Coastal Financial
205 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, 66 increasing their positions, 71 reducing their positions, and 10 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
more ownership
Funds ownership: →
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
7% less repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 71
Holders
205
Holding in Top 10
6
Calls
$5.99M
Puts
–
Top Buyers
| 1 | +$12M | |
| 2 | +$11M | |
| 3 | +$11M | |
| 4 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
+$10.2M |
| 5 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
+$7.98M |
Top Sellers
| 1 | -$12.1M | |
| 2 | -$4.85M | |
| 3 | -$4.44M | |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
-$3.95M |
| 5 |
Goldman Sachs
New York
|
-$3.76M |
