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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 %
CMBA
2351
C.M. Bidwell & Associates
Hawaii
$12K
FPB
2352
First PREMIER Bank
South Dakota
$12K +$12K +30 New
FPW
2353
Flagship Private Wealth
Massachusetts
$11.3K
KFP
2354
KB Financial Partners
New Jersey
$11K -$26.2K -69 -70%
AW
2355
Avion Wealth
Texas
$11K
SWG
2356
Summit Wealth Group
Vermont
$10K -$67.6K -169 -87%
SMG
2357
Spectrum Management Group
Indiana
$10K
DWA
2358
Delos Wealth Advisors
Texas
$9K +$9K +22 New
GFPC
2359
Global Financial Private Client
Florida
$7.1K
HI
2360
Hudock Inc
Pennsylvania
$7K
MS
2361
Mizuho Securities
Japan
$7K +$368 +1 +6%
SFO
2362
Standard Family Office
South Dakota
$7K +$1.56K +4 +29%
TJHA
2363
Thomas J. Herzfeld Advisors
Florida
$6K +$1.29K +3 +27%
KJHP
2364
K.J. Harrison & Partners
Ontario, Canada
$5.15K -$8 -20 -0.2%
WAM
2365
Wolverine Asset Management
Illinois
$5K -$186K -520 -97%
LIM
2366
Longfellow Investment Management
Massachusetts
$5K
MIM
2367
Macroview Investment Management
Maryland
$4K
SFA
2368
Semmax Financial Advisors
North Carolina
$4K
HH
2369
HWG Holdings
Texas
$2K
UFF
2370
USA Financial Formulas
Michigan
$2K
LPWM
2371
Lake Point Wealth Management
Texas
$2K +$2K +4 New
SC
2372
Solstein Capital
California
$2K +$2K +6 New
PWP
2373
Personal Wealth Partners
Minnesota
$2K +$2K +6 New
TFA
2374
Transamerica Financial Advisors
Florida
$1K
RBC
2375
Roble Belko & Company
Pennsylvania
$1K