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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 %
EC
76
EJF Capital
Virginia
$1.31M +$31.9K +329 +2%
EF
77
Empowered Funds
Pennsylvania
$1.31M +$104K +1,072 +9%
ACP
78
Arcus Capital Partners
Georgia
$1.23M +$5.13K +53 +0.4%
US Bancorp
79
US Bancorp
Minnesota
$1.14M -$7.85K -81 -0.7%
IB
80
Intrust Bank
Kansas
$1.12M -$95.2K -983 -8%
Creative Planning
81
Creative Planning
Kansas
$1.11M +$153K +1,582 +16%
Federated Hermes
82
Federated Hermes
Pennsylvania
$1.08M -$4.46K -46 -0.4%
SG Americas Securities
83
SG Americas Securities
New York
$1.04M +$425K +4,391 +69%
California State Teachers Retirement System (CalSTRS)
84
California State Teachers Retirement System (CalSTRS)
California
$1.03M – – –
T. Rowe Price Associates
85
T. Rowe Price Associates
Maryland
$1M +$91K +939 +10%
QT
86
Quantbot Technologies
New York
$924K +$103K +1,059 +12%
Citadel Advisors
87
Citadel Advisors
Florida
$912K +$482K +4,979 +112%
Two Sigma Advisers
88
Two Sigma Advisers
New York
$882K -$668K -6,900 -43%
Deutsche Bank
89
Deutsche Bank
Germany
$860K -$96.1K -992 -10%
DWM
90
Diversify Wealth Management
Utah
$859K -$254K -2,463 -23%
Nomura Holdings
91
Nomura Holdings
Japan
$770K +$770K +7,947 New
MIM
92
MetLife Investment Management
New Jersey
$748K +$43.9K +453 +6%
EA
93
Emerald Advisers
Pennsylvania
$719K +$17.3K +179 +2%
Raymond James Financial
94
Raymond James Financial
Florida
$714K +$107K +1,105 +18%
AQR Capital Management
95
AQR Capital Management
Connecticut
$701K -$568K -5,861 -45%
BNP Paribas Financial Markets
96
BNP Paribas Financial Markets
France
$692K +$472K +4,871 +215%
Mirae Asset Global ETFs Holdings
97
Mirae Asset Global ETFs Holdings
Hong Kong
$685K -$35.4K -365 -5%
IIM
98
INTECH Investment Management
Florida
$683K -$67K -692 -9%
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$665K -$32.2K -332 -5%
Wells Fargo
100
Wells Fargo
California
$650K +$58.3K +602 +10%
2 3
4
5 6