COST icon

Costco

2,074 hedge funds and large institutions have $93B invested in Costco in 2020 Q2 according to their latest regulatory filings, with 173 funds opening new positions, 926 increasing their positions, 728 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,074
Holders Change
+33
Holders Change %
+1.62%
% of All Funds
42.63%
Holding in Top 10
108
Holding in Top 10 Change
-54
Holding in Top 10 Change %
-33.33%
% of All Funds
2.22%
New
173
Increased
926
Reduced
728
Closed
119
Calls
$1.79B
Puts
$2.49B
Net Calls
-$706M
Net Calls Change
-$168M
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
1651
Catalyst Capital Advisors
New York
$364K +$364K +1,200 New
HFG
1652
Heron Financial Group
New York
$362K +$87.5K +268 +32%
BFG
1653
Barber Financial Group
Kansas
$361K +$361K +1,190 New
AFA
1654
Atlanta Financial Associates
Georgia
$360K -$18.5K -61 -5%
WPC
1655
Waters Parkerson & Co
Louisiana
$360K
9WM
1656
9258 Wealth Management
Ohio
$359K +$6.07K +20 +2%
TIM
1657
Thompson Investment Management
Wisconsin
$359K +$25.8K +85 +8%
CWM
1658
Circle Wealth Management
New Jersey
$359K +$120K +397 +50%
TS
1659
Tamar Securities
California
$358K +$358K +1,182 New
LWANC
1660
Laurel Wealth Advisors (North Carolina)
North Carolina
$357K -$6.67K -22 -2%
EFSCE
1661
Enterprise Financial Services Corp (EFSC)
Missouri
$357K +$1.51K +5 +0.4%
GIA
1662
Guyasuta Investment Advisors
Pennsylvania
$357K +$71.5K +236 +25%
PFBT
1663
Parkside Financial Bank & Trust
Missouri
$355K +$11.2K +37 +3%
WPA
1664
West Paces Advisors
Georgia
$354K +$15.2K +50 +4%
Tudor Investment Corp
1665
Tudor Investment Corp
Connecticut
$351K -$540K -1,781 -61%
UAM
1666
UAS Asset Management
New York
$349K -$2.53M -8,340 -88%
SFSG
1667
Sound Financial Strategies Group
Mississippi
$349K -$3.34K -11 -0.9%
AMC
1668
Asset Management Corp
Illinois
$348K +$910 +3 +0.3%
FCA
1669
FLC Capital Advisors
California
$348K +$79.4K +255 +30%
AIFAIM
1670
American Institute for Advanced Investment Management
Arizona
$344K +$121K +400 +54%
GC
1671
Grace Capital
Massachusetts
$343K -$288K -952 -46%
BSB
1672
Bangor Savings Bank
Maine
$343K
LWA
1673
Lineweaver Wealth Advisors
Ohio
$343K +$36.7K +121 +12%
AWA
1674
ARS Wealth Advisors
Florida
$343K +$343K +1,132 New
NAM
1675
NorthCoast Asset Management
Connecticut
$341K -$131K -431 -28%