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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 %
CMA
2026
Cedar Mountain Advisors
Oregon
$103K
AA
2027
Advisory Alpha
Michigan
$103K +$103K +285 New
PG
2028
Proffitt & Goodson
Tennessee
$98K
RCA
2029
Ranch Capital Advisors
Florida
$97K -$44.1K -125 -31%
SLF
2030
Sun Life Financial
Ontario, Canada
$94K
CFG
2031
Capstone Financial Group
Oklahoma
$94K +$22.6K +63 +32%
APWM
2032
Atlas Private Wealth Management
New York
$92K -$8.2K -23 -8%
AIL
2033
AGF Investments LLC
Ontario, Canada
$91K -$1.06M -2,996 -92%
VRM
2034
Vectors Research Management
New York
$91K
IF
2035
Ironwood Financial
Arizona
$90K
KCM
2036
Kathmere Capital Management
Pennsylvania
$89K +$89K +250 New
KFS
2037
Kelly Financial Services
Massachusetts
$86.2K +$355 +1 +0.4%
APW
2038
Acima Private Wealth
Virginia
$83K
AP
2039
Arlington Partners
Alabama
$83K
CFFP
2040
Center for Financial Planning
Michigan
$82K
HIM
2041
Hillsdale Investment Management
Ontario, Canada
$81K
ARMC
2042
American Research & Management Company
Massachusetts
$80K +$30.2K +85 +61%
CAM
2043
Close Asset Management
United Kingdom
$78K
FMP
2044
Financial Management Professionals
Texas
$78K +$1.06K +3 +1%
CB
2045
Community Bank
New York
$77K -$107K -298 -58%
VNA
2046
Valley National Advisers
Pennsylvania
$76K
TFGT
2047
TS Financial Group (TSFG)
Illinois
$75K
IAS
2048
IMA Advisory Services
Colorado
$72K -$31.6K -89 -30%
PFSC
2049
Peoples Financial Services Corp
Pennsylvania
$71K
EARNEST Partners
2050
EARNEST Partners
Georgia
$71K