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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 %
MAM
2176
McCarthy Asset Management
California
$148K
CHC
2177
City Holding Co
West Virginia
$146K
HWM
2178
HighMark Wealth Management
Minnesota
$142K +$108K +307 +323%
AIL
2179
AGF Investments LLC
Ontario, Canada
$141K +$53.8K +153 +62%
ACM
2180
Adalta Capital Management
New York
$141K +$141K +400 New
CAM
2181
Capco Asset Management
Florida
$134K
ITFISA
2182
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$133K +$133K +377 New
HWA
2183
HHM Wealth Advisors
Tennessee
$131K
JGIA
2184
Jackson Grant Investment Advisers
Connecticut
$131K +$11.3K +32 +9%
LC
2185
Lindbrook Capital
California
$131K +$11.7K +33 +10%
CWP
2186
Concord Wealth Partners
Virginia
$130K +$37.2K +106 +40%
AWM
2187
Activest Wealth Management
Florida
$129K +$129K +366 New
RWG
2188
Regal Wealth Group
California
$126K -$5.97K -17 -5%
PWM
2189
Prentice Wealth Management
New York
$124K +$124K +351 New
TC
2190
Tacita Capital
Ontario, Canada
$122K
CIA
2191
Cascade Investment Advisors
Oregon
$120K -$5.29K -15 -4%
MLFP
2192
MPS Loria Financial Planners
Illinois
$119K
MA
2193
MCF Advisors
Kentucky
$118K +$109K +310 +1,240%
CCA
2194
Column Capital Advisors
Indiana
$115K
FFC
2195
First Financial Corp
Indiana
$111K
AA
2196
AlphaMark Advisors
Kentucky
$111K
JWA
2197
JFS Wealth Advisors
Pennsylvania
$110K -$20.7K -59 -16%
TCWM
2198
Total Clarity Wealth Management
Illinois
$107K +$107K +303 New
IFAM
2199
Institutional & Family Asset Management
Colorado
$106K -$110K -310 -51%
CMA
2200
Cedar Mountain Advisors
Oregon
$103K