Coastal Financial
181 hedge funds and large institutions have $991M invested in Coastal Financial in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 65 increasing their positions, 63 reducing their positions, and 51 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
less funds holding
Funds holding: →
32% less capital invested
Capital invested by funds: $1.46B → $991M (-$473M)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
41% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 51
Holders
181
Holding in Top 10
4
Calls
$4.13M
Puts
$586K
Top Buyers
| 1 | +$20.8M | |
| 2 | +$10.1M | |
| 3 | +$10.1M | |
| 4 |
UBS AM
Chicago,
Illinois
|
+$9.62M |
| 5 |
Millennium Management
New York
|
+$9.14M |
Top Sellers
| 1 | -$39.5M | |
| 2 | -$20.4M | |
| 3 | -$11M | |
| 4 |
RA
Royce & Associates
New York
|
-$6.16M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$5.29M |
