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 %
PFC
1901
Phocas Financial Corp
California
$242K -$7.09K -20 -3%
PMG
1902
Private Management Group
California
$242K
SIAS
1903
Shine Investment Advisory Services
Colorado
$242K +$43.2K +122 +22%
AIA
1904
Affinity Investment Advisors
California
$242K +$242K +681 New
XF
1905
XML Financial
Maryland
$240K +$240K +675 New
LTI
1906
Laffer Tengler Investments
Tennessee
$240K +$240K +676 New
LJAC
1907
L.J. Altfest & Co
New York
$239K
CA
1908
Crumly & Associates
Illinois
$239K +$239K +672 New
RWA
1909
River Wealth Advisors
Pennsylvania
$239K +$239K +672 New
AP
1910
Atwood & Palmer
Missouri
$238K
CYG
1911
Clean Yield Group
Vermont
$237K +$15.3K +43 +7%
VC
1912
Vestor Capital
Illinois
$237K +$237K +667 New
DMC
1913
Drexel Morgan & Co
Pennsylvania
$236K
CWC
1914
Carolinas Wealth Consulting
North Carolina
$236K +$149K +420 +171%
LCC
1915
Lincoln Capital Corp
Rhode Island
$236K +$236K +666 New
BFC
1916
Bedel Financial Consulting
Indiana
$235K +$11K +31 +5%
FFS
1917
Founders Financial Securities
Maryland
$235K +$235K +661 New
Group One Trading
1918
Group One Trading
Illinois
$235K +$235K +662 New
SFM
1919
Signet Financial Management
New Jersey
$234K -$27.8K -74 -11%
CFO
1920
CVA Family Office
Colorado
$234K +$44.5K +125 +23%
LF
1921
Lantz Financial
Illinois
$234K +$234K +660 New
LFA
1922
Legacy Financial Advisors
Kentucky
$234K +$234K +660 New
LF
1923
Lee Financial
Texas
$233K +$35.6K +100 +18%
VST
1924
Van Strum & Towne
California
$231K +$231K +650 New
CWM
1925
Chesapeake Wealth Management
Virginia
$230K +$230K +648 New