COST icon

Costco

2,376 hedge funds and large institutions have $118B invested in Costco in 2021 Q2 according to their latest regulatory filings, with 157 funds opening new positions, 1,040 increasing their positions, 832 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,376
Holders Change
+36
Holders Change %
+1.54%
% of All Funds
41.48%
Holding in Top 10
107
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.88%
% of All Funds
1.87%
New
157
Increased
1,040
Reduced
832
Closed
89
Calls
$3.1B
Puts
$2.83B
Net Calls
+$280M
Net Calls Change
+$593M
Name Holding Trade Value Shares
Change
Shares
Change %
LOPW
2126
Live Oak Private Wealth
North Carolina
$231K +$231K +584 New
WAG
2127
Winthrop Advisory Group
Massachusetts
$230K -$56.7K -143 -20%
CRIG
2128
Charter Research & Investment Group
Connecticut
$230K
SWM
2129
Selective Wealth Management
Virginia
$230K +$217K +550 +1,719%
SFM
2130
Signet Financial Management
New Jersey
$230K +$230K +582 New
ANB
2131
Amarillo National Bank
Texas
$229K
BHB
2132
Bank Hapoalim BM
Israel
$229K +$229K +579 New
AAM
2133
Arabesque Asset Management
United Kingdom
$228K -$863K -2,183 -79%
TWM
2134
TMD Wealth Management
Arizona
$228K
IFO
2135
Independent Family Office
New York
$226K
GL
2136
Graypoint LLC
New York
$226K +$226K +571 New
1CP
2137
17 Capital Partners
Arizona
$226K +$226K +572 New
MCP
2138
Mirador Capital Partners
California
$225K -$443K -1,118 -66%
AFM
2139
Abbot Financial Management
Massachusetts
$225K -$2.38K -6 -1%
EIA
2140
Edgemoor Investment Advisors
Maryland
$224K +$224K +565 New
BFA
2141
Brendel Financial Advisors
New Hampshire
$224K +$224K +566 New
LWM
2142
Liberty Wealth Management
California
$223K +$21.4K +54 +11%
RSVP
2143
Ramsay Stattman Vela & Price
Colorado
$222K +$222K +560 New
AF
2144
Aldebaran Financial
$222K +$222K +561 New
UAS
2145
United Asset Strategies
New York
$221K -$31.7K -80 -13%
BDFN
2146
Bond & Devick Financial Network
Minnesota
$221K -$27.7K -70 -11%
CPC
2147
Cookson Peirce & Co
Pennsylvania
$220K -$25.7K -65 -10%
DA
2148
DSC Advisors
Illinois
$220K -$7.11K -18 -3%
GIA
2149
Granite Investment Advisors
New Hampshire
$220K +$220K +555 New
KPWG
2150
KFA Private Wealth Group
Virginia
$220K +$220K +555 New