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Coastal Financial

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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

22% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 49

16% more funds holding

Funds holding: 146169 (+23)

5.56% more ownership

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

Holders
169
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$323K
Puts
$42K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
26
$7.62M
27
$7.6M
28
$6.99M
29
$6.99M
30
$6.65M
31
$6.02M
32
$5.38M
33
$5.29M
34
$5.01M
35
$4.96M
36
$4.74M
37
$4.33M
38
$4.31M
39
$4.21M
40
$4.16M
41
$4.13M
42
$3.9M
43
$3.71M
44
$3.48M
45
$3.31M
46
$3.24M
47
$3.12M
48
$3.1M
49
$3.01M
50
$2.62M