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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 %
DWA
2301
Dougherty Wealth Advisers
Minnesota
$18K
CPFP
2302
Clear Perspectives Financial Planning
Ohio
$18K
WFA
2303
West Financial Advisors
Iowa
$18K
TAM
2304
Tucker Asset Management
Colorado
$17.6K -$4.23K -12 -19%
LAM
2305
Lountzis Asset Management
Pennsylvania
$17.6K
HI
2306
Human Investing
Oregon
$17K -$4.7K -13 -22%
HL
2307
Harding Loevner
New Jersey
$17K +$17K +49 New
SA
2308
SRH Advisors
Kansas
$14K
APC
2309
Aspire Private Capital
North Carolina
$14K +$1.71K +5 +14%
MFT
2310
Moisand Fitzgerald Tamayo
Florida
$13K -$22K -61 -63%
CMBA
2311
C.M. Bidwell & Associates
Hawaii
$11K -$102K -277 -90%
SWM
2312
Selective Wealth Management
Virginia
$11K
FPW
2313
Flagship Private Wealth
Massachusetts
$10.1K
AW
2314
Avion Wealth
Texas
$10K
SMG
2315
Spectrum Management Group
Indiana
$9K
CWA
2316
Core Wealth Advisors
Florida
$8K
DWP
2317
Destiny Wealth Partners
Florida
$8K +$3K +9 +60%
GFPC
2318
Global Financial Private Client
Florida
$6.39K
MS
2319
Mizuho Securities
Japan
$6K -$2.67K -8 -31%
HI
2320
Hudock Inc
Pennsylvania
$6K
SFO
2321
Standard Family Office
South Dakota
$5K -$1.43K -4 -22%
BAMG
2322
Brand Asset Management Group
Missouri
$5K
JPLA
2323
Joseph P. Lucia & Associates
New York
$5K
TJHA
2324
Thomas J. Herzfeld Advisors
Florida
$4K
LIM
2325
Longfellow Investment Management
Massachusetts
$4K