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CoStar Group

838 hedge funds and large institutions have $27.8B invested in CoStar Group in 2025 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 273 increasing their positions, 383 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

29% less repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 383

30% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 141

32% less funds holding in top 10

Funds holding in top 10: 2517 (-8)

Holders
838
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$207M
Puts
$111M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
801
IMG Wealth Management
Florida
$1.14K
IBOK
802
Independence Bank of Kentucky
Kentucky
$1.08K
WWA
803
Wealth Watch Advisors
Colorado
$1.01K
SC
804
Stephens Consulting
Michigan
$1.01K
CFG
805
CKW Financial Group
Hawaii
$1K
NL
806
Navalign LLC
California
$941
ACA
807
American Capital Advisory
Idaho
$875
MSWM
808
Mowery & Schoenfeld Wealth Management
Illinois
$673
AF
809
Advisornet Financial
Minnesota
$672
GTAM
810
Global Trust Asset Management
Florida
$672
KFI
811
Key Financial Inc
Pennsylvania
$672
TFM
812
TFC Financial Management
Massachusetts
$471
SFCL
813
Strengthening Families & Communities LLC
Massachusetts
$471
FMP
814
Financial Management Professionals
Texas
$403
BLC
815
Brown, Lisle/Cummings
Rhode Island
$403
SS
816
Sunbelt Securities
Texas
$336
CA
817
CoreCap Advisors
Michigan
$336
CFD
818
Creative Financial Designs
Indiana
$336
UCB
819
United Community Bank
South Carolina
$336
LIA
820
Luken Investment Analytics
Tennessee
$336
SIS
821
Sound Income Strategies
Florida
$327
RWM
822
Rialto Wealth Management
New York
$269
HFS
823
Hughes Financial Services
Virginia
$269
DF
824
DecisionPoint Financial
Arizona
$269
SA
825
Seneschal Advisors
Washington
$269