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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 %
CAL
2276
Capital Advisors Ltd
Ohio
$203K
IP
2277
Isthmus Partners
Wisconsin
$203K
BCM
2278
Bourgeon Capital Management
Connecticut
$202K
WLPWM
2279
Walled Lake Planning & Wealth Management
Illinois
$202K +$75.1K +167 +59%
OBWG
2280
Onyx Bridge Wealth Group
New York
$202K +$202K +437 New
EGA
2281
E&G Advisors
Texas
$202K +$202K +450 New
CWA
2282
Centennial Wealth Advisory
Michigan
$202K +$202K +450 New
WP
2283
WealthShield Partners
North Carolina
$201K -$76.1K -170 -27%
AWM
2284
Accel Wealth Management
Iowa
$201K -$11.3K -25 -5%
SFG
2285
Snider Financial Group
Washington
$201K +$201K +409 New
MS
2286
Mizuho Securities
Japan
$201K +$192K +429 +2,258%
SGCA
2287
Steel Grove Capital Advisors
Tennessee
$201K +$201K +448 New
FCMT
2288
Founders Capital Management (Texas)
Texas
$200K
CCM
2289
Cribstone Capital Management
Maine
$199K -$755K -1,680 -79%
BWM
2290
Baystate Wealth Management
Massachusetts
$195K -$8.09K -18 -4%
FFA
2291
Freedman Financial Associates
Massachusetts
$193K +$78.3K +174 +68%
PP
2292
PrairieView Partners
Minnesota
$190K +$449 +1 +0.2%
CHC
2293
City Holding Co
West Virginia
$186K
LC
2294
Lindbrook Capital
California
$182K +$4.49K +10 +3%
ACM
2295
Adalta Capital Management
New York
$180K
HWM
2296
HighMark Wealth Management
Minnesota
$178K
JGIA
2297
Jackson Grant Investment Advisers
Connecticut
$169K
AIL
2298
AGF Investments LLC
Ontario, Canada
$168K -$11.3K -25 -6%
HWA
2299
HHM Wealth Advisors
Tennessee
$167K
NIM
2300
NuWave Investment Management
New Jersey
$164K +$164K +364 New