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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 %
RPWA
1751
Regent Peak Wealth Advisors
Georgia
$473K -$26.4K -75 -5%
CPW
1752
Catalyst Private Wealth
California
$472K +$101K +286 +27%
VAS
1753
Vestmark Advisory Solutions
Massachusetts
$471K -$845K -2,400 -64%
CNC
1754
Canandaigua National Corp
New York
$471K -$13K -37 -3%
GLA
1755
Good Life Advisors
Pennsylvania
$471K +$23.3K +66 +5%
AC
1756
Addison Capital
Pennsylvania
$470K
AI
1757
Accredited Investors
Minnesota
$470K +$19.7K +56 +4%
LWA
1758
Lineweaver Wealth Advisors
Ohio
$470K +$78.6K +223 +20%
CLOS
1759
Compagnie Lombard Odier SCmA
Switzerland
$469K -$169K -481 -27%
CCM
1760
Carlson Capital Management
Minnesota
$469K +$7.4K +21 +2%
9WM
1761
9258 Wealth Management
Ohio
$469K +$51.8K +147 +12%
TFM
1762
TFC Financial Management
Massachusetts
$467K
BAMCO Inc
1763
BAMCO Inc
New York
$467K +$220K +625 +89%
RBCM
1764
Raub Brock Capital Management
California
$466K +$160K +455 +52%
FCFS
1765
First Command Financial Services
Texas
$465K +$99.7K +283 +27%
FCB
1766
First Command Bank
Texas
$465K +$99.7K +283 +27%
FDS
1767
First Dallas Securities
Texas
$464K -$14.1K -40 -3%
NJBEST
1768
New Jersey Better Educational Savings Trust
New Jersey
$464K
WFMPM
1769
Woodley Farra Manion Portfolio Management
Indiana
$464K +$266K +756 +135%
MFA
1770
Mayflower Financial Advisors
Massachusetts
$462K +$56.8K +161 +14%
PIM
1771
Profit Investment Management
Maryland
$461K
CCB
1772
Cutter & Co Brokerage
Missouri
$461K +$49.3K +140 +12%
HAIM
1773
Hunter Associates Investment Management
Pennsylvania
$461K +$70.4K +200 +18%
PTB
1774
Pioneer Trust Bank
Oregon
$460K
RCM
1775
Radnor Capital Management
Pennsylvania
$460K