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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 %
TVAMP
2101
Tennessee Valley Asset Management Partners
Tennessee
$226K -$5.65K -16 -2%
MIM
2102
Martin Investment Management
Florida
$226K
KWM
2103
Keebeck Wealth Management
Illinois
$226K
EW
2104
Evoke Wealth
California
$225K -$221K -626 -50%
UAS
2105
United Asset Strategies
New York
$225K -$45.9K -130 -17%
AC
2106
Alexandria Capital
Virginia
$224K +$4.93K +14 +2%
LWP
2107
Legacy Wealth Planning
Nevada
$224K +$224K +635 New
CWP
2108
Curated Wealth Partners
California
$223K -$73.6K -209 -25%
GKFF
2109
George Kaiser Family Foundation
Oklahoma
$223K
S
2110
Surevest
California
$222K -$34.6K -98 -13%
BDFN
2111
Bond & Devick Financial Network
Minnesota
$222K +$24.7K +70 +13%
CWM
2112
Cabot Wealth Management
Massachusetts
$222K +$222K +631 New
AF
2113
Alerus Financial
North Dakota
$221K
PCS
2114
Personal CFO Solutions
New Jersey
$221K +$221K +628 New
CPC
2115
Cookson Peirce & Co
Pennsylvania
$219K -$31.7M -89,904 -99%
HHRDM
2116
H&H Retirement Design & Management
Nevada
$219K +$219K +590 New
GWM
2117
Gitterman Wealth Management
New Jersey
$219K +$219K +622 New
SB
2118
Sunflower Bank
Texas
$218K +$30.6K +87 +16%
OPA
2119
Old Port Advisors
Maine
$218K +$218K +618 New
FCIM
2120
Fairview Capital Investment Management
California
$217K
SFFS
2121
Stonehage Fleming Financial Services
Jersey
$215K -$705K -2,000 -77%
WWA
2122
WC Walker & Associates
California
$215K
KIC
2123
Kensington Investment Counsel
California
$213K
HCP
2124
Holt Capital Partners
Texas
$212K
XF
2125
XML Financial
Maryland
$212K +$352 +1 +0.2%