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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 %
MKC
2126
M. Kraus & Co
Vermont
$270K
MA
2127
Mezzasalma Advisors
New Jersey
$269K
PGAM
2128
Princeton Global Asset Management
New Jersey
$269K
AAM
2129
Arabesque Asset Management
United Kingdom
$269K +$9.45K +21 +4%
WWA
2130
WC Walker & Associates
California
$268K
LOPW
2131
Live Oak Private Wealth
North Carolina
$268K +$5.4K +12 +2%
GHAM
2132
Gilman Hill Asset Management
Connecticut
$267K -$31.5K -70 -11%
ERIM
2133
Eagle Ridge Investment Management
Connecticut
$267K
WI
2134
WrapManager Inc
California
$266K +$1.79K +4 +0.7%
AIA
2135
Arbor Investment Advisors
North Carolina
$265K +$450 +1 +0.2%
NAM
2136
NorthCoast Asset Management
Connecticut
$265K +$265K +588 New
TC
2137
Trust Company
Kansas
$264K -$33.3K -74 -11%
WSCM
2138
Wellington Shields Capital Management
New York
$263K
VWA
2139
Visionary Wealth Advisors
Illinois
$262K -$90.3K -201 -26%
TSWM
2140
Triangle Securities Wealth Management
North Carolina
$262K
1CP
2141
17 Capital Partners
Arizona
$262K +$4.5K +10 +2%
CRIG
2142
Charter Research & Investment Group
Connecticut
$261K
IF
2143
IRON Financial
Illinois
$260K -$406K -902 -61%
ANB
2144
Amarillo National Bank
Texas
$260K
BHB
2145
Bank Hapoalim BM
Israel
$259K -$898 -2 -0.3%
TWM
2146
TMD Wealth Management
Arizona
$259K
SFFS
2147
Stonehage Fleming Financial Services
Jersey
$258K -$15.7K -35 -6%
W
2148
Wealthquest
Ohio
$258K +$30.5K +68 +13%
IFO
2149
Independent Family Office
New York
$256K
MCP
2150
Mirador Capital Partners
California
$255K