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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 %
RCA
2051
Rex Capital Advisors
Rhode Island
$315K
LA
2052
LexAurum Advisors
Kansas
$315K +$28.8K +64 +10%
LWM
2053
Liberty Wealth Management
California
$315K +$60.5K +134 +24%
ODIJL
2054
One Day In July LLC
Vermont
$314K +$38.2K +85 +14%
SAM
2055
Secure Asset Management
Michigan
$314K +$314K +699 New
NB
2056
Northwest Bancshares
Pennsylvania
$313K
QP
2057
Quilter Plc
United Kingdom
$312K +$4.49K +10 +1%
AWP
2058
Abacus Wealth Partners
California
$312K -$11.2K -25 -3%
AHB
2059
Abner Herrman & Brock
New Jersey
$311K -$29.7K -66 -9%
NA
2060
Navellier & Associates
Nevada
$311K +$311K +692 New
RBFC
2061
Roman Butler Fullerton & Co
Missouri
$310K
AP
2062
Adero Partners
California
$310K +$16.6K +37 +6%
AWG
2063
Altus Wealth Group
Colorado
$310K +$35.5K +79 +13%
MHR
2064
Matthew Hamilton Rosenberg
$307K +$79.6K +177 +35%
LRIC
2065
Long Road Investment Counsel
Michigan
$306K
EIA
2066
Eldridge Investment Advisors
New Hampshire
$306K
TW
2067
Towerpoint Wealth
California
$304K -$3.14K -7 -1%
MCA
2068
Mercer Capital Advisers
New Jersey
$303K
PSP
2069
Principal Street Partners
Tennessee
$302K +$54K +120 +22%
HHAM
2070
HITE Hedge Asset Management
Massachusetts
$301K
DLG
2071
Daniel L. Goodwin
$301K +$301K +680 New
CAAS
2072
Capital Asset Advisory Services
Michigan
$299K -$63.8K -142 -18%
HCM
2073
Hutchinson Capital Management
California
$299K
FM
2074
Foster & Motley
Ohio
$298K -$13.9K -31 -4%
MLL
2075
Moody Lynn & Lieberson
Massachusetts
$298K +$63.4K +141 +27%