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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 %
RTC
1776
Riverview Trust Company
Washington
$508K
NNP
1777
Nachman Norwood & Parrott
South Carolina
$508K +$30.5K +77 +6%
CFO
1778
CVA Family Office
Colorado
$507K +$126K +319 +33%
BTWM
1779
Baker Tilly Wealth Management
Wisconsin
$507K +$143K +362 +39%
MFA
1780
Mayflower Financial Advisors
Massachusetts
$506K -$12.3K -31 -2%
JCM
1781
Jacobi Capital Management
Pennsylvania
$506K +$32.5K +82 +7%
WMA
1782
Wealth Management Associates
New Jersey
$506K -$57.8K -146 -10%
ICM
1783
IMS Capital Management
Oregon
$504K +$395 +1 +0.1%
VV
1784
Verity & Verity
South Carolina
$501K
RIM
1785
Regent Investment Management
Kentucky
$499K
FMBTD
1786
First Midwest Bank Trust Division
Illinois
$499K +$37.6K +95 +8%
HIC
1787
Holderness Investments Company
North Carolina
$499K +$95K +240 +24%
OEP
1788
Ocean Endowment Partners
Illinois
$497K -$118K -308 -19%
SFP
1789
Sterling Financial Planning
New Jersey
$497K
BC
1790
Burleson & Co
California
$497K +$395 +1 +0.1%
KPCM
1791
Kings Point Capital Management
New York
$496K +$67.3K +170 +16%
CLOS
1792
Compagnie Lombard Odier SCmA
Switzerland
$495K -$33.3K -84 -6%
BIA
1793
Bigelow Investment Advisors
Maine
$495K
RS
1794
Retirement Solution
Washington
$494K -$92.6K -234 -16%
XWM
1795
Xcel Wealth Management
Florida
$493K -$19.8K -50 -4%
OCPWS
1796
One Charles Private Wealth Services
Massachusetts
$493K +$493K +1,246 New
FC
1797
Fulcrum Capital
Washington
$491K -$9.9K -25 -2%
VWM
1798
Valley Wealth Managers
New Jersey
$490K +$55.4K +140 +13%
PFM
1799
Parsec Financial Management
North Carolina
$485K +$39.9K +101 +9%
ACP
1800
Aviance Capital Partners
Florida
$485K +$46.2K +117 +11%