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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
NL
801
NVWM LLC
Pennsylvania
$1.48K +$213 +3 +16%
EWP
802
Elevation Wealth Partners
California
$1.41K -$354 -5 -19%
PWM
803
Proathlete Wealth Management
Florida
$1.41K -$117K -1,645 -99%
WAG
804
Wilkerson Advisory Group
Missouri
$1.41K +$1.49K +21 New
1IA
805
1620 Investment Advisors
Massachusetts
$1.21K
SWM
806
SHP Wealth Management
Massachusetts
$1.21K +$1.27K +18 New
AP
807
Aspect Partners
Virginia
$1.14K -$638 -9 -35%
IWM
808
IMG Wealth Management
Florida
$1.14K +$1.2K +17 New
IBOK
809
Independence Bank of Kentucky
Kentucky
$1.08K +$1.13K +16 New
WWA
810
Wealth Watch Advisors
Colorado
$1.01K +$142 +2 +15%
SC
811
Stephens Consulting
Michigan
$1.01K +$1.06K +15 New
CFG
812
CKW Financial Group
Hawaii
$1K
NL
813
Navalign LLC
California
$941 +$992 +14 New
ACA
814
American Capital Advisory
Idaho
$875 +$425 +6 +86%
MSWM
815
Mowery & Schoenfeld Wealth Management
Illinois
$673
AF
816
Advisornet Financial
Minnesota
$672 -$708 -10 -50%
GTAM
817
Global Trust Asset Management
Florida
$672
KFI
818
Key Financial Inc
Pennsylvania
$672
1CP
819
1015 Capital Partners
Pennsylvania
$538 +$567 +8 New
TFM
820
TFC Financial Management
Massachusetts
$471 -$1.13K -16 -70%
SFCL
821
Strengthening Families & Communities LLC
Massachusetts
$471
FMP
822
Financial Management Professionals
Texas
$403 -$7.65K -108 -95%
BLC
823
Brown, Lisle/Cummings
Rhode Island
$403
SS
824
Sunbelt Securities
Texas
$336 -$10.5K -148 -97%
CA
825
CoreCap Advisors
Michigan
$336 -$4.25K -60 -92%