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Costco

2,443 hedge funds and large institutions have $134B invested in Costco in 2021 Q3 according to their latest regulatory filings, with 173 funds opening new positions, 955 increasing their positions, 931 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,443
Holders Change
+67
Holders Change %
+2.82%
% of All Funds
42.9%
Holding in Top 10
152
Holding in Top 10 Change
+45
Holding in Top 10 Change %
+42.06%
% of All Funds
2.67%
New
173
Increased
955
Reduced
931
Closed
67
Calls
$3.75B
Puts
$4.22B
Net Calls
-$473M
Net Calls Change
-$752M
Name Holding Trade Value Shares
Change
Shares
Change %
PD
2251
Planning Directions
Pennsylvania
$217K +$217K +484 New
PVH
2252
Psagot Value Holdings
Israel
$216K -$3.5M -7,770 -94%
WAG
2253
Winthrop Advisory Group
Massachusetts
$215K -$45.9K -102 -18%
TC
2254
Truvestments Capital
Florida
$215K +$3.15K +7 +1%
BB
2255
Berkshire Bank
Massachusetts
$215K +$215K +478 New
SMC
2256
Smith, Moore & Co
Missouri
$215K +$215K +479 New
MCIA
2257
Mountain Capital Investment Advisors
Colorado
$213K -$125K -276 -37%
AIC
2258
Ayalon Insurance Company
Israel
$213K
BS
2259
Bessemer Securities
New York
$213K
RAM
2260
Riggs Asset Management
Pennsylvania
$213K
NDSI
2261
Newman Dignan & Sheerar Inc
Rhode Island
$213K +$213K +473 New
CWM
2262
Chesapeake Wealth Management
Virginia
$213K +$213K +474 New
PLFAM
2263
Pineno Levin & Ford Asset Management
Virginia
$213K +$213K +475 New
SFP
2264
Sandbox Financial Partners
Maryland
$210K +$210K +466 New
SIS
2265
Sound Income Strategies
Florida
$209K +$6.31K +14 +3%
LC
2266
Landaas & Company
Wisconsin
$209K +$209K +465 New
JLBC
2267
J.L. Bainbridge & Co
Florida
$209K +$209K +466 New
FWM
2268
Focused Wealth Management
New York
$208K
SHJ
2269
Sharkey, Howes & Javer
Colorado
$208K +$208K +462 New
ACP
2270
Aveo Capital Partners
Colorado
$208K +$208K +462 New
AWM
2271
Aevitas Wealth Management
Massachusetts
$205K +$205K +455 New
IA
2272
Inspire Advisors
Idaho
$205K +$205K +455 New
SCM
2273
Stonehearth Capital Management
Massachusetts
$205K +$205K +456 New
FF
2274
Friedenthal Financial
New Jersey
$205K +$205K +456 New
4WM
2275
4J Wealth Management
Virginia
$204K +$204K +453 New