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Coastal Financial
CCB

182 hedge funds and large institutions have $991M invested in Coastal Financial in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 65 increasing their positions, 63 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

605% more call options, than puts

Call options by funds: $4.13M | Put options by funds: $586K

3% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 63

0.72% more ownership

Funds ownership: 84.5% → 85.22% (+0.72%)

12% less funds holding

Funds holding: 207 → 182 (-25)

32% less capital invested

Capital invested by funds: $1.46B → $991M (-$473M)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

41% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 51

Holders
182
Holders Change
-25
Holders Change %
-12.08%
% of All Funds
2.24%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
30
Increased
65
Reduced
63
Closed
51
Calls
$4.13M
Puts
$586K
Net Calls
+$3.55M
Net Calls Change
-$2.45M

Top Buyers

1
CCPM
Cooper Creek Partners Management
New York
+$20.8M
2
State Street
State Street
Massachusetts
+$10.1M
3
ECA
Endeavour Capital Advisors
Connecticut
+$10.1M
4
UBS AM
UBS AM
Illinois
+$9.62M
5
Millennium Management
Millennium Management
New York
+$9.14M

Top Sellers

1
DCM
Driehaus Capital Management
Illinois
-$39.5M
2
NCGI
Next Century Growth Investors
Minnesota
-$20.4M
3
American Century Companies
American Century Companies
Missouri
-$11M
4
RA
Royce & Associates
New York
-$6.16M
5
Invesco
Invesco
Georgia
-$5.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
GCWM
51
Graham Capital Wealth Management
District of Columbia
$3.8M +$4.51M +49,879 New
First Trust Advisors
52
First Trust Advisors
Illinois
$3.71M +$448K +4,954 +11%
MCM
53
Militia Capital Management
Texas
$3.7M +$4.39M +48,559 New
Franklin Resources
54
Franklin Resources
California
$3.47M +$985K +10,902 +31%
NAMI
55
Nomura Asset Management International
Pennsylvania
$3.43M +$438K +4,847 +12%
BCI
56
Brinker Capital Investments
Pennsylvania
$3.27M -$293K -3,242 -7%
N
57
Nuveen
North Carolina
$2.76M -$3.7M -40,901 -53%
Bank of New York Mellon
58
Bank of New York Mellon
New York
$2.73M +$5.15K +57 +0.2%
SEI Investments
59
SEI Investments
Pennsylvania
$2.53M -$182K -2,019 -6%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$2.47M -$56.5K -625 -2%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$2.45M +$2.89M +32,012 +16,938%
Jane Street
62
Jane Street
New York
$2.38M +$2.82M +31,232 New
Barclays
63
Barclays
United Kingdom
$2.35M +$460K +5,093 +20%
Victory Capital Management
64
Victory Capital Management
Texas
$2.24M +$813 +9 +0%
RHCA
65
Rosenthal Henry Capital Advisors
Indiana
$2.21M – – –
ECM
66
ExodusPoint Capital Management
New York
$2.08M +$2.47M +27,313 New
Swiss National Bank
67
Swiss National Bank
Switzerland
$2.04M – – –
XT
68
XTX Topco
Cayman Islands
$1.98M +$2M +22,146 +563%
QCM
69
Quantinno Capital Management
New York
$1.93M +$2.09M +23,125 +1,027%
YIH
70
Y-Intercept (HK)
Hong Kong
$1.88M +$2.24M +24,768 New
PAP
71
Persistent Asset Partners
Hong Kong
$1.88M +$835K +9,237 +60%
Balyasny Asset Management
72
Balyasny Asset Management
Illinois
$1.83M +$1.95M +21,528 +839%
GLA
73
Great Lakes Advisors
Illinois
$1.77M +$631K +6,987 +43%
Renaissance Technologies
74
Renaissance Technologies
New York
$1.72M +$2.04M +22,600 New
Rafferty Asset Management
75
Rafferty Asset Management
New York
$1.6M +$462K +5,110 +32%
1 2
3
4 5

CCB Hedge Fund Activity: Q1 2026 in Review

182 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Coastal Financial (CCB) for Q1 2026, worth a combined $991M — down 32% from $1.46B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of CCB and 30 opened new positions — a net loss of 21 holders — while 63 trimmed existing stakes and 65 added.

The largest buyer was Cooper Creek Partners Management, adding an estimated $20.8M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $39.5M sold.

  • 182 institutional investors held Coastal Financial (CCB) as of Q1 2026, down from 207 in Q4 2025.
  • Funds reported $991M of Coastal Financial stock for Q1 2026, down 32% quarter-over-quarter.
  • 30 funds opened new Coastal Financial positions in Q1 2026 and 51 closed out, a net change of -21 holders.
  • The largest Coastal Financial buyer in Q1 2026 was Cooper Creek Partners Management, an estimated $20.8M added.
  • The largest Coastal Financial seller in Q1 2026 was Driehaus Capital Management, an estimated $39.5M sold.

Based on aggregated 13F filings for Q1 2026.