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Costco

2,443 hedge funds and large institutions have $134B invested in Costco in 2021 Q3 according to their latest regulatory filings, with 173 funds opening new positions, 955 increasing their positions, 931 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,443
Holders Change
+67
Holders Change %
+2.82%
% of All Funds
42.9%
Holding in Top 10
152
Holding in Top 10 Change
+45
Holding in Top 10 Change %
+42.06%
% of All Funds
2.67%
New
173
Increased
955
Reduced
931
Closed
67
Calls
$3.75B
Puts
$4.22B
Net Calls
-$473M
Net Calls Change
-$752M
Name Holding Trade Value Shares
Change
Shares
Change %
AIC
1826
Archer Investment Corporation
Indiana
$524K +$103K +229 +24%
BSB
1827
Bangor Savings Bank
Maine
$521K +$18K +40 +4%
NA
1828
Nottingham Advisors
New York
$520K
WA
1829
Wealth Alliance
New York
$519K -$61K -136 -11%
FRA
1830
Frank Rimerman Advisors
California
$519K +$519K +1,155 New
PWA
1831
Phoenix Wealth Advisors
North Carolina
$518K
SIA
1832
Sit Investment Associates
Minnesota
$515K -$121K -270 -19%
VWM
1833
Valley Wealth Managers
New Jersey
$511K -$44.9K -100 -8%
WPC
1834
Waters Parkerson & Co
Louisiana
$511K
FCFC
1835
First Citizens Financial Corp
Iowa
$510K +$1.8K +4 +0.4%
ZB
1836
Zions Bancorporation
Utah
$510K +$40K +89 +9%
HMS
1837
Hanseatic Management Services
New Mexico
$508K +$508K +1,130 New
MC
1838
Matisse Capital
Oregon
$506K +$17.5K +39 +4%
HTHT
1839
Hemenway Trust Hemenway Trust
New Hampshire
$501K +$45K +100 +10%
MS
1840
Marshall & Sullivan
Washington
$501K +$114K +255 +30%
FC
1841
Financial Consulate
Maryland
$500K
WIM
1842
Wittenberg Investment Management
Massachusetts
$500K
MWP
1843
Madison Wealth Partners
Wisconsin
$500K +$25.2K +56 +5%
WPA
1844
West Paces Advisors
Georgia
$500K +$78.7K +175 +19%
TC
1845
Trilogy Capital
California
$499K
RDFA
1846
Ritter Daniher Financial Advisory
Ohio
$499K +$74.1K +165 +17%
GC
1847
Grace Capital
Massachusetts
$497K -$18.9K -42 -4%
OEP
1848
Ocean Endowment Partners
Illinois
$497K
PRWA
1849
Platte River Wealth Advisors
Colorado
$496K
APW
1850
Aurora Private Wealth
New Jersey
$495K -$359K -800 -42%