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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 %
RA
2301
Resolute Advisors
California
$49K
POIA
2302
Pin Oak Investment Advisors
Texas
$49K
FWM
2303
FFT Wealth Management
Pennsylvania
$48K +$48K +121 New
ST
2304
Sageworth Trust
Pennsylvania
$46K -$46K -115 -50%
RCC
2305
Red Cedar Capital
Nebraska
$46K
CB
2306
Community Bank
New York
$46K
BDWM
2307
Brewin Dolphin Wealth Management
Ireland
$45.5K
IUHSA
2308
Itau Unibanco Holding S.A.
Brazil
$45K +$45K +113 New
JWBC
2309
John W. Brooker & Co
California
$44K
PMAS
2310
PNC Managed Account Solutions
Texas
$42K +$42K +105 New
BBL
2311
Beck Bode LLC
Massachusetts
$40K -$5.07M -12,668 -99%
DWMG
2312
DB Wealth Management Group
California
$40K
SFPG
2313
Stonebridge Financial Planning Group
Florida
$40K
WFA
2314
West Financial Advisors
Iowa
$40K +$20K +50 +100%
BA
2315
Bellwether Advisors
Nebraska
$39K
MFA
2316
McClarren Financial Advisors
Pennsylvania
$39K +$38.6K +100 +10,000%
TI
2317
tru Independence
Oregon
$38K -$911K -2,302 -96%
LFG
2318
Larson Financial Group
Missouri
$38K -$1.18K -3 -3%
FMTCOCP
2319
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$37K
DCM
2320
Disciplina Capital Management
Tennessee
$35.7K +$6.75K +17 +23%
EBSAM
2321
Eubel Brady & Suttman Asset Management
Ohio
$35K +$35K +100 New
COCM
2322
Charter Oak Capital Management
New Hampshire
$34K
GCM
2323
Gladius Capital Management
Illinois
$33K -$402K -1,010 -92%
CFN
2324
Cordasco Financial Network
Florida
$33K
CWM
2325
Cranbrook Wealth Management
Michigan
$32K -$2.34K -6 -7%