COST icon

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 %
ABTD
2076
Arvest Bank Trust Division
Oklahoma
$238K +$42.4K +120 +22%
TC
2077
Truvestments Capital
Florida
$236K +$50.4K +143 +27%
HHAM
2078
HITE Hedge Asset Management
Massachusetts
$236K +$236K +670 New
CA
2079
Callahan Advisors
Texas
$235K +$235K +667 New
DMC
2080
Drexel Morgan & Co
Pennsylvania
$234K
CAM
2081
CenterStar Asset Management
Illinois
$234K -$365K
MFW
2082
Mosaic Family Wealth
Missouri
$234K +$15.9K +45 +7%
TC
2083
Trust Company
Kansas
$233K -$179K -508 -43%
FCCM
2084
First City Capital Management
Georgia
$233K +$1.12K +3 +0.5%
PA
2085
Parkside Advisors
California
$233K +$24.6K +70 +12%
TTWM
2086
TCV Trust & Wealth Management
Virginia
$233K +$233K +663 New
RCG
2087
Rock Creek Group
District of Columbia
$232K -$151K -427 -39%
UWM
2088
USAdvisors Wealth Management
Minnesota
$232K +$232K +658 New
PG
2089
Prostatis Group
Maryland
$231K +$231K +656 New
LF
2090
Lee Financial
Texas
$231K
DIA
2091
Davidson Investment Advisors
Montana
$231K +$21.5K +61 +10%
OCM
2092
One Capital Management
California
$230K -$33.1K -94 -13%
CHA
2093
Cooper/Haims Advisors
New York
$229K -$88.1K -250 -28%
VST
2094
Van Strum & Towne
California
$229K
VFP
2095
Verus Financial Partners
Virginia
$229K
AWG
2096
Altus Wealth Group
Colorado
$229K +$37.5K +100 +20%
NL
2097
Navalign LLC
California
$229K +$229K +649 New
SCA
2098
Stonebridge Capital Advisors
Minnesota
$229K +$229K +651 New
HCM
2099
Hutchinson Capital Management
California
$227K -$349K -993 -61%
CYG
2100
Clean Yield Group
Vermont
$226K -$26.4K -75 -10%