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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
ATS
876
Ashton Thomas Securities
New York
-$39.8K -527 Closed
WPWM
877
Western Pacific Wealth Management
Illinois
-$37.7K -500 Closed
CH
878
Cromwell Holdings
Wyoming
-$25.7K -341 Closed
OA
879
Operose Advisors
Wisconsin
-$25.2K -334 Closed
CA
880
Crewe Advisors
Utah
-$22.2K -294 Closed
ANBT
881
American National Bank & Trust
Texas
-$21.4K -283 Closed
DWS
882
Dynamic Wealth Strategies
California
-$16K -210 Closed
AT
883
Avalon Trust
New Mexico
-$11.5K -153 Closed
CAL
884
Capital Advisors Ltd
Ohio
-$11K -143 Closed
FFO
885
Fortitude Family Office
Arizona
-$4K -53 Closed
IUHSA
886
Itau Unibanco Holding S.A.
Brazil
-$3.62K -48 Closed
FG
887
Fairman Group
Pennsylvania
-$3.55K -47 Closed
BWP
888
Baldwin Wealth Partners
Massachusetts
-$3.32K -44 Closed
AT
889
Arlington Trust
Alabama
-$3.02K -40 Closed
LOIM
890
Liberty One Investment Management
Illinois
-$2.11K -28 Closed
MFG
891
Mendota Financial Group
Wisconsin
-$1.66K -22 Closed
PCWA
892
Pacific Capital Wealth Advisors
California
-$679 -9 Closed
CA
893
Claris Advisors
Missouri
-$604 -8 Closed
JFG
894
JDM Financial Group
Texas
-$604 -8 Closed
CPA
895
Capital Performance Advisors
California
-$528 -7 Closed
VAMG
896
Voisard Asset Management Group
Michigan
-$453 -6 Closed
WA
897
WestEnd Advisors
North Carolina
-$226 -3 Closed
HPC
898
HM Payson & Co
Maine
-$151 -2 Closed
WTFG
899
Wood Tarver Financial Group
Idaho
+$227 +3 New