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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 %
KFI
2276
Key Financial Inc
Pennsylvania
$69K +$7.33K +17 +12%
DI
2277
Disciplined Investments
Oklahoma
$68K +$27.8K +70 +69%
LWA
2278
Lowe Wealth Advisors
Maryland
$67K
APW
2279
Acima Private Wealth
Virginia
$67K
TFIPS
2280
Towarzystwo Funduszy Inwestycyjnych PZU SA
$63.3K
CWA
2281
Carolina Wealth Advisors
South Carolina
$63K
AIG
2282
American International Group
New York
$62.6K -$1.15K -2,905 -2%
RIM
2283
Rockbridge Investment Management
New York
$62K
CWM
2284
Cedar Wealth Management
California
$61K +$5.9K +15 +11%
DOA
2285
D'Orazio & Associates
Virginia
$60K
SSC
2286
Syverson Strege & Co
Iowa
$60K
PFA
2287
Professional Financial Advisors
Nebraska
$60K +$395 +1 +0.7%
VRM
2288
Vectors Research Management
New York
$59K -$31.5K -80 -35%
MAM
2289
Marquette Asset Management
Minnesota
$59K
PCA
2290
Providence Capital Advisors
North Carolina
$59K
IBOK
2291
Independence Bank of Kentucky
Kentucky
$59K +$3.93K +10 +7%
HGWM
2292
Harvest Group Wealth Management
Massachusetts
$59K +$59K +150 New
AFS
2293
Annapolis Financial Services
Maryland
$58K -$31.4K -79 -35%
IFAM
2294
Institutional & Family Asset Management
Colorado
$57K -$61.8K -156 -52%
Nisa Investment Advisors
2295
Nisa Investment Advisors
Missouri
$56.7K -$68 -173 -0.1%
AA
2296
Addison Advisors
Vermont
$55K +$55K +140 New
PCH
2297
PGIM Custom Harvest
New Jersey
$54K +$397 +1 +0.7%
PSB
2298
Piscataqua Savings Bank
New Hampshire
$53K -$2.39K -6 -4%
SL
2299
Savior LLC
Massachusetts
$51K -$19.5K -49 -28%
MUMSS
2300
Mitsubishi UFJ Morgan Stanley Securities
Japan
$51K +$51K +130 New