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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 %
Mirae Asset Global ETFs Holdings
101
Mirae Asset Global ETFs Holdings
Hong Kong
$672K 7,436 +977 +15%
MIM
102
MetLife Investment Management
New Jersey
$657K 7,272 +427 +6%
EA
103
Emerald Advisers
Pennsylvania
$655K 7,242 +1,787 +33%
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$651K 7,197 -500 -6%
JPMorgan Chase & Co
105
JPMorgan Chase & Co
New York
$587K 6,495 -114,974 -95%
SG Americas Securities
106
SG Americas Securities
New York
$574K 6,350 -167 -3%
XT
107
XTX Topco
Cayman Islands
$570K 6,301 +6,301 New
Raymond James Financial
108
Raymond James Financial
Florida
$567K 6,267 – –
CSS
109
Cubist Systematic Strategies
Connecticut
$566K 6,255 +4,225 +208%
CF
110
Corebridge Financial
Texas
$554K 6,132 +487 +9%
Wells Fargo
111
Wells Fargo
California
$552K 6,103 +685 +13%
PA
112
Parallel Advisors
California
$540K 5,978 -1,997 -25%
MFIM
113
Mesirow Financial Investment Management
Illinois
$427K 5,372 – –
MFG
114
Magnus Financial Group
New York
$422K 4,668 -805 -15%
FIA
115
FNY Investment Advisers
New York
$415K 4,600 +600 +15%
CAWM
116
Capital Advisors Wealth Management
Washington
$408K 4,514 – –
Citadel Advisors
117
Citadel Advisors
Florida
$401K 4,434 -20,091 -82%
New York State Common Retirement Fund
118
New York State Common Retirement Fund
New York
$386K 4,270 – –
ASRS
119
Arizona State Retirement System
Arizona
$348K 3,844 +524 +16%
FT
120
Fiduciary Trust
Massachusetts
$346K 3,826 -114 -3%
PWG
121
Portside Wealth Group
Utah
$331K 3,666 -1,097 -23%
MML Investors Services
122
MML Investors Services
Massachusetts
$328K 3,630 -858 -19%
ATPW
123
Ashton Thomas Private Wealth
Arizona
$316K 3,500 -904 -21%
PPA
124
Painted Porch Advisors
California
$316K 3,500 – –
NG
125
Norden Group
Utah
$302K 3,345 -417 -11%
3 4
5
6 7