Coastal Financial
CCB
177 hedge funds and large institutions have $987M invested in Coastal Financial in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 68 increasing their positions, 65 reducing their positions, and 16 closing their positions.
497% more call options, than puts
Call options by funds: $1.51M | Put options by funds: $253K
50% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 16
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
14% more capital invested
Capital invested by funds: $864M → $987M (+$123M)
5% more funds holding
Funds holding: 169 → 177 (+8)
4.47% more ownership
Funds ownership: 68.15% → 72.63% (+4.5%)
5% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 65
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$31.4M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$24.1M |
| 3 |
ACL
Azora Capital LP
Miami,
Florida
|
+$17.1M |
| 4 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$10.5M |
| 5 |
PCM
Peregrine Capital Management
Minneapolis,
Minnesota
|
+$9.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
-$10.8M |
| 2 |
JP Morgan Chase
New York
|
-$10M |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$9.15M |
| 4 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
-$8.69M |
| 5 |
RC
Roubaix Capital
Denver,
Colorado
|
-$4.96M |
CCB Hedge Fund Activity: Q1 2025 in Review
177 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Coastal Financial (CCB) for Q1 2025, worth a combined $987M — up 14% from $864M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new CCB positions and 16 closed out — a net gain of 8 holders — while 68 added to existing stakes and 65 trimmed.
The largest buyer was Westwood Holdings Group, adding an estimated $31.4M. The largest seller was Endeavour Capital Advisors, cutting an estimated $10.8M.
- 177 institutional investors held Coastal Financial (CCB) as of Q1 2025, up from 169 in Q4 2024.
- Funds reported $987M of Coastal Financial stock for Q1 2025, up 14% quarter-over-quarter.
- 24 funds opened new Coastal Financial positions in Q1 2025 and 16 closed out, a net change of +8 holders.
- The largest Coastal Financial buyer in Q1 2025 was Westwood Holdings Group, an estimated $31.4M added.
- The largest Coastal Financial seller in Q1 2025 was Endeavour Capital Advisors, an estimated $10.8M sold.
Based on aggregated 13F filings for Q1 2025.