COST icon

Costco

2,041 hedge funds and large institutions have $87.8B invested in Costco in 2020 Q1 according to their latest regulatory filings, with 182 funds opening new positions, 838 increasing their positions, 806 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,041
Holders Change
+46
Holders Change %
+2.31%
% of All Funds
45.09%
Holding in Top 10
162
Holding in Top 10 Change
+67
Holding in Top 10 Change %
+70.53%
% of All Funds
3.58%
New
182
Increased
838
Reduced
806
Closed
109
Calls
$1.61B
Puts
$2.15B
Net Calls
-$538M
Net Calls Change
+$385M
Name Holding Trade Value Shares
Change
Shares
Change %
PM
1801
Parametrica Management
Hong Kong
$232K +$232K +815 New
SCA
1802
Sander Capital Advisors
Washington
$231K -$307K -1,075 -57%
PFA
1803
Pettinga Financial Advisors
Indiana
$231K -$145K -510 -39%
FP
1804
Foundry Partners
Minnesota
$230K
ESB
1805
Essex Savings Bank
Connecticut
$230K +$285 +1 +0.1%
WBG
1806
Wharton Business Group
Pennsylvania
$230K +$30.7K +108 +15%
WB
1807
West Bancorporation
Iowa
$229K +$4.85K +17 +2%
NCM
1808
Novare Capital Management
North Carolina
$229K +$33.4K +117 +17%
MCM
1809
MV Capital Management
Maryland
$228K
NC
1810
NovaPoint Capital
Georgia
$228K
CS
1811
Capital Square
Tennessee
$227K +$227K +794 New
OMC
1812
Overbrook Management Corp
New York
$227K +$227K +797 New
IIA
1813
IPG Investment Advisors
California
$226K -$71.3K -250 -24%
CWM
1814
Circle Wealth Management
New Jersey
$225K -$8K -28 -3%
DIA
1815
Dana Investment Advisors
Wisconsin
$225K +$225K +790 New
FCFC
1816
First Citizens Financial Corp
Iowa
$222K -$4.85K -17 -2%
PCM
1817
Penserra Capital Management
California
$222K +$32K +105 +17%
RWM
1818
RBA Wealth Management
California
$221K +$6K +21 +3%
PFA
1819
Pinnacle Family Advisors
Missouri
$221K +$221K +772 New
CAM
1820
Claret Asset Management
Quebec, Canada
$220K -$2.57K -9 -1%
SHWM
1821
Smith & Howard Wealth Management
Georgia
$219K -$5.7K -20 -3%
PWM
1822
PBMares Wealth Management
Virginia
$219K +$6.84K +24 +3%
MGWM
1823
Marks Group Wealth Management
Minnesota
$217K +$217K +760 New
SC
1824
Solstein Capital
California
$216K -$102K -356 -32%
C
1825
Certuity
Florida
$216K -$87.1K -305 -29%