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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 %
TCWM
2301
Total Clarity Wealth Management
Illinois
$162K +$162K +361 New
PWM
2302
Prentice Wealth Management
New York
$159K +$14.4K +32 +10%
MAM
2303
McCarthy Asset Management
California
$155K -$34.2K -76 -18%
TC
2304
Tacita Capital
Ontario, Canada
$155K
DOA
2305
D'Orazio & Associates
Virginia
$155K +$87K +193 +128%
TG
2306
TCW Group
California
$153K -$1.5K -3,329 -1%
CA
2307
Crewe Advisors
Utah
$153K -$183K -408 -54%
CMBA
2308
C.M. Bidwell & Associates
Hawaii
$153K +$140K +311 +1,037%
CIA
2309
Cascade Investment Advisors
Oregon
$153K
IWA
2310
IBEX Wealth Advisors
New Jersey
$150K +$150K +334 New
SC
2311
Sierra Capital
Florida
$147K
CCA
2312
Column Capital Advisors
Indiana
$146K -$451 -1 -0.3%
TAIM
2313
TD Ameritrade Investment Management
Nebraska
$143K -$43.3K -122 -23%
AP
2314
Arlington Partners
Alabama
$143K +$143K +319 New
LJHT
2315
Laurie J. Hall Trustee
$142K -$258K -575 -64%
AA
2316
AlphaMark Advisors
Kentucky
$142K
FFC
2317
First Financial Corp
Indiana
$142K
AAP
2318
Arax Advisory Partners
Colorado
$139K +$25.6K +57 +23%
VCM
2319
Versant Capital Management
Arizona
$138K -$8.99K -20 -6%
KIG
2320
Kowal Investment Group
Wisconsin
$138K +$138K +306 New
PCA
2321
Providence Capital Advisors
North Carolina
$135K +$67.7K +151 +101%
SJIM
2322
St. Johns Investment Management
Florida
$135K +$101K +224 +295%
NC
2323
NewSquare Capital
Pennsylvania
$135K +$135K +300 New
CMA
2324
Cedar Mountain Advisors
Oregon
$131K
PK
2325
Pflug Koory
Nebraska
$128K