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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
2001
Transamerica Financial Advisors
Florida
$1K +$297 +1 New
AIA
2002
Arcadia Investment Advisors
Idaho
$813 – – –
SHWM
2003
Silicon Hills Wealth Management
Texas
$28 +$892 +3 New
PI
2004
PGGM Investments
Netherlands
– -$141M -491,000 Closed
Balyasny Asset Management
2005
Balyasny Asset Management
Illinois
– -$25.1M -87,235 Closed
Arrowstreet Capital
2006
Arrowstreet Capital
Massachusetts
– -$17.4M -60,275 Closed
JIM
2007
Jupiter Investment Management
United Kingdom
– -$15.3M -53,212 Closed
VCM
2008
Voleon Capital Management
California
– -$11.5M -40,000 Closed
SCM
2009
Stevens Capital Management
Pennsylvania
– -$11.4M -39,560 Closed
TI
2010
Trexquant Investment
Connecticut
– -$7.91M -27,441 Closed
BCM
2011
Bayesian Capital Management
New York
– -$5.74M -19,930 Closed
Alyeska Investment Group
2012
Alyeska Investment Group
Illinois
– -$4.76M -16,507 Closed
MSDF
2013
Michael & Susan Dell Foundation
New York
– -$3.43M -11,891 Closed
TSS
2014
Two Sigma Securities
New York
– -$3.53M -11,890 Closed
TCM
2015
Tuttle Capital Management
Connecticut
– -$3.44M -11,684 Closed
SC
2016
Samlyn Capital
New York
– -$3.03M -10,520 Closed
DF
2017
Donoghue Forlines
Massachusetts
– -$2.4M -8,346 Closed
BCM
2018
Bridgeway Capital Management
Texas
– -$2.36M -8,200 Closed
HF
2019
HRT Financial
New York
– -$1.51M -5,258 Closed
USAA
2020
United Services Automobile Association
Texas
– -$1.21M -4,187 Closed
GSWM
2021
Golden State Wealth Management
California
– -$1.11M -3,866 Closed
FMT
2022
First Mercantile Trust
Tennessee
– -$1.09M -3,792 Closed
VAS
2023
Vestmark Advisory Solutions
Massachusetts
– -$952K -3,304 Closed
NMC
2024
Nine Masts Capital
Hong Kong
– -$946K -3,184 Closed
TA
2025
Thor Advisors
New York
– -$791K -2,744 Closed