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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 %
AIIMS
1751
Analyst IMS Investment Management Services
Israel
$607K -$21.2K -170 -3%
PWA
1752
Peterson Wealth Advisors
Utah
$606K
RBCM
1753
Raub Brock Capital Management
California
$605K
FA
1754
FDx Advisors
Illinois
$603K -$19.3K -43 -3%
AC
1755
Apella Capital
Connecticut
$602K -$24.7K -55 -4%
TPCW
1756
TD Private Client Wealth
New York
$599K -$31.5K -70 -5%
CWAG
1757
Compton Wealth Advisory Group
Virginia
$598K -$34.6K -77 -5%
CNC
1758
Canandaigua National Corp
New York
$596K -$4.49K -10 -0.7%
TFM
1759
TFC Financial Management
Massachusetts
$595K
NJBEST
1760
New Jersey Better Educational Savings Trust
New Jersey
$591K
CVM
1761
Cheviot Value Management
California
$591K +$450 +1 +0.1%
LWA
1762
Lenox Wealth Advisors
New York
$589K -$8.99K -20 -2%
CCB
1763
Cutter & Co Brokerage
Missouri
$589K +$1.35K +3 +0.2%
PIM
1764
Profit Investment Management
Maryland
$588K
BA
1765
Bridge Advisory
California
$588K +$7.64K +17 +1%
ESB
1766
Essex Savings Bank
Connecticut
$587K +$149K +328 +34%
RCM
1767
Radnor Capital Management
Pennsylvania
$586K
TS
1768
Tamar Securities
California
$585K -$28.3K -63 -5%
KP
1769
Keel Point
Alabama
$585K +$82.2K +183 +16%
MIM
1770
Montgomery Investment Management
Maryland
$584K
1W
1771
1776 Wealth
Georgia
$582K -$123K -273 -17%
SIM
1772
SSI Investment Management
California
$582K
FMWA
1773
Forvis Mazars Wealth Advisors
Missouri
$581K +$137K +304 +31%
PTB
1774
Pioneer Trust Bank
Oregon
$580K -$6.74K -15 -1%
FMBTD
1775
First Midwest Bank Trust Division
Illinois
$580K +$14.4K +32 +3%