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Coastal Financial
182 hedge funds and large institutions have $991M invested in Coastal Financial in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 65 increasing their positions, 63 reducing their positions, and 51 closing their positions.
New
Increased
Maintained
Reduced
Closed
605% more call options, than puts
Call options by funds: $4.13M | Put options by funds: $586K
3% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 63
0.72% more ownership
Funds ownership: 84.5% → 85.22% (+0.72%)
12% less funds holding
Funds holding: 207 → 182 (-25)
32% less capital invested
Capital invested by funds: $1.46B → $991M (-$473M)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
41% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 51
Holders
182
Holders Change
-25
Holders Change %
-12.08%
% of All Funds
2.24%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
30
Increased
65
Reduced
63
Closed
51
Calls
$4.13M
Puts
$586K
Net Calls
+$3.55M
Net Calls Change
-$2.45M
Top Buyers
| 1 |
CCPM
Cooper Creek Partners Management
New York
|
+$20.8M |
| 2 |
State Street
Boston,
Massachusetts
|
+$10.1M |
| 3 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
+$10.1M |
| 4 |
UBS AM
Chicago,
Illinois
|
+$9.62M |
| 5 |
Millennium Management
New York
|
+$9.14M |
Top Sellers
| 1 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$39.5M |
| 2 |
NCGI
Next Century Growth Investors
Plymouth,
Minnesota
|
-$20.4M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$11M |
| 4 |
RA
Royce & Associates
New York
|
-$6.16M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$5.29M |