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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
RTL
751
Red Tortoise LLC
Georgia
$3.58K
VWA
752
Valued Wealth Advisors
Utah
$3.58K
CIA
753
Cape Investment Advisory
Georgia
$2.86K +$982 +13 +48%
SIC
754
Salem Investment Counselors
North Carolina
$2.72K
NC
755
NewSquare Capital
Pennsylvania
$2.72K +$2.87K +38 New
WWP
756
WR Wealth Planners
Missouri
$2.43K -$1.06K -14 -29%
ZB
757
Zions Bancorporation
Utah
$2.36K
SSB
758
Sandy Spring Bank
Maryland
$2.29K
MSWM
759
Mowery & Schoenfeld Wealth Management
Illinois
$2.29K +$1.66K +22 +220%
SN
760
Sittner & Nelson
Oregon
$2.22K +$2.34K +31 New
JGIA
761
Jackson Grant Investment Advisers
Connecticut
$2.15K
WT
762
Washington Trust
Rhode Island
$2.15K
LFG
763
Larson Financial Group
Missouri
$2K -$3.25K -43 -61%
CAS
764
Coppell Advisory Solutions
Texas
$1.87K
DPW
765
DiNuzzo Private Wealth
Pennsylvania
$1.86K -$227 -3 -10%
WCM
766
WealthTrak Capital Management
Virginia
$1.79K +$1.89K +25 New
CSWM
767
Cassady Schiller Wealth Management
Ohio
$1.57K +$1.66K +22 New
BGAI
768
Bruce G. Allen Investments
Colorado
$1.5K
CWP
769
Clark Wealth Partners
Illinois
$1.5K +$1.59K +21 New
CFD
770
Creative Financial Designs
Indiana
$1.43K +$1.51K +20 New
PSFG
771
Park Square Financial Group
Georgia
$1.43K +$1.51K +20 New
SIC
772
SJS Investment Consulting
Ohio
$1.36K -$529 -7 -27%
MA
773
MCF Advisors
Kentucky
$1.22K +$1.28K +17 New
NL
774
NVWM LLC
Pennsylvania
$1.22K +$1.28K +17 New
S
775
Sachetta
Massachusetts
$1.15K -$1.89K -25 -61%