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Coastal Financial
CCB

Overview Fund Activity

174 hedge funds and large institutions have $1.08B invested in Coastal Financial in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 60 increasing their positions, 67 reducing their positions, and 18 closing their positions.

Holders
174
Holders Change
-3
Holders Change %
-1.69%
% of All Funds
2.34%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
18
Increased
60
Reduced
67
Closed
18
Calls
$1.36M
Puts
–
Net Calls
+$1.36M
Net Calls Change
+$99K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$46.7M
2
ACL
2
Azora Capital LP
Florida
$72.8M
3
JC
3
JCSD Capital
California
$12.6M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$6.66M
5
SAM
5
Silvercrest Asset Management
New York
$5.69M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$13M
2
EGI
2
EAM Global Investors
California
$0
3
BlackRock
3
BlackRock
New York
$96.9M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$125M
5
Tudor Investment Corp
5
Tudor Investment Corp
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$125M 1,294,327 -44,942 -3%
BlackRock
2
BlackRock
New York
$96.9M 1,000,789 -46,544 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$73.8M 762,236 +22,914 +3%
ACL
4
Azora Capital LP
Florida
$72.8M 751,098 +156,956 +26%
American Century Companies
5
American Century Companies
Missouri
$46.7M 481,933 +275,500 +133%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$43.2M 446,213 – –
WHG
7
Westwood Holdings Group
Texas
$41.2M 424,967 -24,146 -5%
State Street
8
State Street
Massachusetts
$39.6M 408,735 +7,358 +2%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35.1M 362,067 -21,565 -6%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$34.8M 359,160 +11,342 +3%
ECA
11
Endeavour Capital Advisors
Connecticut
$30.2M 311,495 -19,796 -6%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$29.5M 304,365 +6,730 +2%
GKIM
13
GW&K Investment Management
Massachusetts
$26.7M 276,100 -1,850 -0.7%
DCM
14
Driehaus Capital Management
Illinois
$20.9M 215,712 -1,170 -0.5%
KCM
15
Kennedy Capital Management
Missouri
$16.8M 173,062 -21,711 -11%
RA
16
Royce & Associates
New York
$14.4M 148,625 +42,286 +40%
ACM
17
Advisors Capital Management
New Jersey
$13.7M 141,658 +1,763 +1%
PCM
18
Peregrine Capital Management
Minnesota
$13.6M 140,693 +28,099 +25%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$13M 133,881 -145,628 -52%
JC
20
JCSD Capital
California
$12.6M 130,040 +130,040 New
AllianceBernstein
21
AllianceBernstein
Tennessee
$12.5M 128,606 -4,174 -3%
Northern Trust
22
Northern Trust
Illinois
$10.8M 111,949 -4,211 -4%
BFM
23
Boothbay Fund Management
New York
$10.7M 110,915 +19,200 +21%
State of Wisconsin Investment Board
24
State of Wisconsin Investment Board
Wisconsin
$10M 103,303 -3,913 -4%
Charles Schwab
25
Charles Schwab
California
$9.87M 101,940 +3,082 +3%
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