Coastal Financial
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.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
5% more funds holding
Funds holding: 169 → 177 (+8)
4.47% more ownership
Funds ownership: 68.15% → 72.63% (+4.5%)
6% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 64
Holders
177
Holding in Top 10
8
Calls
$1.51M
Puts
$253K
Top Buyers
| 1 | +$32.5M | |
| 2 | +$24.9M | |
| 3 | +$17.7M | |
| 4 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$10.9M |
| 5 |
PCM
Peregrine Capital Management
Minneapolis,
Minnesota
|
+$10.2M |
Top Sellers
| 1 | -$11.2M | |
| 2 | -$10.4M | |
| 3 | -$9.46M | |
| 4 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
-$8.69M |
| 5 |
RC
Roubaix Capital
Denver,
Colorado
|
-$4.96M |
