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Coastal Financial
CCB

Overview Fund Activity

177 hedge funds and large institutions have $987M invested in Coastal Financial in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 68 increasing their positions, 64 reducing their positions, and 16 closing their positions.

Holders
177
Holders Change
+8
Holders Change %
+4.73%
% of All Funds
2.4%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
25
Increased
68
Reduced
64
Closed
16
Calls
$1.51M
Puts
$253K
Net Calls
+$1.26M
Net Calls Change
+$976K

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$40.6M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$25.3M
3
ACL
3
Azora Capital LP
Florida
$53.7M
4
DCM
4
Driehaus Capital Management
Illinois
$19.6M
5
PCM
5
Peregrine Capital Management
Minnesota
$10.2M

Top Sellers

1
ECA
1
Endeavour Capital Advisors
Connecticut
$30M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$587K
3
KCM
3
Kennedy Capital Management
Missouri
$17.6M
4
PFMOSF
4
Philadelphia Financial Management of San Francisco
California
$0
5
RC
5
Roubaix Capital
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
76
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.24M 13,742 +8,462 +160%
EC
77
EJF Capital
Virginia
$1.2M 13,218 -6,942 -34%
AQR Capital Management
78
AQR Capital Management
Connecticut
$1.18M 13,102 +473 +4%
ACP
79
Arcus Capital Partners
Georgia
$1.14M 12,619 +12,619 New
IB
80
Intrust Bank
Kansas
$1.14M 12,557 -1,124 -8%
EF
81
Empowered Funds
Pennsylvania
$1.12M 12,439 +848 +7%
US Bancorp
82
US Bancorp
Minnesota
$1.07M 11,831 +900 +8%
Legal & General Group
83
Legal & General Group
United Kingdom
$1.02M 11,315 -328 -3%
Federated Hermes
84
Federated Hermes
Pennsylvania
$1.01M 11,205 -128 -1%
Janus Henderson Group
85
Janus Henderson Group
United Kingdom
$1.01M 11,172 -57 -0.5%
MCP
86
Militia Capital Partners
Nevada
$995K 11,000 +2,000 +22%
California State Teachers Retirement System (CalSTRS)
87
California State Teachers Retirement System (CalSTRS)
California
$964K 10,659 – –
ECM
88
ExodusPoint Capital Management
New York
$944K 10,445 -39,201 -79%
DWM
89
Diversify Wealth Management
Utah
$942K 10,808 -3,275 -23%
DFCM
90
Dark Forest Capital Management
Puerto Rico
$917K 10,147 +10,147 New
Creative Planning
91
Creative Planning
Kansas
$894K 9,884 +2,132 +28%
Deutsche Bank
92
Deutsche Bank
Germany
$892K 9,866 -940 -9%
SFI
93
Susquehanna Fundamental Investments
Pennsylvania
$864K 9,559 +709 +8%
T. Rowe Price Associates
94
T. Rowe Price Associates
Maryland
$850K 9,398 +861 +10%
First Trust Advisors
95
First Trust Advisors
Illinois
$821K 9,077 +780 +9%
SC
96
SummitTX Capital
Texas
$780K 8,630 +8,630 New
Verition Fund Management
97
Verition Fund Management
Connecticut
$776K 8,579 +8,579 New
QT
98
Quantbot Technologies
New York
$766K 8,476 +8,393 +10,112%
IIM
99
INTECH Investment Management
Florida
$700K 7,747 +2,923 +61%
Los Angeles Capital Management
100
Los Angeles Capital Management
California
$681K 7,534 -21,303 -74%
2 3
4
5 6