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CoStar Group

846 hedge funds and large institutions have $27.8B invested in CoStar Group in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 274 increasing their positions, 386 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $207M | Put options by funds: $111M

0.11% less ownership

Funds ownership: 97.63%97.52% (-0.11%)

6% less funds holding

Funds holding: 903846 (-57)

20% less capital invested

Capital invested by funds: $34.9B → $27.8B (-$7.08B)

27% less first-time investments, than exits

New positions opened: 103 | Existing positions closed: 142

29% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 386

32% less funds holding in top 10

Funds holding in top 10: 2517 (-8)

Holders
846
Holders Change
-57
Holders Change %
-6.31%
% of All Funds
10.29%
Holding in Top 10
17
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-32%
% of All Funds
0.21%
New
103
Increased
274
Reduced
386
Closed
142
Calls
$207M
Puts
$111M
Net Calls
+$95.6M
Net Calls Change
-$21.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
701
Private Trust Company
Ohio
$18.8K -$12.1K -171 -38%
FMII
702
Farmers & Merchants Investments Inc
Nebraska
$18.8K +$708 +10 +4%
TWD
703
True Wealth Design
Ohio
$18.7K +$16K +226 +435%
GAFA
704
Garton & Associates Financial Advisors
Kentucky
$18.4K +$19.4K +274 New
RFP
705
Root Financial Partners
California
$18.3K -$6.87K -97 -26%
C
706
Covestor
United Kingdom
$18K -$283 -4 -2%
ME
707
McIlrath & Eck
Washington
$17.3K -$5.67K -80 -24%
CCM
708
Chilton Capital Management
Texas
$16.5K -$13K -184 -43%
CFB
709
Cullen/Frost Bankers
Texas
$15.9K -$9.7K -137 -37%
CCA
710
Catalyst Capital Advisors
New York
$15.3K +$1.13K +16 +8%
BWA
711
Basecamp Wealth Advisors
Washington
$15K +$15.8K +223 New
BFP
712
Birchwood Financial Partners
Minnesota
$14.8K +$15.6K +220 New
SC
713
SouthState Corp
Florida
$14.6K -$2.41K -34 -14%
CPG
714
Cornerstone Planning Group
New Jersey
$13.8K -$4.39K -62 -23%
DWS
715
Dynamic Wealth Strategies
California
$13.7K +$283 +4 +2%
CIAS
716
CBIZ Investment Advisory Services
Ohio
$12.4K +$10.1K +143 +340%
BWL
717
Bogart Wealth LLC
Virginia
$11.8K -$1.63K -23 -12%
DJSG
718
D.J. St. Germain
Massachusetts
$11.8K +$12.5K +176 New
CFS
719
CGC Financial Services
Oregon
$11.2K +$11.8K +166 New
SR
720
Swiss Re
Switzerland
$10.9K +$11.5K +162 New
PWAM
721
Private Wealth Asset Management
Iowa
$10.8K
QWM
722
Quaker Wealth Management
New Jersey
$10.2K +$142 +2 +1%
OP
723
ORG Partners
Indiana
$9.73K -$1.84K -26 -15%
UFF
724
USA Financial Formulas
Michigan
$9.62K -$1.32M -18,614 -99%
PWA
725
Physician Wealth Advisors
Utah
$9.41K +$638 +9 +7%