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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 %
MFT
2076
Moisand Fitzgerald Tamayo
Florida
$49K +$7.87K +22 +19%
SFG
2077
Sowa Financial Group
Rhode Island
$48K
AWM
2078
Adams Wealth Management
Utah
$47K +$47K +133 New
1IA
2079
1834 Investment Advisors
Wisconsin
$45K +$24.8K +70 +123%
ETI
2080
Enterprise Trust & Investment
California
$44K
MWP
2081
Meridian Wealth Partners
Pennsylvania
$43K +$3.53K +10 +9%
LWS
2082
Lucia Wealth Services
California
$42K -$19.4K -55 -32%
RCC
2083
Red Cedar Capital
Nebraska
$41K
FMTCOCP
2084
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$39K
JWBC
2085
John W. Brooker & Co
California
$39K
HCA
2086
Horan Capital Advisors
Ohio
$39K +$39K +110 New
AWM
2087
Avondale Wealth Management
Texas
$37K
SFPG
2088
Stonebridge Financial Planning Group
Florida
$37K
DI
2089
Disciplined Investments
Oklahoma
$36K -$4.68K -13 -12%
VCM
2090
Versant Capital Management
Arizona
$36K
DOA
2091
D'Orazio & Associates
Virginia
$36K
POIA
2092
Pin Oak Investment Advisors
Texas
$36K
BBL
2093
Beck Bode LLC
Massachusetts
$36K +$36K +100 New
WIM
2094
Westside Investment Management
California
$35.7K
ST
2095
Sageworth Trust
Pennsylvania
$35K -$2.1K -6 -6%
JGIA
2096
Jackson Grant Investment Advisers
Connecticut
$33K
HWM
2097
HighMark Wealth Management
Minnesota
$33K
HI
2098
Human Investing
Oregon
$31K -$7.84K -22 -20%
CFN
2099
Cordasco Financial Network
Florida
$30K -$2.14K -6 -7%
CWM
2100
Cranbrook Wealth Management
Michigan
$29K +$358 +1 +1%