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

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$13M
2
EGI
2
EAM Global Investors
California
$0
3
BlackRock
3
BlackRock
New York
$96.9M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$125M
5
Tudor Investment Corp
5
Tudor Investment Corp
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MCP
51
Militia Capital Partners
Nevada
$3.19M +$2.12M +21,900 +199%
Morgan Stanley
52
Morgan Stanley
New York
$3.15M -$1.47M -15,205 -32%
Barclays
53
Barclays
United Kingdom
$3.1M +$644K +6,648 +26%
CRC
54
Curi RMB Capital
Illinois
$2.91M – – –
RP
55
Riverwater Partners
Wisconsin
$2.89M -$7.27K -75 -0.3%
RHCA
56
Rosenthal Henry Capital Advisors
Indiana
$2.82M -$47.8K -493 -2%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$2.79M +$276K +2,848 +11%
Two Sigma Investments
58
Two Sigma Investments
New York
$2.65M +$698K +7,208 +36%
Swiss National Bank
59
Swiss National Bank
Switzerland
$2.52M – – –
SEI Investments
60
SEI Investments
Pennsylvania
$2.04M -$154K -1,589 -7%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$1.85M +$233K +2,401 +14%
MFS
62
Madrona Financial Services
Washington
$1.79M – – –
Truist Financial
63
Truist Financial
North Carolina
$1.78M +$164K +1,698 +10%
PRCP
64
Pacific Ridge Capital Partners
Oregon
$1.73M -$104K -1,070 -6%
CSS
65
Cubist Systematic Strategies
Connecticut
$1.7M +$1.09M +11,296 +181%
SIM
66
SummerHaven Investment Management
Connecticut
$1.68M +$16K +165 +1%
Rafferty Asset Management
67
Rafferty Asset Management
New York
$1.66M +$59.7K +616 +4%
Citigroup
68
Citigroup
New York
$1.66M -$110K -1,134 -6%
PAP
69
Persistent Asset Partners
Hong Kong
$1.59M -$521K -5,382 -25%
Jacobs Levy Equity Management
70
Jacobs Levy Equity Management
New Jersey
$1.56M -$7.85K -81 -0.5%
Ameriprise
71
Ameriprise
Minnesota
$1.4M -$237K -2,445 -14%
FBT
72
First Bank & Trust
South Dakota
$1.37M -$56.1K -579 -4%
Legal & General Group
73
Legal & General Group
United Kingdom
$1.37M +$275K +2,834 +25%
PP
74
PDT Partners
New York
$1.33M -$546K -5,639 -29%
Ohio Public Employees Retirement System (OPERS)
75
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.33M – – –
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3
4 5