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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 %
AFS
2351
Annapolis Financial Services
Maryland
$86K +$20.3K +45 +31%
APWA
2352
Atlas Private Wealth Advisors
New Jersey
$85K
WWM
2353
Wagner Wealth Management
South Carolina
$81K -$14.7K -30 -15%
EIM
2354
Essex Investment Management
Massachusetts
$81K
AS
2355
Altshuler Shaham
Israel
$80K -$14.8K -33 -16%
GCM
2356
Gables Capital Management
Florida
$80K
CCC
2357
Crescent Capital Consulting
Louisiana
$79K
WIM
2358
Westside Investment Management
California
$78.6K -$26.3K -200 -25%
DI
2359
Disciplined Investments
Oklahoma
$77K
TFIPS
2360
Towarzystwo Funduszy Inwestycyjnych PZU SA
$76.4K +$4.49K +10 +6%
LWA
2361
Lowe Wealth Advisors
Maryland
$76K
APW
2362
Acima Private Wealth
Virginia
$76K
IBOK
2363
Independence Bank of Kentucky
Kentucky
$76K +$8.94K +20 +13%
KFI
2364
Key Financial Inc
Pennsylvania
$75K +$3.14K +7 +4%
TAM
2365
Tucker Asset Management
Colorado
$73.7K +$49.2K +100 +200%
CWA
2366
Carolina Wealth Advisors
South Carolina
$72K
RIM
2367
Rockbridge Investment Management
New York
$71K
Nisa Investment Advisors
2368
Nisa Investment Advisors
Missouri
$70.5K +$6.08K +13,538 +9%
JAM
2369
JCIC Asset Management
Ontario, Canada
$70K
CWM
2370
Cedar Wealth Management
California
$70K
SSC
2371
Syverson Strege & Co
Iowa
$68K
PFA
2372
Professional Financial Advisors
Nebraska
$68K
MAM
2373
Marquette Asset Management
Minnesota
$67K
HGWM
2374
Harvest Group Wealth Management
Massachusetts
$67K
UAML
2375
US Asset Management LLC
Pennsylvania
$67K +$67K +149 New