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Costco

2,041 hedge funds and large institutions have $87.8B invested in Costco in 2020 Q1 according to their latest regulatory filings, with 182 funds opening new positions, 838 increasing their positions, 806 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,041
Holders Change
+46
Holders Change %
+2.31%
% of All Funds
45.09%
Holding in Top 10
162
Holding in Top 10 Change
+67
Holding in Top 10 Change %
+70.53%
% of All Funds
3.58%
New
182
Increased
838
Reduced
806
Closed
109
Calls
$1.61B
Puts
$2.15B
Net Calls
-$538M
Net Calls Change
+$385M
Name Holding Trade Value Shares
Change
Shares
Change %
JAM
2001
JCIC Asset Management
Ontario, Canada
$17K +$10.5K +37 +161%
CAGAS
2002
Capital Advisory Group Advisory Services
Minnesota
$17K +$17K +62 New
1IA
2003
1834 Investment Advisors
Wisconsin
$16K
CTB
2004
Country Trust Bank
Illinois
$16K
HFS
2005
HBC Financial Services
Washington
$15K -$84.4K -1,125 -85%
DWA
2006
Dougherty Wealth Advisers
Minnesota
$15K
LWA
2007
Lowe Wealth Advisors
Maryland
$14K
FCH
2008
Freestone Capital Holdings
Washington
$12.4K +$746 +2,617 +6%
CH
2009
Canton Hathaway
Rhode Island
$12K
SA
2010
SRH Advisors
Kansas
$11K
FMP
2011
Financial Management Professionals
Texas
$10K
HI
2012
Hoey Investments
Pennsylvania
$9K -$81.8K -300 -90%
SWM
2013
Selective Wealth Management
Virginia
$9K
VEA
2014
Virtus ETF Advisers
New York
$9K +$9K +33 New
FGAM
2015
Financial Gravity Asset Management
Texas
$8.08K -$6.06K -21 -43%
LFG
2016
LifePlan Financial Group
Ohio
$8K
TFGT
2017
TS Financial Group (TSFG)
Illinois
$8K
AS
2018
Altshuler Shaham
Israel
$7K -$470K -1,611 -99%
OAJ
2019
Ogorek Anthony Joseph
New York
$7K
QAM
2020
QCI Asset Management
New York
$7K
MA
2021
MCF Advisors
Kentucky
$7K
LSA
2022
Lion Street Advisors
Texas
$7K +$7K +24 New
JSC
2023
Jackson Square Capital
California
$6K
SMG
2024
Spectrum Management Group
Indiana
$6K +$6K +20 New
AC
2025
AlphaCore Capital
California
$6K +$6K +20 New