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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
RP
51
Riverwater Partners
Wisconsin
$2.7M -$618K -6,830 -19%
RHCA
52
Rosenthal Henry Capital Advisors
Indiana
$2.68M -$47.1K -521 -2%
MCA
53
Mendon Capital Advisors
Florida
$2.65M -$2.65M -15,000 -50%
UBS AM
54
UBS AM
Illinois
$2.39M +$94.8K +1,048 +4%
Swiss National Bank
55
Swiss National Bank
Switzerland
$2.35M – – –
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$2.34M +$1.58M +17,530 +209%
Barclays
57
Barclays
United Kingdom
$2.29M -$199K -2,204 -8%
SEI Investments
58
SEI Investments
Pennsylvania
$2.04M +$1.36M +15,057 +199%
AIMCA
59
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2M +$2M +22,124 New
PAP
60
Persistent Asset Partners
Hong Kong
$1.97M +$287K +3,173 +17%
Two Sigma Investments
61
Two Sigma Investments
New York
$1.82M -$2.13M -23,584 -54%
PP
62
PDT Partners
New York
$1.75M +$411K +4,544 +31%
PRCP
63
Pacific Ridge Capital Partners
Oregon
$1.71M -$176K -1,942 -9%
MFS
64
Madrona Financial Services
Washington
$1.67M – – –
Citigroup
65
Citigroup
New York
$1.65M +$176K +1,946 +12%
SIM
66
SummerHaven Investment Management
Connecticut
$1.55M +$14.6K +161 +0.9%
TC
67
TownSquare Capital
Utah
$1.54M -$549K -6,075 -26%
Ameriprise
68
Ameriprise
Minnesota
$1.53M -$1.25M -13,880 -45%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$1.51M +$114K +1,262 +8%
Truist Financial
70
Truist Financial
North Carolina
$1.51M -$325K -3,593 -18%
Rafferty Asset Management
71
Rafferty Asset Management
New York
$1.49M +$465K +5,144 +45%
Jacobs Levy Equity Management
72
Jacobs Levy Equity Management
New Jersey
$1.46M -$368K -4,070 -20%
Two Sigma Advisers
73
Two Sigma Advisers
New York
$1.45M -$443K -4,900 -23%
FBT
74
First Bank & Trust
South Dakota
$1.33M -$181K -2,002 -12%
Principal Financial Group
75
Principal Financial Group
Iowa
$1.29M +$603K +6,673 +87%
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