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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 %
FWM
2401
Filbrandt Wealth Management
Wisconsin
$36K +$2.67K +6 +8%
YAL
2402
Your Advocates Ltd
Texas
$33K
EWM
2403
Edge Wealth Management
New York
$33K +$8.47K +19 +35%
Baillie Gifford & Co
2404
Baillie Gifford & Co
United Kingdom
$29K -$6.25K -14 -18%
SC
2405
Steph & Co
Wisconsin
$28K
AIA
2406
Arcadia Investment Advisors
Idaho
$27.2K -$1.63K -30 -6%
MAWCM
2407
Mine & Arao Wealth Creation & Management
California
$27K
CTB
2408
Country Trust Bank
Illinois
$26K +$912 +2 +4%
CAC
2409
Core Alternative Capital
Georgia
$25K +$25K +56 New
IWP
2410
IAG Wealth Partners
Wisconsin
$24K
DWA
2411
Dougherty Wealth Advisers
Minnesota
$23K
RFWA
2412
RPg Family Wealth Advisory
Massachusetts
$22.9K
LAM
2413
Lountzis Asset Management
Pennsylvania
$22.5K
HL
2414
Harding Loevner
New Jersey
$22K
CPFP
2415
Clear Perspectives Financial Planning
Ohio
$22K
RG
2416
Retirement Group
California
$19K +$5.3K +12 +39%
LWP
2417
Laurel Wealth Planning
Minnesota
$19K +$19K +42 New
SA
2418
SRH Advisors
Kansas
$18K
APC
2419
Aspire Private Capital
North Carolina
$18K
JPLA
2420
Joseph P. Lucia & Associates
New York
$18K
OAJ
2421
Ogorek Anthony Joseph
New York
$18K +$18K +41 New
FPB
2422
First PREMIER Bank
South Dakota
$13K
AW
2423
Avion Wealth
Texas
$12K
MG
2424
MilWealth Group
Wisconsin
$10.8K +$10.8K +24 New
HI
2425
Hudock Inc
Pennsylvania
$10K +$1.36K +3 +16%