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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 %
BWP
1726
BSW Wealth Partners
Colorado
$495K -$27.8K -79 -5%
HTI
1727
Hikari Tsushin Inc
Japan
$493K
XS
1728
XR Securities
Illinois
$493K +$493K +1,400 New
MWM
1729
Moulton Wealth Management
Washington
$491K +$1.08K +3 +0.2%
CS
1730
Capital Square
Tennessee
$491K +$261K +721 +114%
RZH
1731
Relyea Zuckerberg Hanson
Connecticut
$489K +$18.1K +49 +4%
BBA
1732
Braun-Bostich & Associates
Pennsylvania
$489K +$98.3K +279 +25%
EWF
1733
Epstein & White Financial
California
$489K +$179K +509 +58%
AWM
1734
Aberdeen Wealth Management
Illinois
$488K -$25.7K -73 -5%
OFS
1735
OneAscent Financial Services
Alabama
$488K -$16.5K -47 -3%
VBCG
1736
Valley Brook Capital Group
Pennsylvania
$488K +$42.3K +120 +9%
PMA
1737
Prudent Man Advisors
Illinois
$487K +$16.6K +47 +4%
RM
1738
Resource Management
Louisiana
$485K -$15.9K -45 -3%
CPIG
1739
Chicago Partners Investment Group
Illinois
$484K -$12.9K -35 -3%
MFG
1740
Monumental Financial Group
Maryland
$484K +$484K +1,372 New
MIA
1741
MainStreet Investment Advisors
Illinois
$483K -$147K -416 -23%
VV
1742
Verity & Verity
South Carolina
$483K -$62.1K -163 -11%
TS
1743
Tamar Securities
California
$483K +$12.3K +35 +3%
JSL
1744
JT Stratford LLC
Georgia
$482K +$13K +37 +3%
NC
1745
NovaPoint Capital
Georgia
$481K
AFA
1746
Atlanta Financial Associates
Georgia
$478K
LDFR
1747
Lehman & Derafelo Financial Resources
Pennsylvania
$477K +$35.2K +100 +8%
JF
1748
JSF Financial
California
$476K +$476K +1,350 New
PWA
1749
Peterson Wealth Advisors
Utah
$475K
LWA
1750
Lenox Wealth Advisors
New York
$474K -$449K -1,274 -49%