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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 %
JAM
26
Jacobs Asset Management
New York
$9.69M 100,000 +17,500 +21%
SCA
27
Stieven Capital Advisors
Missouri
$8.58M 88,571 +100 +0.1%
Goldman Sachs
28
Goldman Sachs
New York
$8.16M 84,247 +10,744 +15%
EMFAT
29
Emerald Mutual Fund Advisers Trust
Pennsylvania
$7.65M 78,995 +14,122 +22%
NL
30
Nuveen LLC
North Carolina
$7.56M 78,052 -9,008 -10%
CCPM
31
Cooper Creek Partners Management
New York
$7.52M 77,661 +12,948 +20%
First Trust Advisors
32
First Trust Advisors
Illinois
$6.66M 68,748 +59,671 +657%
Stifel Financial
33
Stifel Financial
Missouri
$6.47M 66,746 +621 +0.9%
Invesco
34
Invesco
Georgia
$6.29M 64,955 -21,421 -25%
UBS Group
35
UBS Group
Switzerland
$6.22M 64,250 -23,881 -27%
BCI
36
Brinker Capital Investments
Pennsylvania
$6.12M 63,168 +3,337 +6%
BCM
37
Bridgeway Capital Management
Texas
$5.99M 61,843 -5,996 -9%
SAM
38
Silvercrest Asset Management
New York
$5.69M 58,786 +58,786 New
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$4.69M 48,435 -59 -0.1%
PFO
40
PMC FIG Opportunities
Israel
$4.62M 47,653 +11,182 +31%
CCM
41
Cox Capital Management
Massachusetts
$4.57M 47,175 -802 -2%
GLA
42
Great Lakes Advisors
Illinois
$4.53M 46,776 -3,137 -6%
Bank of America
43
Bank of America
North Carolina
$4.47M 46,160 +4,871 +12%
Principal Financial Group
44
Principal Financial Group
Iowa
$4.08M 42,121 +27,818 +194%
Franklin Resources
45
Franklin Resources
California
$3.96M 40,886 -2,200 -5%
EPCA
46
Elizabeth Park Capital Advisors
Ohio
$3.81M 39,311 -7,945 -17%
Macquarie Group
47
Macquarie Group
Australia
$3.69M 38,086 +5,864 +18%
ECM
48
ExodusPoint Capital Management
New York
$3.61M 37,266 +26,821 +257%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$3.59M 37,063 -2,926 -7%
UBS AM
50
UBS AM
Illinois
$3.52M 36,361 +9,896 +37%
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