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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 %
JPMorgan Chase & Co
101
JPMorgan Chase & Co
New York
$644K +$14.4K +149 +2%
PA
102
Parallel Advisors
California
$579K – – –
XT
103
XTX Topco
Cayman Islands
$567K -$43.5K -449 -7%
Janus Henderson Group
104
Janus Henderson Group
United Kingdom
$480K -$604K -6,226 -56%
MFG
105
Magnus Financial Group
New York
$452K – – –
CAWM
106
Capital Advisors Wealth Management
Washington
$437K – – –
PWG
107
Portside Wealth Group
Utah
$436K +$81.3K +839 +23%
New York State Common Retirement Fund
108
New York State Common Retirement Fund
New York
$414K – – –
ASRS
109
Arizona State Retirement System
Arizona
$381K +$8.33K +86 +2%
Amundi
110
Amundi
France
$366K +$366K +3,565 New
VOYA Investment Management
111
VOYA Investment Management
Georgia
$351K +$38.5K +397 +12%
TC
112
TownSquare Capital
Utah
$344K -$1.3M -13,471 -79%
PPA
113
Painted Porch Advisors
California
$339K – – –
Millennium Management
114
Millennium Management
New York
$332K +$332K +3,431 New
JF
115
Jump Financial
Illinois
$329K +$329K +3,400 New
SFI
116
Susquehanna Fundamental Investments
Pennsylvania
$325K -$601K -6,205 -65%
FT
117
Fiduciary Trust
Massachusetts
$323K -$47.4K -489 -13%
MML Investors Services
118
MML Investors Services
Massachusetts
$306K -$45.4K -469 -13%
ATPW
119
Ashton Thomas Private Wealth
Arizona
$304K -$34.7K -358 -10%
LPL Financial
120
LPL Financial
California
$302K +$302K +3,113 New
TCM
121
Tradewinds Capital Management
Washington
$300K – – –
State Board of Administration of Florida Retirement System
122
State Board of Administration of Florida Retirement System
Florida
$299K – – –
PFSRSONJ
123
Police & Firemen's Retirement System of New Jersey
New Jersey
$262K – – –
KK
124
KLP Kapitalforvaltning
Norway
$262K +$58.1K +600 +29%
ProShare Advisors
125
ProShare Advisors
Maryland
$256K -$6.01K -62 -2%
3 4
5
6 7