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Coastal Financial
207 hedge funds and large institutions have $1.46B invested in Coastal Financial in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 67 increasing their positions, 71 reducing their positions, and 10 closing their positions.
New
Increased
Maintained
Reduced
Closed
260% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 10
11% more capital invested
Capital invested by funds: $1.31B → $1.46B (+$150M)
11% more funds holding
Funds holding: 186 → 207 (+21)
4.08% more ownership
Funds ownership: 80.42% → 84.5% (+4.1%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
6% less repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 71
Holders
207
Holders Change
+21
Holders Change %
+11.29%
% of All Funds
2.52%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
36
Increased
67
Reduced
71
Closed
10
Calls
$5.99M
Puts
–
Net Calls
+$5.99M
Net Calls Change
+$1.67M
Top Buyers
Top Sellers
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$12.1M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$4.85M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$4.44M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
-$3.95M |
| 5 |
Goldman Sachs
New York
|
-$3.76M |
