We are live on ! Find out more
CCB icon

Coastal Financial
CCB

169 hedge funds and large institutions have $864M invested in Coastal Financial in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 60 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

669% more call options, than puts

Call options by funds: $323K | Put options by funds: $42K

200% more funds holding in top 10

Funds holding in top 10: 2 → 6 (+4)

141% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 17

90% more capital invested

Capital invested by funds: $455M → $864M (+$409M)

22% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 49

16% more funds holding

Funds holding: 146 → 169 (+23)

5.56% more ownership

Funds ownership: 62.6% → 68.15% (+5.6%)

Holders
169
Holders Change
+23
Holders Change %
+15.75%
% of All Funds
2.23%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
41
Increased
60
Reduced
49
Closed
17
Calls
$323K
Puts
$42K
Net Calls
+$281K
Net Calls Change
+$76K

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$29.6M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$29.2M
3
ACL
Azora Capital LP
Florida
+$27.8M
4
DCM
Driehaus Capital Management
Illinois
+$6.71M
5
WHG
Westwood Holdings Group
Texas
+$6.26M

Top Sellers

1
ECA
Endeavour Capital Advisors
Connecticut
-$20.5M
2
JAM
Jacobs Asset Management
New York
-$5.4M
3
BlackRock
BlackRock
New York
-$3.33M
4
EC
EJF Capital
Virginia
-$2.03M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$1.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
WHG
26
Westwood Holdings Group
Texas
$7.62M +$6.26M +89,742 New
RA
27
Royce & Associates
New York
$7.6M +$5.55M +79,554 +796%
BCI
28
Brinker Capital Investments
Pennsylvania
$6.99M -$151K -2,166 -3%
OPS
29
Orion Portfolio Solutions
Nebraska
$6.99M -$151K -2,166 -3%
Invesco
30
Invesco
Georgia
$6.65M -$609K -8,722 -10%
Stifel Financial
31
Stifel Financial
Missouri
$6.02M – – –
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$5.38M +$115K +1,649 +3%
Morgan Stanley
33
Morgan Stanley
New York
$5.29M +$697K +9,984 +19%
EMFAT
34
Emerald Mutual Fund Advisers Trust
Pennsylvania
$5.01M +$3.42M +48,994 +489%
RC
35
Roubaix Capital
Colorado
$4.96M +$4.08M +58,432 New
FCM
36
FJ Capital Management
Virginia
$4.74M +$3.9M +55,877 New
EI
37
EAM Investors
California
$4.33M +$3.56M +50,956 New
Goldman Sachs
38
Goldman Sachs
New York
$4.31M -$31.7K -454 -0.9%
ECM
39
ExodusPoint Capital Management
New York
$4.21M +$2.87M +41,093 +480%
UBS Group
40
UBS Group
Switzerland
$4.16M +$2.83M +40,608 +486%
CCM
41
Cox Capital Management
Massachusetts
$4.13M +$1.04M +14,905 +44%
Franklin Resources
42
Franklin Resources
California
$3.9M +$27.9K +400 +0.9%
Two Sigma Investments
43
Two Sigma Investments
New York
$3.71M +$1.01M +14,494 +50%
Tudor Investment Corp
44
Tudor Investment Corp
Connecticut
$3.48M -$175K -2,508 -6%
PAIM
45
Punch & Associates Investment Management
Minnesota
$3.31M -$1.24M -17,700 -31%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$3.24M -$40.3K -578 -1%
RP
47
Riverwater Partners
Wisconsin
$3.12M -$138K -1,981 -5%
EPCA
48
Elizabeth Park Capital Advisors
Ohio
$3.1M +$2.55M +36,555 New
PFO
49
PMC FIG Opportunities
Israel
$3.01M -$773K -11,072 -24%
Ameriprise
50
Ameriprise
Minnesota
$2.62M +$101K +1,453 +5%
1
2
3 4 5

CCB Hedge Fund Activity: Q4 2024 in Review

169 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Coastal Financial (CCB) for Q4 2024, worth a combined $864M — up 90% from $455M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new CCB positions and 17 closed out — a net gain of 24 holders — while 60 added to existing stakes and 49 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $29.6M. The largest seller was Endeavour Capital Advisors, cutting an estimated $20.5M.

  • 169 institutional investors held Coastal Financial (CCB) as of Q4 2024, up from 146 in Q3 2024.
  • Funds reported $864M of Coastal Financial stock for Q4 2024, up 90% quarter-over-quarter.
  • 41 funds opened new Coastal Financial positions in Q4 2024 and 17 closed out, a net change of +24 holders.
  • The largest Coastal Financial buyer in Q4 2024 was T. Rowe Price Investment Management, an estimated $29.6M added.
  • The largest Coastal Financial seller in Q4 2024 was Endeavour Capital Advisors, an estimated $20.5M sold.

Based on aggregated 13F filings for Q4 2024.