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CoStar Group

803 hedge funds and large institutions have $28.9B invested in CoStar Group in 2024 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 296 increasing their positions, 276 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 96

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

17% more call options, than puts

Call options by funds: $94.7M | Put options by funds: $80.7M

4% more funds holding

Funds holding: 769803 (+34)

1.38% more ownership

Funds ownership: 97.01%98.4% (+1.4%)

7% more repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 276

4% less capital invested

Capital invested by funds: $30B → $28.9B (-$1.11B)

Holders
803
Holders Change
+34
Holders Change %
+4.42%
% of All Funds
10.58%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
144
Increased
296
Reduced
276
Closed
96
Calls
$94.7M
Puts
$80.7M
Net Calls
+$14.1M
Net Calls Change
-$41.1M
Name Holding Trade Value Shares
Change
Change in
Stake
C
701
Covestor
United Kingdom
$18K +$151 +2 +0.8%
BWL
702
Bogart Wealth LLC
Virginia
$17.7K +$6.42K +85 +52%
SWM
703
Sugarloaf Wealth Management
Georgia
$17.2K
VCM
704
Versant Capital Management
Arizona
$16.5K +$10.9K +144 +166%
MWA
705
Medallion Wealth Advisors
Connecticut
$16K +$16.8K +223 New
BIA
706
Bell Investment Advisors
California
$14.7K -$1.51K -20 -9%
RA
707
RiverPark Advisors
New York
$13.1K -$12.3K -163 -47%
HWM
708
Hemington Wealth Management
Virginia
$13K -$7.4K -98 -35%
SAM
709
Synergy Asset Management
Washington
$12.8K +$12.8K +170 New
NA
710
NewEdge Advisors
Louisiana
$12.7K -$2.34K -31 -15%
TC
711
Truvestments Capital
Florida
$12.3K
CFB
712
Cullen/Frost Bankers
Texas
$12.2K +$4.83K +64 +60%
SS
713
Sunbelt Securities
Texas
$11.3K
CWP
714
Concord Wealth Partners
Virginia
$11K
CTWM
715
Cherry Tree Wealth Management
Minnesota
$10.5K
MCM
716
MidAtlantic Capital Management
Virginia
$10.5K
QC
717
Quent Capital
New York
$10.3K -$76 -1 -0.7%
HI
718
Harbour Investments
Wisconsin
$10K +$604 +8 +6%
DF
719
Dunhill Financial
United Kingdom
$9.66K +$1.44K +19 +16%
MCM
720
MV Capital Management
Maryland
$9.59K -$1.06K -14 -9%
JFGIW
721
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.42K +$4.08K +54 +78%
ADL
722
Asset Dedication LLC
California
$9.38K
PWMG
723
Private Wealth Management Group
New Jersey
$9.09K -$4.61K -61 -32%
APW
724
Aventura Private Wealth
Florida
$8.73K +$9.21K +122 New
WTA
725
Washington Trust Advisors
Massachusetts
$8.69K +$4.15K +55 +83%