -59%
OL
1641
Optas LLC
Texas
$781K -$45.9K -102 -6%
HGWM
1642
Horst & Graben Wealth Management
Oregon
$778K +$898 +2 +0.1%
GFS
1643
GYL Financial Synergies
Connecticut
$777K -$21.6K -48 -3%
LCOV
1644
London Company of Virginia
Virginia
$777K
TCB
1645
Texas Capital Bancshares
Texas
$774K
FAT
1646
First American Trust
California
$772K -$63.8K -142 -8%
WA
1647
WP Advisors
California
$772K -$11.2K -25 -1%
PCM
1648
Pennsylvania Capital Management
Pennsylvania
$771K
PGCM
1649
Prescott Group Capital Management
Oklahoma
$767K
CCG
1650
Ceeto Capital Group
Florida
$764K