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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 %
OEP
1776
Ocean Endowment Partners
Illinois
$459K -$31.6K -111 -6%
MIM
1777
Montgomery Investment Management
Maryland
$458K
SIM
1778
SSI Investment Management
California
$458K
GKWIM
1779
Gerber Kawasaki Wealth & Investment Management
California
$456K +$79.2K +225 +21%
XWM
1780
Xcel Wealth Management
Florida
$456K +$202K +575 +80%
MCM
1781
McRae Capital Management
New Jersey
$455K -$106K -300 -19%
PWA
1782
Providence Wealth Advisors
Illinois
$453K -$10.9K -31 -2%
RTC
1783
Riverview Trust Company
Washington
$453K
CGH
1784
CMG Global Holdings
Texas
$453K +$453K +1,284 New
BA
1785
Bridge Advisory
California
$451K +$9.16K +26 +2%
WIA
1786
Wealthstreet Investment Advisors
Texas
$449K -$539K -1,530 -55%
ICM
1787
IMS Capital Management
Oregon
$449K +$26.4K +75 +6%
FCA
1788
FinTrust Capital Advisors
South Carolina
$449K +$166K +472 +59%
ZB
1789
Zions Bancorporation
Utah
$447K -$512K -1,453 -53%
FA
1790
FDx Advisors
Illinois
$446K -$165K -469 -27%
FC
1791
Fulcrum Capital
Washington
$446K -$30.7K -87 -6%
CIP
1792
Convergence Investment Partners
Florida
$446K -$8.46K -24 -2%
IWAG
1793
Integer Wealth Advisors Group
Georgia
$446K
RIM
1794
Regent Investment Management
Kentucky
$445K +$5.29K +15 +1%
APA
1795
Allegiant Private Advisors
Florida
$444K +$5.29K +15 +1%
SFP
1796
Sterling Financial Planning
New Jersey
$443K -$14.4K -41 -3%
BC
1797
Burleson & Co
California
$443K +$22.6K +64 +5%
BIA
1798
Bigelow Investment Advisors
Maine
$441K
EMG
1799
ETF Managers Group
New Jersey
$440K -$521K -1,489 -54%
WG
1800
Watchman Group
Texas
$440K -$17.3K -49 -4%