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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 %
FC
1651
Fusion Capital
South Carolina
$580K +$6.7K +19 +1%
LCM
1652
LCM Capital Management
Illinois
$578K -$25K -71 -4%
ECM
1653
ExodusPoint Capital Management
New York
$576K -$3.49M -9,905 -86%
BOH
1654
Bank of Hawaii
Hawaii
$576K -$1.76K -5 -0.3%
CFO
1655
Collective Family Office
Pennsylvania
$575K -$24.7K -70 -4%
PWM
1656
Palumbo Wealth Management
New York
$574K +$34.6K +98 +6%
PWPS
1657
Pinnacle Wealth Planning Services
Ohio
$572K -$269K -763 -32%
MC
1658
Mathes Company
New York
$571K
CWM
1659
Circle Wealth Management
New Jersey
$570K -$23.3K -66 -4%
FHC
1660
First Heartland Consultants
Missouri
$568K -$33.8K -96 -6%
IWP
1661
Icon Wealth Partners
Texas
$568K +$203K +577 +56%
EWM
1662
Endurance Wealth Management
Rhode Island
$566K -$16.9K -48 -3%
VCG
1663
Vantage Consulting Group
Virginia
$566K +$235K +668 +71%
MYIA
1664
Mount Yale Investment Advisors
Colorado
$565K -$7.75K -22 -1%
PCM
1665
Pennsylvania Capital Management
Pennsylvania
$564K
ICG
1666
InterOcean Capital Group
Tennessee
$562K +$70.5K +200 +14%
BFO
1667
Biltmore Family Office
North Carolina
$559K
NIM
1668
Nexus Investment Management
Ontario, Canada
$558K
MFG
1669
Merit Financial Group
Georgia
$557K +$28.2K +80 +5%
WA
1670
Wealth Alliance
New York
$556K -$199K -565 -26%
SGK
1671
Steigerwald Gordon & Koch
Virginia
$556K -$3.17K -9 -0.6%
CPA
1672
Clear Perspective Advisors
Illinois
$556K +$88.2K +250 +19%
FNBOH
1673
First National Bank of Hutchinson
Kansas
$555K -$124K -351 -18%
KM
1674
Kalos Management
Georgia
$555K +$19.3K +51 +4%
TCA
1675
Transcend Capital Advisors
New Jersey
$553K -$55.2K -157 -9%