We are live on ! Find out more
CSGP icon

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
WA
726
Whipplewood Advisors
Colorado
$8.09K +$8.53K +113 New
CIAS
727
CBIZ Investment Advisory Services
Ohio
$7.88K -$24.2K -320 -74%
JWA
728
JFS Wealth Advisors
Pennsylvania
$7.66K -$529 -7 -6%
EDRH
729
Edmond de Rothschild Holding
Switzerland
$7.3K -$42.8K -567 -85%
WBC
730
West Branch Capital
Massachusetts
$7.16K -$76 -1 -1%
FUBT
731
First United Bank & Trust
Maryland
$7.16K
OCM
732
Orion Capital Management
California
$7.16K +$7.55K +100 New
BBHC
733
Brown Brothers Harriman & Co
New York
$7.09K -$21.2K -281 -74%
CWA
734
Carolina Wealth Advisors
South Carolina
$7.02K
LWCFA
735
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.12K
ST
736
Smithfield Trust
Pennsylvania
$6K
NWWA
737
New Wave Wealth Advisors
Arkansas
$5.94K +$6.27K +83 New
KIM
738
Kestra Investment Management
Texas
$5.87K +$6.19K +82 New
TCOV
739
Trust Company of Vermont
Vermont
$5.73K
FA
740
Fedenia Advisers
Wisconsin
$5.73K +$6.04K +80 New
MCM
741
Manchester Capital Management
Vermont
$5.66K -$3.17K -42 -35%
HWA
742
Heritage Wealth Advisors
Virginia
$5.44K
FMP
743
Financial Management Professionals
Texas
$5.15K +$1.89K +25 +53%
AF
744
Advisornet Financial
Minnesota
$5.01K -$2.94K -39 -36%
RS
745
Rakuten Securities
Japan
$5.01K +$1.51K +20 +40%
FMTCOCP
746
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K
DIP
747
DT Investment Partners
Pennsylvania
$4.44K
BAM
748
Bellevue Asset Management
Washington
$4.22K +$76 +1 +2%
SO
749
Sierra Ocean
California
$3.87K +$4.08K +54 New
AWM
750
Avior Wealth Management
Nebraska
$3.79K -$529 -7 -12%