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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
51
$2.56M
52
$2.55M
53
$2.55M
54
$2.45M
55
$2.34M
56
$2.2M
57
$2.16M
58
$2.08M
59
$1.96M
60
$1.78M
61
$1.77M
62
$1.76M
63
$1.72M
64
$1.72M
65
$1.71M
66
$1.66M
67
$1.66M
68
$1.57M
69
$1.54M
70
$1.44M
71
$1.42M
72
$1.42M
73
$1.38M
74
$1.31M
75
$1.26M