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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 %
SWA
2226
SOA Wealth Advisors
New York
$71K +$350 +1 +0.5%
PFSC
2227
Peoples Financial Services Corp
Pennsylvania
$70K
CCC
2228
Crescent Capital Consulting
Louisiana
$70K +$6.04K +17 +9%
PSIWM
2229
Paradigm Strategies in Wealth Management
Minnesota
$70K +$70K +200 New
APWA
2230
Atlas Private Wealth Advisors
New Jersey
$69K -$2.83K -8 -4%
IFA
2231
Interactive Financial Advisors
Illinois
$69K
IAS
2232
IMA Advisory Services
Colorado
$68K
SWG
2233
Summit Wealth Group
Vermont
$68K +$68K +194 New
WWM
2234
Wagner Wealth Management
South Carolina
$68K +$68K +194 New
EIM
2235
Essex Investment Management
Massachusetts
$63K
SQA
2236
Simon Quick Advisors
New Jersey
$63K
GCM
2237
Gables Capital Management
Florida
$62K
SL
2238
Savior LLC
Massachusetts
$62K
VCM
2239
Versant Capital Management
Arizona
$62K +$36.1K +102 +140%
WIM
2240
Westside Investment Management
California
$61.9K +$5.82K +75 +10%
LWA
2241
Lowe Wealth Advisors
Maryland
$60K
APW
2242
Acima Private Wealth
Virginia
$60K
MWP
2243
Meridian Wealth Partners
Pennsylvania
$60K +$16.9K +48 +39%
AIG
2244
American International Group
New York
$56.8K -$1.6K -4,551 -3%
TFIPS
2245
Towarzystwo Funduszy Inwestycyjnych PZU SA
$56.4K
CWA
2246
Carolina Wealth Advisors
South Carolina
$56K
RIM
2247
Rockbridge Investment Management
New York
$55K
JAM
2248
JCIC Asset Management
Ontario, Canada
$55K
SSC
2249
Syverson Strege & Co
Iowa
$54K
RFMS
2250
RWQ Financial Management Services
Florida
$53K -$177K -500 -77%