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Coastal Financial
CCB

Overview Fund Activity

177 hedge funds and large institutions have $987M invested in Coastal Financial in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 68 increasing their positions, 64 reducing their positions, and 16 closing their positions.

Holders
177
Holders Change
+8
Holders Change %
+4.73%
% of All Funds
2.4%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
25
Increased
68
Reduced
64
Closed
16
Calls
$1.51M
Puts
$253K
Net Calls
+$1.26M
Net Calls Change
+$976K

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$40.6M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$25.3M
3
ACL
3
Azora Capital LP
Florida
$53.7M
4
DCM
4
Driehaus Capital Management
Illinois
$19.6M
5
PCM
5
Peregrine Capital Management
Minnesota
$10.2M

Top Sellers

1
ECA
1
Endeavour Capital Advisors
Connecticut
$30M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$587K
3
KCM
3
Kennedy Capital Management
Missouri
$17.6M
4
PFMOSF
4
Philadelphia Financial Management of San Francisco
California
$0
5
RC
5
Roubaix Capital
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$7.97M 88,131 +39,170 +80%
NL
27
Nuveen LLC
North Carolina
$7.87M 87,060 +87,060 New
Invesco
28
Invesco
Georgia
$7.81M 86,376 +8,065 +10%
JAM
29
Jacobs Asset Management
New York
$7.46M 82,500 -27,596 -25%
Goldman Sachs
30
Goldman Sachs
New York
$6.65M 73,503 +22,725 +45%
BCM
31
Bridgeway Capital Management
Texas
$6.13M 67,839 +49,748 +275%
Stifel Financial
32
Stifel Financial
Missouri
$5.98M 66,125 -4,800 -7%
EMFAT
33
Emerald Mutual Fund Advisers Trust
Pennsylvania
$5.87M 64,873 +5,869 +10%
CCPM
34
Cooper Creek Partners Management
New York
$5.85M 64,713 +64,713 New
EGI
35
EAM Global Investors
California
$5.49M 60,722 +60,722 New
BCI
36
Brinker Capital Investments
Pennsylvania
$5.41M 59,831 -22,516 -27%
OPS
37
Orion Portfolio Solutions
Nebraska
$5.41M 59,831 -22,516 -27%
GLA
38
Great Lakes Advisors
Illinois
$4.51M 49,913 +49,913 New
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$4.38M 48,494 -14,861 -23%
CCM
40
Cox Capital Management
Massachusetts
$4.34M 47,977 -637 -1%
Morgan Stanley
41
Morgan Stanley
New York
$4.31M 47,706 -14,653 -23%
EPCA
42
Elizabeth Park Capital Advisors
Ohio
$4.27M 47,256 +10,701 +29%
Franklin Resources
43
Franklin Resources
California
$3.9M 43,086 -2,800 -6%
Tudor Investment Corp
44
Tudor Investment Corp
Connecticut
$3.75M 41,424 +453 +1%
Bank of America
45
Bank of America
North Carolina
$3.73M 41,289 +24,547 +147%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$3.62M 39,989 +1,778 +5%
EI
47
EAM Investors
California
$3.3M 36,471 -14,485 -28%
PFO
48
PMC FIG Opportunities
Israel
$3.3M 36,471 +968 +3%
Macquarie Group
49
Macquarie Group
Australia
$2.91M 32,222 +32,222 New
CRC
50
Curi RMB Capital
Illinois
$2.71M 30,000 – –
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