COST icon

Costco

2,376 hedge funds and large institutions have $118B invested in Costco in 2021 Q2 according to their latest regulatory filings, with 157 funds opening new positions, 1,040 increasing their positions, 832 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,376
Holders Change
+36
Holders Change %
+1.54%
% of All Funds
41.48%
Holding in Top 10
107
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.88%
% of All Funds
1.87%
New
157
Increased
1,040
Reduced
832
Closed
89
Calls
$3.1B
Puts
$2.83B
Net Calls
+$280M
Net Calls Change
+$593M
Name Holding Trade Value Shares
Change
Shares
Change %
T
1701
TOBAM
France
$576K -$40.4K -102 -7%
MSS
1702
Mitchell Sinkler & Starr
Pennsylvania
$575K
FHC
1703
First Heartland Consultants
Missouri
$574K -$63.7K -161 -10%
PMA
1704
Prudent Man Advisors
Illinois
$574K +$27.3K +69 +5%
PHAM
1705
Palisades Hudson Asset Management
Florida
$573K -$110K -279 -16%
KWM
1706
Keebeck Wealth Management
Illinois
$573K +$320K +808 +126%
DL
1707
DOHJ LLC
Washington
$572K -$396 -1 -0.1%
MSFS
1708
Main Street Financial Solutions
Pennsylvania
$571K -$303K -766 -35%
FHA
1709
First Horizon Advisors
Tennessee
$571K -$92.1K -233 -14%
SWM
1710
Sugarloaf Wealth Management
Georgia
$571K +$6.72K +17 +1%
MG
1711
Mather Group
Illinois
$568K -$88.9K -225 -14%
GG
1712
Gleason Group
Kentucky
$568K +$1.19K +3 +0.2%
BCA
1713
Bay Colony Advisors
Massachusetts
$568K +$117K +295 +26%
PFC
1714
Phocas Financial Corp
California
$568K +$128K +323 +29%
5L
1715
55I LLC
Massachusetts
$567K +$184K +465 +48%
GIP
1716
Greatmark Investment Partners
Georgia
$565K
NEAM
1717
New England Asset Management
Connecticut
$564K
EWF
1718
Epstein & White Financial
California
$563K +$13.9K +35 +3%
AWE
1719
Avidian Wealth Enterprises
Texas
$561K -$134K -339 -19%
SIA
1720
Sit Investment Associates
Minnesota
$561K
SRC
1721
Sage Rhino Capital
California
$560K +$93.5K +236 +20%
BAMCO Inc
1722
BAMCO Inc
New York
$559K +$35.6K +90 +7%
CWAG
1723
Compton Wealth Advisory Group
Virginia
$557K -$3.96K -10 -0.7%
EN1L
1724
Engine No 1 LLC
California
$556K +$556K +1,404 New
TPCW
1725
TD Private Client Wealth
New York
$555K +$63.7K +161 +13%