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CoStar Group

856 hedge funds and large institutions have $34B invested in CoStar Group in 2025 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 376 increasing their positions, 264 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more call options, than puts

Call options by funds: $337M | Put options by funds: $119M

85% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 75

44% more funds holding in top 10

Funds holding in top 10: 1623 (+7)

42% more repeat investments, than reductions

Existing positions increased: 376 | Existing positions reduced: 264

18% more capital invested

Capital invested by funds: $28.9B → $34B (+$5.08B)

7% more funds holding

Funds holding: 803856 (+53)

3.29% more ownership

Funds ownership: 98.4%101.68% (+3.3%)

Holders
856
Holders Change
+53
Holders Change %
+6.6%
% of All Funds
11.48%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.31%
New
139
Increased
376
Reduced
264
Closed
75
Calls
$337M
Puts
$119M
Net Calls
+$218M
Net Calls Change
+$204M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
501
United Capital Financial Advisors
Texas
$652K +$150K +1,971 +32%
Kovitz Investment Group Partners
502
Kovitz Investment Group Partners
Illinois
$647K +$38K +499 +7%
NAS
503
Nicolet Advisory Services
Wisconsin
$647K +$113K +1,486 +21%
Lido Advisors
504
Lido Advisors
California
$646K +$620K +8,152 New
OAM
505
Ostrum Asset Management
France
$632K -$1.28M -16,825 -68%
NW
506
NewEdge Wealth
Pennsylvania
$631K -$131K -1,728 -18%
Assenagon Asset Management
507
Assenagon Asset Management
Luxembourg
$630K -$29.9M -393,416 -98%
EF
508
Empowered Funds
Pennsylvania
$629K +$50.7K +666 +9%
FH
509
FWG Holdings
Florida
$628K +$88.4K +1,162 +18%
PAG
510
Private Advisor Group
New Jersey
$627K -$226K -2,970 -27%
AP
511
Americana Partners
Texas
$619K +$595K +7,815 New
BWM
512
Baron Wealth Management
Michigan
$618K -$37.7K -496 -6%
MWM
513
Moran Wealth Management
Florida
$609K -$40K -526 -6%
CFO
514
Callan Family Office
Pennsylvania
$603K +$91.7K +1,205 +19%
OC
515
Oarsman Capital
Wisconsin
$599K -$1.9K -25 -0.3%
PIM
516
Plato Investment Management
Australia
$599K -$477K -6,271 -46%
MSA
517
MUFG Securities Americas
New York
$591K +$107K +1,407 +23%
SPIA
518
Steward Partners Investment Advisory
New York
$583K +$17.3K +227 +3%
SFS
519
Sowell Financial Services
Arkansas
$576K +$553K +7,268 New
VI
520
Vestcor Inc
New Brunswick, Canada
$570K +$1.45K +19 +0.3%
SAM
521
Smartleaf Asset Management
Massachusetts
$548K +$132K +1,729 +33%
TFS
522
Thoroughbred Financial Services
Tennessee
$546K -$6.62K -87 -1%
EC
523
Enhancing Capital
Pennsylvania
$545K +$17K +224 +3%
First Manhattan
524
First Manhattan
New York
$542K +$141K +1,847 +37%
IWA
525
IVC Wealth Advisors
Pennsylvania
$540K -$137K -1,802 -21%