COST icon

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 %
LJHT
1826
Laurie J. Hall Trustee
$290K +$290K +817 New
AAS
1827
Annex Advisory Services
Wisconsin
$289K +$1.78K +5 +0.6%
BCA
1828
Bay Colony Advisors
Massachusetts
$288K +$288K +811 New
FAM
1829
Formidable Asset Management
Ohio
$286K
FP
1830
Foundry Partners
Minnesota
$286K
MCM
1831
MV Capital Management
Maryland
$284K
NAM
1832
NTV Asset Management
West Virginia
$284K
KOMWMG
1833
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$283K +$708 +2 +0.3%
AL
1834
Aspiriant LLC
California
$283K +$2.85K +8 +1%
QCM
1835
Quantinno Capital Management
New York
$283K +$283K +798 New
OR
1836
Olympiad Research
Connecticut
$282K +$34.1K +96 +14%
CANC
1837
Culbertson A N & Co
Virginia
$280K +$10.6K +30 +4%
FGA
1838
Fortis Group Advisors
New Jersey
$279K +$279K +788 New
FPCP
1839
Fort Point Capital Partners
California
$278K -$49.1K -138 -15%
GHA
1840
GW Henssler & Associates
Georgia
$278K +$29.2K +82 +12%
VA
1841
Valmark Advisers
Ohio
$277K +$15.6K +44 +6%
FC
1842
Fusion Capital
South Carolina
$277K +$277K +782 New
EWF
1843
Epstein & White Financial
California
$276K -$51.1K -144 -16%
S
1844
Surevest
California
$275K -$52.6K -148 -16%
HTHT
1845
Hemenway Trust Hemenway Trust
New Hampshire
$275K
QC
1846
QCM Cayman
Texas
$275K +$21.3K +60 +8%
BWP
1847
Bernardo Wealth Planning
Pennsylvania
$275K +$275K +776 New
RWM
1848
RBA Wealth Management
California
$274K -$1.07K -3 -0.4%
PI
1849
Pachira Investments
California
$274K +$274K +773 New
AssetMark Inc
1850
AssetMark Inc
California
$272K -$5.23M -14,736 -95%