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Costco

2,340 hedge funds and large institutions have $104B invested in Costco in 2021 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 1,117 increasing their positions, 783 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,340
Holders Change
Holders Change %
0%
% of All Funds
41.2%
Holding in Top 10
103
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-13.45%
% of All Funds
1.81%
New
157
Increased
1,117
Reduced
783
Closed
128
Calls
$3.22B
Puts
$3.54B
Net Calls
-$314M
Net Calls Change
+$201M
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
2426
Summit Financial Group
West Virginia
-$216K -574 Closed
SWAG
2427
Spectrum Wealth Advisory Group
California
-$215K -570 Closed
GSC
2428
G&S Capital
Colorado
-$214K -568 Closed
TNBTD
2429
Trustmark National Bank Trust Department
Mississippi
-$213K -565 Closed
AF
2430
Aldebaran Financial
-$211K -561 Closed
SFM
2431
Signet Financial Management
New Jersey
-$210K -557 Closed
MC
2432
Montag & Caldwell
Georgia
-$209K -555 Closed
PI
2433
Parkside Investments
Illinois
-$208K -553 Closed
HKAM
2434
Horizon Kinetics Asset Management
New York
-$208K -553 Closed
SIA
2435
SkyView Investment Advisors
New Jersey
-$208K -552 Closed
TIAM2
2436
Tru Independence Asset Management 2
Oregon
-$208K -551 Closed
AC
2437
Avenir Corporation
Virginia
-$207K -550 Closed
UWPG
2438
Ullmann Wealth Partners Group
Florida
-$206K -547 Closed
RSVP
2439
Ramsay Stattman Vela & Price
Colorado
-$205K -545 Closed
GIA
2440
Granite Investment Advisors
New Hampshire
-$205K -545 Closed
CWM
2441
Centric Wealth Management
Illinois
-$203K -539 Closed
SBWIC
2442
Schaper Benz & Wise Investment Counsel
Wisconsin
-$200K -532 Closed
NWA
2443
Navis Wealth Advisors
New York
-$139K -369 Closed
GWM
2444
Greenhouse Wealth Management
Connecticut
-$119K -317 Closed
BSSFA
2445
Baron Silver Stevens Financial Advisors
Florida
-$107K -284 Closed
KCM
2446
Kathmere Capital Management
Pennsylvania
-$106K -282 Closed
FWM
2447
FSA Wealth Management
Massachusetts
-$85K -225 Closed
CAM
2448
Close Asset Management
United Kingdom
-$83K -220 Closed
IA
2449
Inspire Advisors
Idaho
-$83K -220 Closed
BBHBI
2450
B, B, H, & B Inc
Alabama
-$75K -200 Closed