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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 %
JIP
1926
Jaffetilchin Investment Partners
Florida
$419K -$37.8K -84 -8%
LPIC
1927
LeJeune Puetz Investment Counsel
Michigan
$418K
EA
1928
Eclectic Associates
California
$418K
PCG
1929
Private Capital Group
Connecticut
$416K -$43.6K -97 -9%
BWG
1930
Beta Wealth Group
California
$416K -$19.3K -43 -4%
WSC
1931
Wellington Shields & Co
New York
$416K
GWA
1932
GGM Wealth Advisors
Maryland
$414K +$26.9K +55 +7%
SIA
1933
Strategic Investment Advisors
Michigan
$413K +$3.6K +8 +0.9%
SIGI
1934
Susquehanna International Group (Ireland)
Ireland
$413K +$413K +918 New
KFA
1935
Krane Funds Advisors
New York
$413K +$413K +920 New
CCT
1936
Chemung Canal Trust
New York
$412K -$18.9K -42 -4%
AIP
1937
Ahrens Investment Partners
Louisiana
$412K +$14.4K +32 +4%
MCM
1938
MV Capital Management
Maryland
$412K +$23.8K +53 +6%
ACA
1939
Affinity Capital Advisors
California
$411K -$24.7K -55 -6%
NIMI
1940
Natixis Investment Managers International
France
$411K -$24.2K -54 -6%
AAM
1941
Aureus Asset Management
Massachusetts
$411K +$6.74K +15 +2%
BWM
1942
BerganKDV Wealth Management
Minnesota
$410K +$18.9K +42 +5%
ACH
1943
ArrowMark Colorado Holdings
Colorado
$408K -$9.43K -21 -2%
JC
1944
JB Capital
Connecticut
$407K +$407K +906 New
DDPIC
1945
Deroy & Devereaux Private Investment Counsel
Michigan
$406K
CFG
1946
CKW Financial Group
Hawaii
$405K -$7.62K -17 -2%
PWM
1947
PBMares Wealth Management
Virginia
$405K
TSS
1948
Two Sigma Securities
New York
$404K -$1.29M -2,872 -76%
IAA
1949
Ironsides Asset Advisors
North Carolina
$404K -$54K -120 -12%
PWS
1950
Peloton Wealth Strategists
Indiana
$404K