COST icon

Costco

2,340 hedge funds and large institutions have $114B invested in Costco in 2020 Q4 according to their latest regulatory filings, with 303 funds opening new positions, 993 increasing their positions, 784 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,340
Holders Change
+191
Holders Change %
+8.89%
% of All Funds
41.52%
Holding in Top 10
119
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-6.3%
% of All Funds
2.11%
New
303
Increased
993
Reduced
784
Closed
83
Calls
$3.15B
Puts
$3.66B
Net Calls
-$515M
Net Calls Change
-$465M
Name Holding Trade Value Shares
Change
Shares
Change %
DCM
2301
Disciplina Capital Management
Tennessee
$17.3K +$17.3K +46 New
CH
2302
Canton Hathaway
Rhode Island
$15K
SA
2303
SRH Advisors
Kansas
$15K
APC
2304
Aspire Private Capital
North Carolina
$14K
SWM
2305
Selective Wealth Management
Virginia
$12K
AW
2306
Avion Wealth
Texas
$10K
SMG
2307
Spectrum Management Group
Indiana
$10K
MS
2308
Mizuho Securities
Japan
$10K +$10K +26 New
FPW
2309
Flagship Private Wealth
Massachusetts
$9.98K +$9.98K +28 New
CWA
2310
Core Wealth Advisors
Florida
$9K -$2.63K -7 -23%
MA
2311
MCF Advisors
Kentucky
$9K
CA
2312
Centerpoint Advisors
Massachusetts
$9K +$9K +25 New
FA
2313
Fortis Advisors
Pennsylvania
$8K +$8K +20 New
BSG
2314
Black Swift Group
Colorado
$8K +$8K +21 New
HI
2315
Hudock Inc
Pennsylvania
$7K +$3.68K +10 +111%
RF
2316
Robbins Farley
New Hampshire
$7K +$7K +18 New
SFO
2317
Standard Family Office
South Dakota
$7K +$7K +18 New
GFPC
2318
Global Financial Private Client
Florida
$6.78K +$1.88K +5 +38%
BAMG
2319
Brand Asset Management Group
Missouri
$6K
JPLA
2320
Joseph P. Lucia & Associates
New York
$6K +$6K +15 New
DWP
2321
Destiny Wealth Partners
Florida
$6K +$6K +15 New
TVWM
2322
Tower View Wealth Management
Wisconsin
$5K
LIM
2323
Longfellow Investment Management
Massachusetts
$5K +$5K +11 New
RA
2324
Resolute Advisors
California
$5K +$5K +12 New
TJHA
2325
Thomas J. Herzfeld Advisors
Florida
$4K