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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 %
PCA
2251
Providence Capital Advisors
North Carolina
$53K -$16.6K -47 -24%
FFW
2252
Fusion Family Wealth
New York
$53K
MAM
2253
Marquette Asset Management
Minnesota
$53K
PFA
2254
Professional Financial Advisors
Nebraska
$53K
DOA
2255
D'Orazio & Associates
Virginia
$53K +$17.9K +51 +51%
NR
2256
Newfound Research
Massachusetts
$52K -$63K -178 -55%
AA
2257
AlphaCentric Advisors
Puerto Rico
$51K -$352 -1 -0.7%
Nisa Investment Advisors
2258
Nisa Investment Advisors
Missouri
$50.6K -$4.71K -13,350 -9%
KFI
2259
Key Financial Inc
Pennsylvania
$50K +$11.5K +33 +30%
CWM
2260
Cedar Wealth Management
California
$49K
IBOK
2261
Independence Bank of Kentucky
Kentucky
$49K +$21K +60 +75%
PSB
2262
Piscataqua Savings Bank
New Hampshire
$49K +$49K +139 New
APWM
2263
Atlas Private Wealth Management
New York
$48K -$42.4K -121 -47%
PCH
2264
PGIM Custom Harvest
New Jersey
$48K
RG
2265
Retirement Group
California
$44K -$6.69K -19 -13%
ETI
2266
Enterprise Trust & Investment
California
$44K
POIA
2267
Pin Oak Investment Advisors
Texas
$44K
WCM
2268
Wealthcare Capital Management
Virginia
$43K +$43K +123 New
CB
2269
Community Bank
New York
$41K -$30.3K -85 -43%
RCC
2270
Red Cedar Capital
Nebraska
$41K
BDWM
2271
Brewin Dolphin Wealth Management
Ireland
$40.5K +$40.5K +115 New
JWBC
2272
John W. Brooker & Co
California
$39K
SFMG
2273
Sage Financial Management Group
Virginia
$38K +$38K +108 New
DWMG
2274
DB Wealth Management Group
California
$36K
DI
2275
Disciplined Investments
Oklahoma
$36K +$356 +1 +1%