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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 %
JWM
2001
Jeppson Wealth Management
California
$154K +$154K +435 New
BBA
2002
Braun-Bostich & Associates
Pennsylvania
$151K -$180K -506 -54%
PP
2003
PrairieView Partners
Minnesota
$149K +$354 +1 +0.2%
AS
2004
Altshuler Shaham
Israel
$147K -$33.3K -94 -18%
CHC
2005
City Holding Co
West Virginia
$147K
TAIM
2006
TD Ameritrade Investment Management
Nebraska
$143K -$2.48K -7 -2%
PGAM
2007
Princeton Global Asset Management
New Jersey
$141K -$69.4K -196 -33%
FWM
2008
Focused Wealth Management
New York
$138K +$138K +390 New
CAM
2009
Capco Asset Management
Florida
$135K
FP
2010
Financial Perspectives
Minnesota
$135K
RWG
2011
Regal Wealth Group
California
$133K
HWA
2012
HHM Wealth Advisors
Tennessee
$132K
JWA
2013
JFS Wealth Advisors
Pennsylvania
$129K
CIA
2014
Cascade Investment Advisors
Oregon
$126K -$5.33K -15 -4%
AAP
2015
Arax Advisory Partners
Colorado
$123K -$7.13K -20 -5%
LC
2016
Lindbrook Capital
California
$117K +$10.7K +30 +10%
TSW
2017
Thompson Siegel & Walmsley
Virginia
$116K -$196K -550 -63%
CCA
2018
Column Capital Advisors
Indiana
$115K +$354 +1 +0.3%
SQA
2019
Simon Quick Advisors
New Jersey
$114K -$58.6K -165 -34%
AFM
2020
Abbot Financial Management
Massachusetts
$113K +$6.06K +17 +6%
FFC
2021
First Financial Corp
Indiana
$112K
AA
2022
AlphaMark Advisors
Kentucky
$112K
PK
2023
Pflug Koory
Nebraska
$111K -$1.06K -3 -0.9%
MLFP
2024
MPS Loria Financial Planners
Illinois
$109K
PC
2025
Permanens Capital
New York
$106K