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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 %
PWA
1826
Phoenix Wealth Advisors
North Carolina
$459K
NA
1827
Nottingham Advisors
New York
$458K
BCP
1828
Blue Chip Partners
Michigan
$458K +$396 +1 +0.1%
WA
1829
Wambolt & Associates
Colorado
$458K +$228K +579 +99%
LWANC
1830
Laurel Wealth Advisors (North Carolina)
North Carolina
$456K
GC
1831
Grace Capital
Massachusetts
$454K +$46.3K +117 +11%
TC
1832
Trilogy Capital
California
$453K +$453K +1,111 New
NIC
1833
Northwest Investment Counselors
Oregon
$452K
WPC
1834
Waters Parkerson & Co
Louisiana
$450K
LRIA
1835
Leonard Rickey Investment Advisors
Washington
$450K +$417 +1 +0.1%
OCM
1836
One Capital Management
California
$449K +$191K +484 +74%
FCFC
1837
First Citizens Financial Corp
Iowa
$448K
MWC
1838
MBM Wealth Consultants
Missouri
$446K +$10.3K +26 +2%
SCA
1839
Sage Capital Advisors
South Dakota
$444K +$415 +1 +0.1%
KP
1840
Keel Point
Alabama
$443K -$11.9K -30 -3%
BSB
1841
Bangor Savings Bank
Maine
$443K +$5.93K +15 +1%
EFSCE
1842
Enterprise Financial Services Corp (EFSC)
Missouri
$441K +$109K +276 +33%
LIA
1843
LBMC Investment Advisors
Tennessee
$441K +$441K +1,114 New
FC
1844
Financial Consulate
Maryland
$440K
WIM
1845
Wittenberg Investment Management
Massachusetts
$440K +$395 +1 +0.1%
HWM
1846
Hemington Wealth Management
Virginia
$437K -$1.58K -4 -0.4%
PFBT
1847
Parkside Financial Bank & Trust
Missouri
$437K +$4.74K +12 +1%
PRWA
1848
Platte River Wealth Advisors
Colorado
$437K +$26.5K +67 +6%
LPT
1849
Legacy Private Trust
Wisconsin
$436K -$57.8K -146 -12%
TCPWM
1850
Traverso Chambers Private Wealth Management
California
$436K