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Coastal Financial
CCB

Overview Fund Activity

174 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, 60 increasing their positions, 67 reducing their positions, and 18 closing their positions.

Holders
174
Holders Change
-3
Holders Change %
-1.69%
% of All Funds
2.34%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
18
Increased
60
Reduced
67
Closed
18
Calls
$1.36M
Puts
–
Net Calls
+$1.36M
Net Calls Change
+$99K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$46.7M
2
ACL
2
Azora Capital LP
Florida
$72.8M
3
JC
3
JCSD Capital
California
$12.6M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$6.66M
5
SAM
5
Silvercrest Asset Management
New York
$5.69M

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 Market Value Shares Shares
Change 		Shares
Change %
PA
101
Parallel Advisors
California
$579K 5,978 – –
XT
102
XTX Topco
Cayman Islands
$567K 5,852 -449 -7%
Janus Henderson Group
103
Janus Henderson Group
United Kingdom
$480K 4,946 -6,226 -56%
MFG
104
Magnus Financial Group
New York
$452K 4,668 – –
CAWM
105
Capital Advisors Wealth Management
Washington
$437K 4,514 – –
PWG
106
Portside Wealth Group
Utah
$436K 4,505 +839 +23%
New York State Common Retirement Fund
107
New York State Common Retirement Fund
New York
$414K 4,270 – –
ASRS
108
Arizona State Retirement System
Arizona
$381K 3,930 +86 +2%
Amundi
109
Amundi
France
$366K 3,565 +3,565 New
VOYA Investment Management
110
VOYA Investment Management
Georgia
$351K 3,625 +397 +12%
TC
111
TownSquare Capital
Utah
$344K 3,546 -13,471 -79%
PPA
112
Painted Porch Advisors
California
$339K 3,500 – –
Millennium Management
113
Millennium Management
New York
$332K 3,431 +3,431 New
JF
114
Jump Financial
Illinois
$329K 3,400 +3,400 New
SFI
115
Susquehanna Fundamental Investments
Pennsylvania
$325K 3,354 -6,205 -65%
FT
116
Fiduciary Trust
Massachusetts
$323K 3,337 -489 -13%
MML Investors Services
117
MML Investors Services
Massachusetts
$306K 3,161 -469 -13%
ATPW
118
Ashton Thomas Private Wealth
Arizona
$304K 3,142 -358 -10%
LPL Financial
119
LPL Financial
California
$302K 3,113 +3,113 New
TCM
120
Tradewinds Capital Management
Washington
$300K 3,100 – –
State Board of Administration of Florida Retirement System
121
State Board of Administration of Florida Retirement System
Florida
$299K 3,090 – –
PFSRSONJ
122
Police & Firemen's Retirement System of New Jersey
New Jersey
$262K 2,701 – –
KK
123
KLP Kapitalforvaltning
Norway
$262K 2,700 +600 +29%
ProShare Advisors
124
ProShare Advisors
Maryland
$256K 2,646 -62 -2%
Verition Fund Management
125
Verition Fund Management
Connecticut
$256K 2,642 -5,937 -69%
3 4
5
6 7