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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 %
TLFA
2326
True Link Financial Advisors
California
$127K
SWA
2327
SOA Wealth Advisors
New York
$127K +$8.94K +20 +8%
AWM
2328
Activest Wealth Management
Florida
$126K -$23.4K -52 -16%
TSW
2329
Thompson Siegel & Walmsley
Virginia
$124K
PG
2330
Proffitt & Goodson
Tennessee
$123K -$898 -2 -0.7%
LS
2331
Leelyn Smith
Illinois
$120K -$38.3K -85 -24%
CCA
2332
Catalyst Capital Advisors
New York
$119K -$3.14K -7 -3%
WA
2333
Wealth Advisors
California
$119K
VNA
2334
Valley National Advisers
Pennsylvania
$118K +$22.4K +50 +23%
RCA
2335
Ranch Capital Advisors
Florida
$115K
KFS
2336
Kelly Financial Services
Massachusetts
$110K -$43.2M -96,093 -100%
CWP
2337
Concord Wealth Partners
Virginia
$106K -$59.9K -134 -36%
CB
2338
Community Bank
New York
$106K +$54.3K +121 +105%
CFFP
2339
Center for Financial Planning
Michigan
$103K
FA
2340
Financial Avengers
California
$101K +$451 +1 +0.4%
HIM
2341
Hillsdale Investment Management
Ontario, Canada
$96K -$49.8K -111 -34%
MUMSS
2342
Mitsubishi UFJ Morgan Stanley Securities
Japan
$94K +$35.8K +80 +62%
EARNEST Partners
2343
EARNEST Partners
Georgia
$90K
PFSC
2344
Peoples Financial Services Corp
Pennsylvania
$90K
TF
2345
TimeScale Financial
Massachusetts
$90K
IFAM
2346
Institutional & Family Asset Management
Colorado
$90K +$25.2K +56 +39%
FCAS
2347
First Command Advisory Services
Texas
$90K +$90K +209 New
IFA
2348
Interactive Financial Advisors
Illinois
$89K
NR
2349
Newfound Research
Massachusetts
$86K -$15.2K -34 -15%
IAS
2350
IMA Advisory Services
Colorado
$86K