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Costco

2,074 hedge funds and large institutions have $93B invested in Costco in 2020 Q2 according to their latest regulatory filings, with 173 funds opening new positions, 926 increasing their positions, 728 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,074
Holders Change
+33
Holders Change %
+1.62%
% of All Funds
42.63%
Holding in Top 10
108
Holding in Top 10 Change
-54
Holding in Top 10 Change %
-33.33%
% of All Funds
2.22%
New
173
Increased
926
Reduced
728
Closed
119
Calls
$1.79B
Puts
$2.49B
Net Calls
-$706M
Net Calls Change
-$168M
Name Holding Trade Value Shares
Change
Shares
Change %
SFM
1826
Signet Financial Management
New Jersey
$237K +$9.18K +27 +4%
BWM
1827
BCS Wealth Management
Tennessee
$236K +$236K +778 New
MSS
1828
Mitchell Sinkler & Starr
Pennsylvania
$236K +$236K +779 New
HTHT
1829
Hemenway Trust Hemenway Trust
New Hampshire
$235K -$15.2K -50 -6%
RWM
1830
RBA Wealth Management
California
$235K
VCM
1831
Verde Capital Management
Michigan
$235K +$235K +774 New
GKWIM
1832
Gerber Kawasaki Wealth & Investment Management
California
$232K -$27.5K -91 -11%
PP
1833
PDS Planning
Ohio
$232K +$232K +765 New
BBWA
1834
Bell & Brown Wealth Advisors
California
$231K
AWM
1835
Affinity Wealth Management
Delaware
$230K -$32.6K -100 -12%
LHC
1836
Little House Capital
Massachusetts
$230K -$25.4K -84 -10%
MGWM
1837
Marks Group Wealth Management
Minnesota
$230K
CANC
1838
Culbertson A N & Co
Virginia
$230K +$15.1K +50 +7%
LA
1839
LVW Advisors
New York
$230K +$230K +758 New
SC
1840
Solstein Capital
California
$229K
ACM
1841
AUA Capital Management
Pennsylvania
$227K
SNB
1842
Security National Bank
Nebraska
$227K
RBCM
1843
Raub Brock Capital Management
California
$227K +$227K +748 New
CAM
1844
Claret Asset Management
Quebec, Canada
$226K -$7.57K -25 -3%
SAM
1845
Security Asset Management
New York
$224K
TWP
1846
TFO Wealth Partners
Ohio
$224K
VA
1847
Valmark Advisers
Ohio
$223K +$223K +736 New
GCP
1848
Gill Capital Partners
Colorado
$222K -$203K -669 -48%
SDH
1849
Sloy Dahl & Holst
Washington
$222K
BL
1850
Balentine LLC
Georgia
$222K +$23.9K +79 +12%