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Costco

2,149 hedge funds and large institutions have $108B invested in Costco in 2020 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 897 increasing their positions, 788 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,149
Holders Change
+75
Holders Change %
+3.62%
% of All Funds
43.48%
Holding in Top 10
127
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+17.59%
% of All Funds
2.57%
New
165
Increased
897
Reduced
788
Closed
71
Calls
$3.49B
Puts
$3.54B
Net Calls
-$50.3M
Net Calls Change
+$656M
Name Holding Trade Value Shares
Change
Shares
Change %
GKWIM
1801
Gerber Kawasaki Wealth & Investment Management
California
$310K +$38.6K +109 +14%
PS
1802
Planned Solutions
California
$309K +$309K +870 New
RBCM
1803
Raub Brock Capital Management
California
$308K +$42.6K +120 +16%
WR
1804
Watson Rebecca
$306K +$10.7K +30 +4%
MA
1805
Modus Advisors
Minnesota
$305K -$85K -239 -22%
AIA
1806
AIMZ Investment Advisors
California
$304K -$12.4K -35 -4%
RP
1807
Riverbridge Partners
Minnesota
$304K -$1.42K -4 -0.5%
MIC
1808
Meridian Investment Counsel
California
$304K
CIM
1809
Confluence Investment Management
Missouri
$302K -$15.3K -43 -5%
BOPW
1810
Brandywine Oak Private Wealth
Pennsylvania
$301K -$34.3K -97 -10%
NFG
1811
NewFocus Financial Group
Washington
$301K +$10.6K +30 +4%
EAM
1812
Evanson Asset Management
California
$300K +$8.51K +24 +3%
CA
1813
Claro Advisors
Massachusetts
$300K +$20.9K +59 +7%
PFWA
1814
Paces Ferry Wealth Advisors
Georgia
$300K +$300K +846 New
FFG
1815
Ford Financial Group
California
$299K -$61.2K -173 -17%
SC
1816
Sawyer & Company
Massachusetts
$298K
WA
1817
Wealth Architects
California
$296K
ERIM
1818
Eagle Ridge Investment Management
Connecticut
$295K -$13.5K -38 -4%
DC
1819
Derby & Company
Massachusetts
$295K
CCM
1820
Crabel Capital Management
California
$293K +$293K +825 New
OCM
1821
One Capital Management
California
$292K -$16K -45 -5%
PFM
1822
Peak Financial Management
Massachusetts
$291K +$291K +819 New
WG
1823
Winton Group
United Kingdom
$290K -$8.43M -23,722 -97%
CFD
1824
Creative Financial Designs
Indiana
$290K -$260K -733 -47%
TCM
1825
Traynor Capital Management
Pennsylvania
$290K +$19.1K +51 +7%