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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 %
SCA
2101
Stonebridge Capital Advisors
Minnesota
$283K -$292K -649 -51%
WCG
2102
Weaver Consulting Group
California
$283K +$2.7K +6 +1%
MFG
2103
Magnus Financial Group
New York
$283K +$8.97K +20 +3%
MFW
2104
Mosaic Family Wealth
Missouri
$280K -$18.4K -41 -6%
GWM
2105
Gitterman Wealth Management
New Jersey
$279K
FG
2106
Foster Group
Iowa
$279K +$7.65K +17 +3%
CCG
2107
Chatham Capital Group
Georgia
$278K
PFM
2108
Peak Financial Management
Massachusetts
$277K -$45K -100 -14%
SWAG
2109
Spectrum Wealth Advisory Group
California
$277K
OWA
2110
Octavia Wealth Advisors
Ohio
$276K -$4.53K -10 -2%
BFM
2111
Boothbay Fund Management
New York
$276K +$276K +614 New
HCM
2112
HMS Capital Management
Tennessee
$275K
BAM
2113
Baldrige Asset Management
Pennsylvania
$275K
PSF
2114
Pacific Sun Financial
California
$275K +$275K +613 New
BWM
2115
BCS Wealth Management
Tennessee
$274K -$6.75K -15 -2%
SWA
2116
Sutton Wealth Advisors
Florida
$273K +$1.35K +3 +0.5%
CCM
2117
Crabel Capital Management
California
$273K -$161K -359 -37%
JIR
2118
James Investment Research
Ohio
$273K -$90K -200 -25%
PHS
2119
Pekin Hardy Strauss
Illinois
$272K
FFG
2120
Frisch Financial Group
New York
$272K +$272K +605 New
MCA
2121
Magnolia Capital Advisors
Mississippi
$272K +$272K +605 New
KCM
2122
Kathmere Capital Management
Pennsylvania
$272K +$272K +606 New
KWM
2123
Keebeck Wealth Management
Illinois
$271K -$380K -846 -58%
HCP
2124
Holt Capital Partners
Texas
$271K
BIP
2125
Blueprint Investment Partners
North Carolina
$271K +$271K +602 New