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Costco

2,074 hedge funds and large institutions have $93B invested in Costco in 2020 Q2 according to their latest regulatory filings, with 173 funds opening new positions, 926 increasing their positions, 728 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,074
Holders Change
+33
Holders Change %
+1.62%
% of All Funds
42.63%
Holding in Top 10
108
Holding in Top 10 Change
-54
Holding in Top 10 Change %
-33.33%
% of All Funds
2.22%
New
173
Increased
926
Reduced
728
Closed
119
Calls
$1.79B
Puts
$2.49B
Net Calls
-$706M
Net Calls Change
-$168M
Name Holding Trade Value Shares
Change
Shares
Change %
RG
2001
Retirement Group
California
$44K +$44K +145 New
ARMC
2002
American Research & Management Company
Massachusetts
$42K
CWM
2003
Cedar Wealth Management
California
$42K
SFG
2004
Sowa Financial Group
Rhode Island
$41K
THWM
2005
Taylor Hoffman Wealth Management
Virginia
$41K +$41K +135 New
ETI
2006
Enterprise Trust & Investment
California
$38K
MFT
2007
Moisand Fitzgerald Tamayo
Florida
$35K -$37.7K -124 -52%
DI
2008
Disciplined Investments
Oklahoma
$35K -$310 -1 -0.9%
RCC
2009
Red Cedar Capital
Nebraska
$35K +$29.9K +100 +588%
MWP
2010
Meridian Wealth Partners
Pennsylvania
$34K -$1.21K -4 -3%
FMTCOCP
2011
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$34K
FAM
2012
Fred Alger Management
New York
$33K -$13.2M -44,049 -100%
JWBC
2013
John W. Brooker & Co
California
$33K
HI
2014
Human Investing
Oregon
$33K +$4.84K +16 +17%
AWM
2015
Avondale Wealth Management
Texas
$32K
ST
2016
Sageworth Trust
Pennsylvania
$32K +$1.81K +6 +6%
C
2017
Cerebellum
California
$32K +$32K +172 New
VCM
2018
Versant Capital Management
Arizona
$31K
WIM
2019
Westside Investment Management
California
$30.5K -$903K -19,925 -97%
POIA
2020
Pin Oak Investment Advisors
Texas
$30K
DOA
2021
D'Orazio & Associates
Virginia
$30K
SFPG
2022
Stonebridge Financial Planning Group
Florida
$30K +$5.26K +17 +21%
JGIA
2023
Jackson Grant Investment Advisers
Connecticut
$29K
HWM
2024
HighMark Wealth Management
Minnesota
$29K
CWA
2025
Carolina Wealth Advisors
South Carolina
$29K +$598 +2 +2%