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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 %
HTI
1726
Hikari Tsushin Inc
Japan
$554K
GKWIM
1727
Gerber Kawasaki Wealth & Investment Management
California
$554K +$41.9K +106 +8%
AC
1728
Apella Capital
Connecticut
$552K +$552K +1,394 New
PPP
1729
Private Portfolio Partners
New Jersey
$552K -$4.35K -11 -0.8%
AWM
1730
Aberdeen Wealth Management
Illinois
$548K
FA
1731
FDx Advisors
Illinois
$548K +$47.8K +121 +10%
COF
1732
Capital One Financial
Virginia
$545K -$13.9K -35 -2%
SF
1733
Summit Financial
New Jersey
$544K +$544K +1,376 New
BBA
1734
Braun-Bostich & Associates
Pennsylvania
$544K -$5.54K -14 -1%
LWA
1735
Lineweaver Wealth Advisors
Ohio
$544K +$16.6K +42 +3%
VFA
1736
Voya Financial Advisors
Connecticut
$540K -$3.66M -9,172 -87%
TS
1737
Tamar Securities
California
$540K -$2.37K -6 -0.4%
MIA
1738
MainStreet Investment Advisors
Illinois
$540K -$2.38K -6 -0.4%
NC
1739
NovaPoint Capital
Georgia
$540K
MWM
1740
Moulton Wealth Management
Washington
$540K +$1.19K +3 +0.2%
AI
1741
Accredited Investors
Minnesota
$540K +$12.3K +31 +2%
LDFR
1742
Lehman & Derafelo Financial Resources
Pennsylvania
$539K +$3.17K +8 +0.6%
EWM
1743
Endurance Wealth Management
Rhode Island
$536K -$98.9K -250 -16%
PWA
1744
Peterson Wealth Advisors
Utah
$534K
JF
1745
JSF Financial
California
$534K
RBCM
1746
Raub Brock Capital Management
California
$533K +$9.5K +24 +2%
CCM
1747
Carlson Capital Management
Minnesota
$531K +$3.96K +10 +0.8%
RZH
1748
Relyea Zuckerberg Hanson
Connecticut
$531K +$7.91K +20 +2%
WFA
1749
Wellspring Financial Advisors
Ohio
$531K +$25.7K +65 +5%
FCA
1750
FinTrust Capital Advisors
South Carolina
$531K +$27.3K +69 +5%