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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 %
HIC
1701
Holderness Investments Company
North Carolina
$664K +$97.1K +216 +17%
MCM
1702
Monarch Capital Management
Indiana
$662K
PCM
1703
Penserra Capital Management
California
$660K -$8.99K -20 -1%
GAM
1704
Gould Asset Management
California
$657K -$6.74K -15 -1%
TCM
1705
Traynor Capital Management
Pennsylvania
$657K -$4.04K -9 -0.6%
T
1706
TOBAM
France
$654K
MFA
1707
Mayflower Financial Advisors
Massachusetts
$654K +$56.5K +121 +9%
VAS
1708
Vestmark Advisory Solutions
Massachusetts
$653K -$17.5K -39 -3%
AP
1709
Atwood & Palmer
Missouri
$652K -$11.2K -25 -2%
CAI
1710
Capital Advisors Inc
Oklahoma
$651K -$9.89K -22 -1%
PHAM
1711
Palisades Hudson Asset Management
Florida
$651K
SRC
1712
Sage Rhino Capital
California
$650K +$14.4K +32 +2%
PPP
1713
Private Portfolio Partners
New Jersey
$646K +$19.3K +43 +3%
CA
1714
Calton & Associates
Florida
$646K -$9.89K -22 -2%
GG
1715
Gleason Group
Kentucky
$646K +$1.35K +3 +0.2%
AWE
1716
Avidian Wealth Enterprises
Texas
$646K +$9.43K +21 +1%
RPWA
1717
Regent Peak Wealth Advisors
Georgia
$645K +$7.64K +17 +1%
SAF
1718
Smith Anglin Financial
Texas
$644K -$41.4K -92 -6%
LWA
1719
Lineweaver Wealth Advisors
Ohio
$644K +$25.6K +57 +4%
CCM
1720
Carlson Capital Management
Minnesota
$644K +$41.3K +92 +7%
PMA
1721
Prudent Man Advisors
Illinois
$643K -$8.54K -19 -1%
PWM
1722
Palumbo Wealth Management
New York
$641K -$90.4K -201 -12%
GIP
1723
Greatmark Investment Partners
Georgia
$641K
FWP
1724
FAS Wealth Partners
Kansas
$641K +$114K +254 +22%
GG
1725
Golden Green
South Carolina
$640K -$252K -561 -28%