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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 %
EAM
1951
Evanson Asset Management
California
$404K +$4.78K +12 +1%
TC
1952
Toews Corporation
New Jersey
$404K +$404K +900 New
NFC
1953
Northeast Financial Consultants
Connecticut
$402K
MW
1954
Marcum Wealth
Ohio
$402K +$63K +140 +19%
GCP
1955
Gill Capital Partners
Colorado
$399K +$8.98K +20 +2%
CAN
1956
Claraphi Advisory Network
United States
$399K +$25.2K +56 +7%
WOSD
1957
WFA of San Diego
California
$398K -$19.3K -43 -5%
TFA
1958
Trinity Financial Advisors
Ohio
$398K
OWM
1959
Opes Wealth Management
California
$397K -$22.5K -50 -5%
EFG
1960
Everhart Financial Group
Ohio
$397K +$397K +883 New
PCM
1961
Poehling Capital Management
Wisconsin
$396K
WPC
1962
White Pine Capital
Minnesota
$395K
WA
1963
Wealth Architects
California
$395K +$17.1K +38 +5%
PI
1964
PineBridge Investments
New York
$394K -$14.4M -32,078 -97%
LHC
1965
Little House Capital
Massachusetts
$392K -$70.6K -157 -15%
WIC
1966
Whitegate Investment Counselors
New Hampshire
$391K +$76.4K +170 +24%
WW
1967
Westshore Wealth
California
$389K -$41.4K -92 -10%
CAM
1968
Cidel Asset Management
Ontario, Canada
$389K
BHA
1969
Beech Hill Advisors
New York
$389K +$7.63K +17 +2%
LCM
1970
Landscape Capital Management
New Jersey
$387K -$6.27M -13,941 -94%
NCMW
1971
Northern Capital Management (Washington)
Washington
$387K +$10.3K +23 +3%
SFM
1972
Signet Financial Management
New Jersey
$386K +$124K +277 +48%
RP
1973
Riverbridge Partners
Minnesota
$385K
MIC
1974
Meridian Investment Counsel
California
$385K
VCM
1975
Vigilant Capital Management
Maine
$384K -$105K -234 -22%