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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 %
AA
2376
Addison Advisors
Vermont
$63K
DWP
2377
Destiny Wealth Partners
Florida
$63K +$63K +141 New
PSB
2378
Piscataqua Savings Bank
New Hampshire
$60K
RA
2379
Resolute Advisors
California
$56K
FMP
2380
Financial Management Professionals
Texas
$53K +$20.7K +46 +64%
SMG
2381
Spectrum Management Group
Indiana
$53K +$41.4K +93 +358%
RCC
2382
Red Cedar Capital
Nebraska
$52K
BDWM
2383
Brewin Dolphin Wealth Management
Ireland
$51.7K
BIA
2384
Bell Investment Advisors
California
$51K +$51K +113 New
VRM
2385
Vectors Research Management
New York
$50K -$17K -38 -25%
JWBC
2386
John W. Brooker & Co
California
$49K
SFPG
2387
Stonebridge Financial Planning Group
Florida
$49K
CFN
2388
Cordasco Financial Network
Florida
$47K +$9.04K +20 +24%
GPA
2389
Guidance Point Advisors
Massachusetts
$47K +$47K +106 New
CWM
2390
Cranbrook Wealth Management
Michigan
$46K +$9.02K +20 +24%
POIA
2391
Pin Oak Investment Advisors
Texas
$45K -$11.3K -25 -20%
DWMG
2392
DB Wealth Management Group
California
$45K
WFA
2393
West Financial Advisors
Iowa
$45K
BA
2394
Bellwether Advisors
Nebraska
$44K
FMTCOCP
2395
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$42K
DCM
2396
Disciplina Capital Management
Tennessee
$42K +$1.36K +3 +3%
CPC
2397
Consolidated Planning Corp
Georgia
$41K +$41K +91 New
COCM
2398
Charter Oak Capital Management
New Hampshire
$38K
CH
2399
Canton Hathaway
Rhode Island
$38K +$38K +85 New
PA
2400
PSI Advisors
Florida
$37K +$37K +82 New