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Coastal Financial
CCB

Overview Fund Activity

175 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, 61 increasing their positions, 67 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
-2
Holders Change %
-1.13%
% of All Funds
2.35%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
18
Increased
61
Reduced
67
Closed
18
Calls
$1.88M
Puts
$620K
Net Calls
+$1.26M
Net Calls Change
+$2K

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$46.7M
2
ACL
Azora Capital LP
Florida
$72.8M
3
First Trust Advisors
First Trust Advisors
Illinois
$6.66M
4
SAM
Silvercrest Asset Management
New York
$5.69M
5
RA
Royce & Associates
New York
$14.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$13M
2
EGI
EAM Global Investors
California
$0
3
BlackRock
BlackRock
New York
$96.9M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$125M
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JAM
26
Jacobs Asset Management
New York
$9.69M +$1.7M +17,500 +21%
SCA
27
Stieven Capital Advisors
Missouri
$8.58M +$9.69K +100 +0.1%
Goldman Sachs
28
Goldman Sachs
New York
$8.16M +$1.04M +10,744 +15%
EMFAT
29
Emerald Mutual Fund Advisers Trust
Pennsylvania
$7.65M +$1.37M +14,122 +22%
NL
30
Nuveen LLC
North Carolina
$7.56M -$873K -9,008 -10%
CCPM
31
Cooper Creek Partners Management
New York
$7.52M +$1.25M +12,948 +20%
First Trust Advisors
32
First Trust Advisors
Illinois
$6.66M +$5.78M +59,671 +657%
Stifel Financial
33
Stifel Financial
Missouri
$6.47M +$60.2K +621 +0.9%
Invesco
34
Invesco
Georgia
$6.29M -$2.08M -21,421 -25%
UBS Group
35
UBS Group
Switzerland
$6.22M -$2.31M -23,881 -27%
BCI
36
Brinker Capital Investments
Pennsylvania
$6.12M +$323K +3,337 +6%
BCM
37
Bridgeway Capital Management
Texas
$5.99M -$581K -5,996 -9%
SAM
38
Silvercrest Asset Management
New York
$5.69M +$5.69M +58,786 New
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$4.69M -$5.72K -59 -0.1%
PFO
40
PMC FIG Opportunities
Israel
$4.62M +$1.08M +11,182 +31%
CCM
41
Cox Capital Management
Massachusetts
$4.57M -$77.7K -802 -2%
GLA
42
Great Lakes Advisors
Illinois
$4.53M -$304K -3,137 -6%
Bank of America
43
Bank of America
North Carolina
$4.47M +$472K +4,871 +12%
Principal Financial Group
44
Principal Financial Group
Iowa
$4.08M +$2.69M +27,818 +194%
Franklin Resources
45
Franklin Resources
California
$3.96M -$213K -2,200 -5%
EPCA
46
Elizabeth Park Capital Advisors
Ohio
$3.81M -$770K -7,945 -17%
Macquarie Group
47
Macquarie Group
Australia
$3.69M +$568K +5,864 +18%
ECM
48
ExodusPoint Capital Management
New York
$3.61M +$2.6M +26,821 +257%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$3.59M -$283K -2,926 -7%
UBS AM
50
UBS AM
Illinois
$3.52M +$959K +9,896 +37%
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