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Costco

2,340 hedge funds and large institutions have $104B invested in Costco in 2021 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 1,117 increasing their positions, 783 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,340
Holders Change
Holders Change %
0%
% of All Funds
41.2%
Holding in Top 10
103
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-13.45%
% of All Funds
1.81%
New
157
Increased
1,117
Reduced
783
Closed
128
Calls
$3.22B
Puts
$3.54B
Net Calls
-$314M
Net Calls Change
+$201M
Name Holding Trade Value Shares
Change
Shares
Change %
BIM
2026
Barton Investment Management
Pennsylvania
$264K
ACM
2027
AUA Capital Management
Pennsylvania
$264K
TIM
2028
Thompson Investment Management
Wisconsin
$263K
WWP
2029
Waypoint Wealth Partners
California
$263K +$9.51K +27 +4%
GHAM
2030
Gilman Hill Asset Management
Connecticut
$263K +$27.5K +78 +12%
KOMWMG
2031
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$262K -$13.7K -39 -5%
NAG
2032
Northstar Advisory Group
New Jersey
$262K -$2.82K -8 -1%
PP
2033
PDS Planning
Ohio
$262K -$1.41K -4 -0.5%
LDB
2034
Lee, Danner & Bass
Tennessee
$262K
SHWM
2035
Silicon Hills Wealth Management
Texas
$262K +$33.5K +95 +15%
FPCG
2036
Fort Pitt Capital Group
Pennsylvania
$262K +$72.3K +205 +38%
GDP
2037
Great Diamond Partners
Maine
$260K -$81.9K -233 -24%
TI
2038
Truepoint Inc
Ohio
$259K
TA
2039
Trellis Advisors
Washington
$259K +$1.06K +3 +0.4%
AHB
2040
Abner Herrman & Brock
New Jersey
$258K -$4.58K -13 -2%
HG
2041
Harbor Group
New Hampshire
$258K +$22.3K +60 +9%
LFA
2042
Legacy Financial Advisors
Kentucky
$258K +$27.1K +77 +12%
SEIA
2043
Signature Estate & Investment Advisors
California
$256K +$40.1K +114 +19%
AWP
2044
Abacus Wealth Partners
California
$255K +$352 +1 +0.1%
PP
2045
Pegasus Partners
Wisconsin
$255K -$119K -336 -32%
WAG
2046
Winthrop Advisory Group
Massachusetts
$255K +$33.9K +96 +15%
HFA
2047
Hoover Financial Advisors
Pennsylvania
$255K +$43.6K +115 +21%
PFM
2048
Peak Financial Management
Massachusetts
$253K
WC
2049
Weil Company
California
$253K
FBA
2050
Front Barnett Associates
Illinois
$250K