Coastal Financial
176 hedge funds and large institutions have $1.08B invested in Coastal Financial in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 61 increasing their positions, 67 reducing their positions, and 18 closing their positions.
203% more call options, than puts
Call options by funds: $1.88M | Put options by funds: $620K
10% more capital invested
Capital invested by funds: $987M → $1.08B (+$97.6M)
1.87% more ownership
Funds ownership: 72.63% → 74.49% (+1.9%)
6% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 18
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
1% less funds holding
Funds holding: 177 → 176 (-1)
9% less repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 67
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$23.7M |
| 2 |
ACL
Azora Capital LP
Miami,
Florida
|
+$13.5M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$5.14M |
| 4 |
SAM
Silvercrest Asset Management
New York
|
+$5.07M |
| 5 |
RA
Royce & Associates
New York
|
+$3.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$12.5M |
| 2 |
EGI
EAM Global Investors
Solana Beach,
California
|
-$5.49M |
| 3 |
BlackRock
New York
|
-$4.01M |
| 4 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$3.87M |
| 5 |
Tudor Investment Corp
Stamford,
Connecticut
|
-$3.75M |
CCB Hedge Fund Activity: Q2 2025 in Review
176 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Coastal Financial (CCB) for Q2 2025, worth a combined $1.08B — up 9.9% from $987M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new CCB positions and 18 closed out — a net gain of 1 holder — while 61 added to existing stakes and 67 trimmed.
The largest buyer was American Century Companies, adding an estimated $23.7M. The largest seller was Fidelity Investments, cutting an estimated $12.5M.
- 176 institutional investors held Coastal Financial (CCB) as of Q2 2025, down from 177 in Q1 2025.
- Funds reported $1.08B of Coastal Financial stock for Q2 2025, up 9.9% quarter-over-quarter.
- 19 funds opened new Coastal Financial positions in Q2 2025 and 18 closed out, a net change of +1 holder.
- The largest Coastal Financial buyer in Q2 2025 was American Century Companies, an estimated $23.7M added.
- The largest Coastal Financial seller in Q2 2025 was Fidelity Investments, an estimated $12.5M sold.
Based on aggregated 13F filings for Q2 2025.