COST icon

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 %
TCWA
2076
Ten Capital Wealth Advisors
Washington
$297K -$756K -1,684 -72%
PA
2077
Parkside Advisors
California
$297K
ACM
2078
AlphaStar Capital Management
North Carolina
$297K +$297K +623 New
NL
2079
Navalign LLC
California
$295K +$3.14K +7 +1%
VFP
2080
Verus Financial Partners
Virginia
$294K
LWP
2081
Legacy Wealth Planning
Nevada
$294K
DIA
2082
Davidson Investment Advisors
Montana
$294K
EBA
2083
Eagle Bay Advisors
New York
$294K +$115K +257 +64%
FP
2084
Financial Perspectives
Minnesota
$292K -$6.74K -15 -2%
CAGAS
2085
Capital Advisory Group Advisory Services
Minnesota
$292K -$3.59K -8 -1%
VST
2086
Van Strum & Towne
California
$292K
EWM
2087
Elite Wealth Management
Washington
$292K +$22.9K +51 +9%
SICM
2088
Sustainable Insight Capital Management
New York
$290K +$16.2K +36 +6%
LDB
2089
Lee, Danner & Bass
Tennessee
$289K -$44.9K -100 -13%
MIM
2090
Martin Investment Management
Florida
$288K
CA
2091
Callahan Advisors
Texas
$288K +$4.5K +10 +2%
GL
2092
Graypoint LLC
New York
$287K +$30.5K +68 +12%
MAM
2093
Magellan Asset Management
Australia
$284K -$48.5K -108 -15%
EW
2094
Evoke Wealth
California
$284K -$10.8K -24 -4%
CWM
2095
Cabot Wealth Management
Massachusetts
$284K
CWP
2096
Curated Wealth Partners
California
$284K
GKFF
2097
George Kaiser Family Foundation
Oklahoma
$284K
S
2098
Surevest
California
$284K +$899 +2 +0.3%
JWM
2099
Janiczek Wealth Management
Colorado
$284K +$15.3K +34 +6%
G
2100
GenTrust
Florida
$284K +$46.7K +104 +20%