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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 %
CCA
2251
Catalyst Capital Advisors
New York
$108K +$3.97K +10 +4%
SWA
2252
SOA Wealth Advisors
New York
$104K +$24K +61 +30%
FFA
2253
Freedman Financial Associates
Massachusetts
$101K
RCA
2254
Ranch Capital Advisors
Florida
$100K -$7.84K -20 -7%
AAP
2255
Arax Advisory Partners
Colorado
$100K +$100K +252 New
EAM
2256
Eukles Asset Management
Ohio
$93K +$93K +236 New
SOW
2257
State of Wyoming
Wyoming
$91K -$108K -273 -54%
CFFP
2258
Center for Financial Planning
Michigan
$91K
NR
2259
Newfound Research
Massachusetts
$89K +$31.1K +79 +54%
FA
2260
Financial Avengers
California
$88K
VNA
2261
Valley National Advisers
Pennsylvania
$84K
AS
2262
Altshuler Shaham
Israel
$83K -$27.9K -71 -25%
EARNEST Partners
2263
EARNEST Partners
Georgia
$80K
TF
2264
TimeScale Financial
Massachusetts
$79K -$17.9K -45 -18%
PFSC
2265
Peoples Financial Services Corp
Pennsylvania
$79K
IFA
2266
Interactive Financial Advisors
Illinois
$78K
WWM
2267
Wagner Wealth Management
South Carolina
$77K +$395 +1 +0.5%
IAS
2268
IMA Advisory Services
Colorado
$76K
JAM
2269
JCIC Asset Management
Ontario, Canada
$76K
APWA
2270
Atlas Private Wealth Advisors
New Jersey
$75K -$1.97K -5 -3%
SQA
2271
Simon Quick Advisors
New Jersey
$73K +$2.37K +6 +3%
CCC
2272
Crescent Capital Consulting
Louisiana
$72K -$6.8K -17 -9%
EIM
2273
Essex Investment Management
Massachusetts
$71K
GCM
2274
Gables Capital Management
Florida
$70K
WIM
2275
Westside Investment Management
California
$69.5K