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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 %
BFWA
2001
Benchmark Financial Wealth Advisors
Florida
$360K +$49.9K +111 +16%
PCS
2002
Personal CFO Solutions
New Jersey
$359K +$53.5K +119 +18%
WJA
2003
Willis Johnson & Associates
Texas
$356K +$2.7K +6 +0.8%
CIM
2004
Confluence Investment Management
Missouri
$354K -$9.88K -22 -3%
AI
2005
ArchPoint Investors
Florida
$354K +$354K +788 New
PCFFS
2006
Pacific Center for Financial Services
California
$352K
IWN
2007
Independent Wealth Network
Iowa
$352K +$352K +700 New
NAS
2008
Nicolet Advisory Services
Wisconsin
$351K +$351K +779 New
HWMA
2009
Heritage Wealth Management (Arizona)
Arizona
$349K -$16.6K -37 -5%
PAM
2010
Palisade Asset Management
Minnesota
$344K
LSWM
2011
Lorne Steinberg Wealth Management
Canada
$343K -$4.48K -10 -1%
KA
2012
KLCM Advisors
Wisconsin
$343K +$31.4K +70 +10%
AC
2013
Alexandria Capital
Virginia
$342K +$55.8K +124 +19%
EE
2014
EWG Elevate
California
$341K -$22K -49 -6%
LFA
2015
Legacy Financial Advisors
Kentucky
$341K +$37.7K +84 +12%
LJAC
2016
L.J. Altfest & Co
New York
$340K +$450 +1 +0.1%
NAM
2017
NTV Asset Management
West Virginia
$337K
BIM
2018
Barton Investment Management
Pennsylvania
$337K
ACM
2019
AUA Capital Management
Pennsylvania
$337K
SNB
2020
Security National Bank
Nebraska
$337K +$44.9K +100 +15%
YIH
2021
Y-Intercept (HK)
Hong Kong
$337K +$337K +749 New
TIM
2022
Thompson Investment Management
Wisconsin
$336K
SW
2023
SkyOak Wealth
Michigan
$335K
FP
2024
Foundry Partners
Minnesota
$335K +$23.4K +52 +8%
SHWM
2025
Silicon Hills Wealth Management
Texas
$334K