COST icon

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 %
Baillie Gifford & Co
2326
Baillie Gifford & Co
United Kingdom
$31K +$31K +79 New
SJIM
2327
St. Johns Investment Management
Florida
$30K
FWM
2328
Filbrandt Wealth Management
Wisconsin
$30K
YAL
2329
Your Advocates Ltd
Texas
$29K
AIA
2330
Arcadia Investment Advisors
Idaho
$28.1K +$1.59K +30 +6%
FMP
2331
Financial Management Professionals
Texas
$28K +$5.06K +13 +22%
SC
2332
Steph & Co
Wisconsin
$25K
MAWCM
2333
Mine & Arao Wealth Creation & Management
California
$24K
EWM
2334
Edge Wealth Management
New York
$22K -$375K -938 -94%
CTB
2335
Country Trust Bank
Illinois
$22K
DWA
2336
Dougherty Wealth Advisers
Minnesota
$21K
IWP
2337
IAG Wealth Partners
Wisconsin
$21K
RFWA
2338
RPg Family Wealth Advisory
Massachusetts
$20.2K +$20.2K +51 New
FI
2339
FormulaFolio Investments
Michigan
$20K
CPFP
2340
Clear Perspectives Financial Planning
Ohio
$20K
TAM
2341
Tucker Asset Management
Colorado
$19.8K
HL
2342
Harding Loevner
New Jersey
$19K
LAM
2343
Lountzis Asset Management
Pennsylvania
$19K
GKIM
2344
GW&K Investment Management
Massachusetts
$17K +$17K +43 New
SA
2345
SRH Advisors
Kansas
$16K
APC
2346
Aspire Private Capital
North Carolina
$16K
JPLA
2347
Joseph P. Lucia & Associates
New York
$16K +$10K +25 +167%
MFT
2348
Moisand Fitzgerald Tamayo
Florida
$14K
H
2349
HoyleCohen
California
$12K -$108 -274 -0.9%
RG
2350
Retirement Group
California
$12K -$36.4K -94 -75%