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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 %
NEAM
1726
New England Asset Management
Connecticut
$640K
VV
1727
Verity & Verity
South Carolina
$636K
VFA
1728
Voya Financial Advisors
Connecticut
$635K +$23.9K +53 +4%
OCM
1729
One Capital Management
California
$634K +$123K +275 +24%
CS
1730
Capital Square
Tennessee
$633K
LWANC
1731
Laurel Wealth Advisors (North Carolina)
North Carolina
$631K +$113K +251 +22%
MSS
1732
Mitchell Sinkler & Starr
Pennsylvania
$630K -$22.5K -50 -3%
WA
1733
Wambolt & Associates
Colorado
$630K +$109K +244 +21%
MIA
1734
MainStreet Investment Advisors
Illinois
$629K +$16.2K +36 +3%
MA
1735
MONECO Advisors
Connecticut
$628K +$92.6K +206 +17%
Financial Engines Advisors
1736
Financial Engines Advisors
California
$627K +$46.7K +104 +8%
RZH
1737
Relyea Zuckerberg Hanson
Connecticut
$625K +$22K +49 +4%
CGA
1738
Crescent Grove Advisors
Illinois
$625K +$314K +699 +101%
5L
1739
55I LLC
Massachusetts
$624K -$20.2K -45 -3%
SWM
1740
Sugarloaf Wealth Management
Georgia
$623K -$26.1K -58 -4%
RA
1741
RFG Advisory
Alabama
$623K +$79.1K +176 +15%
AWM
1742
Aberdeen Wealth Management
Illinois
$622K
SDH
1743
Sloy Dahl & Holst
Washington
$621K +$238K +530 +62%
FCA
1744
FinTrust Capital Advisors
South Carolina
$616K +$13K +29 +2%
MWM
1745
Moulton Wealth Management
Washington
$613K +$896 +2 +0.1%
HHAA
1746
Henry H. Armstrong Associates
Pennsylvania
$612K -$180K -400 -23%
BBA
1747
Braun-Bostich & Associates
Pennsylvania
$612K -$4.94K -11 -0.8%
EFSCE
1748
Enterprise Financial Services Corp (EFSC)
Missouri
$612K +$111K +247 +22%
EWM
1749
Endurance Wealth Management
Rhode Island
$609K
WFA
1750
Wellspring Financial Advisors
Ohio
$608K +$4.94K +11 +0.8%