COST icon

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 %
CFN
2026
Cordasco Financial Network
Florida
$27K
YAL
2027
Your Advocates Ltd
Texas
$24K -$8.11K -25 -25%
CWM
2028
Cranbrook Wealth Management
Michigan
$24K
IBOK
2029
Independence Bank of Kentucky
Kentucky
$24K +$1.2K +4 +5%
LGWM
2030
Litman Gregory Wealth Management
California
$23K
TCCM
2031
Timber Creek Capital Management
Massachusetts
$22K -$22K -75 -50%
LWA
2032
Lowe Wealth Advisors
Maryland
$20K +$4.62K +15 +30%
CP
2033
Corbenic Partners
Pennsylvania
$19K
CAGAS
2034
Capital Advisory Group Advisory Services
Minnesota
$19K
BDWM
2035
Brewin Dolphin Wealth Management
Ireland
$18.2K +$18.2K +60 New
SC
2036
Steph & Co
Wisconsin
$18K -$1.5K -5 -8%
JAM
2037
JCIC Asset Management
Ontario, Canada
$18K
SSWG
2038
Seven Springs Wealth Group
Tennessee
$18K
1IA
2039
1834 Investment Advisors
Wisconsin
$17K
CTB
2040
Country Trust Bank
Illinois
$17K
MAWCM
2041
Mine & Arao Wealth Creation & Management
California
$16K -$23.1K -75 -59%
DWA
2042
Dougherty Wealth Advisers
Minnesota
$16K
LAM
2043
Lountzis Asset Management
Pennsylvania
$15K +$15K +50 New
HFS
2044
HBC Financial Services
Washington
$14K
FCH
2045
Freestone Capital Holdings
Washington
$12.7K -$433 -1,429 -3%
CH
2046
Canton Hathaway
Rhode Island
$12K
SA
2047
SRH Advisors
Kansas
$12K
PW
2048
Price Wealth
Texas
$12K +$10.7K +34 +850%
SWM
2049
Selective Wealth Management
Virginia
$10K
VEA
2050
Virtus ETF Advisers
New York
$10K