Coastal Financial
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCPM
Cooper Creek Partners Management
New York
|
+$20.8M |
| 2 |
State Street
Boston,
Massachusetts
|
+$10.1M |
| 3 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
+$10.1M |
| 4 |
UBS AM
Chicago,
Illinois
|
+$9.62M |
| 5 |
Millennium Management
New York
|
+$9.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$39.5M |
| 2 |
NCGI
Next Century Growth Investors
Plymouth,
Minnesota
|
-$20.4M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$11M |
| 4 |
RA
Royce & Associates
New York
|
-$6.16M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$5.29M |
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.