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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 %
LFG
2276
Larson Financial Group
Missouri
$35K -$24.2K -69 -41%
SFPG
2277
Stonebridge Financial Planning Group
Florida
$35K
KFP
2278
KB Financial Partners
New Jersey
$35K +$35K +98 New
BA
2279
Bellwether Advisors
Nebraska
$34K
FMTCOCP
2280
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$33K -$5.97K -17 -15%
CWM
2281
Cranbrook Wealth Management
Michigan
$31K +$2.47K +7 +9%
COCM
2282
Charter Oak Capital Management
New Hampshire
$30K
CFN
2283
Cordasco Financial Network
Florida
$30K +$30K +84 New
SJIM
2284
St. Johns Investment Management
Florida
$27K +$27K +76 New
LGWM
2285
Litman Gregory Wealth Management
California
$26K
YAL
2286
Your Advocates Ltd
Texas
$26K
FWM
2287
Filbrandt Wealth Management
Wisconsin
$26K
AIA
2288
Arcadia Investment Advisors
Idaho
$25.9K +$25.6K +495 +9,900%
DCM
2289
Disciplina Capital Management
Tennessee
$25.8K +$9.54K +27 +59%
RA
2290
Resolute Advisors
California
$25K +$22.6K +112 +933%
CAGAS
2291
Capital Advisory Group Advisory Services
Minnesota
$22K
SC
2292
Steph & Co
Wisconsin
$22K +$1.05K +3 +5%
FMP
2293
Financial Management Professionals
Texas
$21K -$59.1K -166 -74%
MAWCM
2294
Mine & Arao Wealth Creation & Management
California
$21K
SSWG
2295
Seven Springs Wealth Group
Tennessee
$21K
FI
2296
FormulaFolio Investments
Michigan
$19K -$3.19M -8,401 -99%
M1FG
2297
Mach-1 Financial Group
Arkansas
$19K -$1.1M -3,170 -98%
IWP
2298
IAG Wealth Partners
Wisconsin
$19K
CL
2299
COWA LLC
Oklahoma
$19K
CTB
2300
Country Trust Bank
Illinois
$19K