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Coastal Financial
CCB

169 hedge funds and large institutions have $864M invested in Coastal Financial in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 60 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

669% more call options, than puts

Call options by funds: $323K | Put options by funds: $42K

200% more funds holding in top 10

Funds holding in top 10: 2 → 6 (+4)

141% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 17

90% more capital invested

Capital invested by funds: $455M → $864M (+$409M)

22% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 49

16% more funds holding

Funds holding: 146 → 169 (+23)

5.56% more ownership

Funds ownership: 62.6% → 68.15% (+5.6%)

Holders
169
Holders Change
+23
Holders Change %
+15.75%
% of All Funds
2.23%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
41
Increased
60
Reduced
49
Closed
17
Calls
$323K
Puts
$42K
Net Calls
+$281K
Net Calls Change
+$76K

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$29.6M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$29.2M
3
ACL
Azora Capital LP
Florida
+$27.8M
4
DCM
Driehaus Capital Management
Illinois
+$6.71M
5
WHG
Westwood Holdings Group
Texas
+$6.26M

Top Sellers

1
ECA
Endeavour Capital Advisors
Connecticut
-$20.5M
2
JAM
Jacobs Asset Management
New York
-$5.4M
3
BlackRock
BlackRock
New York
-$3.33M
4
EC
EJF Capital
Virginia
-$2.03M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$1.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
IB
76
Intrust Bank
Kansas
$1.16M -$30.3K -434 -3%
DWM
77
Diversify Wealth Management
Utah
$1.12M -$115K -1,647 -10%
AQR Capital Management
78
AQR Capital Management
Connecticut
$1.07M +$17.7K +254 +2%
Legal & General Group
79
Legal & General Group
United Kingdom
$989K +$105K +1,505 +15%
EF
80
Empowered Funds
Pennsylvania
$984K +$35.4K +507 +5%
Rafferty Asset Management
81
Rafferty Asset Management
New York
$963K +$36.8K +528 +5%
Federated Hermes
82
Federated Hermes
Pennsylvania
$962K +$780K +11,175 +7,073%
Janus Henderson Group
83
Janus Henderson Group
United Kingdom
$954K -$12.7K -182 -2%
US Bancorp
84
US Bancorp
Minnesota
$928K +$1.88K +27 +0.2%
Deutsche Bank
85
Deutsche Bank
Germany
$918K +$259K +3,705 +52%
California State Teachers Retirement System (CalSTRS)
86
California State Teachers Retirement System (CalSTRS)
California
$905K -$7.68K -110 -1%
MCP
87
Militia Capital Partners
Nevada
$764K +$628K +9,000 New
SFI
88
Susquehanna Fundamental Investments
Pennsylvania
$751K +$618K +8,850 New
T. Rowe Price Associates
89
T. Rowe Price Associates
Maryland
$725K +$596K +8,537 New
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$711K +$277K +3,974 +90%
First Trust Advisors
91
First Trust Advisors
Illinois
$704K +$10.9K +156 +2%
PA
92
Parallel Advisors
California
$677K -$2.09K -30 -0.4%
Creative Planning
93
Creative Planning
Kansas
$658K +$156K +2,239 +41%
Royal Bank of Canada
94
Royal Bank of Canada
Ontario, Canada
$653K +$152K +2,174 +39%
Principal Financial Group
95
Principal Financial Group
Iowa
$648K +$45.6K +653 +9%
SEI Investments
96
SEI Investments
Pennsylvania
$641K +$527K +7,552 New
MIM
97
MetLife Investment Management
New Jersey
$581K +$53.3K +764 +13%
SG Americas Securities
98
SG Americas Securities
New York
$553K +$36.4K +522 +9%
Mirae Asset Global ETFs Holdings
99
Mirae Asset Global ETFs Holdings
Hong Kong
$548K +$23.9K +343 +6%
Raymond James Financial
100
Raymond James Financial
Florida
$532K +$437K +6,267 New
2 3
4
5 6

CCB Hedge Fund Activity: Q4 2024 in Review

169 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Coastal Financial (CCB) for Q4 2024, worth a combined $864M — up 90% from $455M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new CCB positions and 17 closed out — a net gain of 24 holders — while 60 added to existing stakes and 49 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $29.6M. The largest seller was Endeavour Capital Advisors, cutting an estimated $20.5M.

  • 169 institutional investors held Coastal Financial (CCB) as of Q4 2024, up from 146 in Q3 2024.
  • Funds reported $864M of Coastal Financial stock for Q4 2024, up 90% quarter-over-quarter.
  • 41 funds opened new Coastal Financial positions in Q4 2024 and 17 closed out, a net change of +24 holders.
  • The largest Coastal Financial buyer in Q4 2024 was T. Rowe Price Investment Management, an estimated $29.6M added.
  • The largest Coastal Financial seller in Q4 2024 was Endeavour Capital Advisors, an estimated $20.5M sold.

Based on aggregated 13F filings for Q4 2024.