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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 %
ITFISA
2226
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$149K
JGIA
2227
Jackson Grant Investment Advisers
Connecticut
$149K +$2.37K +6 +2%
HWA
2228
HHM Wealth Advisors
Tennessee
$147K -$395 -1 -0.3%
CWP
2229
Concord Wealth Partners
Virginia
$147K +$396 +1 +0.3%
NICM
2230
Neo Ivy Capital Management
New York
$147K +$147K +371 New
LS
2231
Leelyn Smith
Illinois
$139K -$29.3K -74 -17%
TC
2232
Tacita Capital
Ontario, Canada
$137K
CIA
2233
Cascade Investment Advisors
Oregon
$135K
AWM
2234
Activest Wealth Management
Florida
$131K -$13.4K -34 -9%
CCA
2235
Column Capital Advisors
Indiana
$129K
HIM
2236
Hillsdale Investment Management
Ontario, Canada
$129K +$17.9K +45 +16%
SC
2237
Sierra Capital
Florida
$129K +$41K +104 +47%
VCM
2238
Versant Capital Management
Arizona
$129K +$60K +152 +87%
CP
2239
Castleview Partners
Texas
$129K +$129K +325 New
PWM
2240
Prentice Wealth Management
New York
$127K -$11.4K -29 -8%
FFC
2241
First Financial Corp
Indiana
$125K
AA
2242
AlphaMark Advisors
Kentucky
$125K
JWA
2243
JFS Wealth Advisors
Pennsylvania
$124K
CMA
2244
Cedar Mountain Advisors
Oregon
$115K
WA
2245
Wealth Advisors
California
$114K +$114K +270 New
PK
2246
Pflug Koory
Nebraska
$112K
WLPWM
2247
Walled Lake Planning & Wealth Management
Illinois
$112K
TLFA
2248
True Link Financial Advisors
California
$112K +$12.7K +32 +13%
TSW
2249
Thompson Siegel & Walmsley
Virginia
$109K -$4.34K -11 -4%
PG
2250
Proffitt & Goodson
Tennessee
$109K