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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.

New
Increased
Maintained
Reduced
Closed
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
Westwood Holdings Group
Texas
$40.6M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$25.3M
3
ACL
Azora Capital LP
Florida
$53.7M
4
DCM
Driehaus Capital Management
Illinois
$19.6M
5
PCM
Peregrine Capital Management
Minnesota
$10.2M

Top Sellers

1
ECA
Endeavour Capital Advisors
Connecticut
$30M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$587K
3
KCM
Kennedy Capital Management
Missouri
$17.6M
4
PFMOSF
Philadelphia Financial Management of San Francisco
California
$0
5
RC
Roubaix Capital
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VOYA Investment Management
126
VOYA Investment Management
Georgia
$292K -$34.7K -384 -11%
TCM
127
Tradewinds Capital Management
Washington
$280K – – –
State Board of Administration of Florida Retirement System
128
State Board of Administration of Florida Retirement System
Florida
$279K – – –
Mariner
129
Mariner
Kansas
$263K +$814 +9 +0.3%
CWM
130
CIBC World Markets
New York
$251K +$251K +2,777 New
ProShare Advisors
131
ProShare Advisors
Maryland
$245K -$44.3K -490 -15%
PFSRSONJ
132
Police & Firemen's Retirement System of New Jersey
New Jersey
$244K +$28.8K +318 +13%
AI
133
Atria Investments
North Carolina
$217K +$217K +2,405 New
SSA
134
Schonfeld Strategic Advisors
New York
$208K +$208K +2,300 New
BNP Paribas Financial Markets
135
BNP Paribas Financial Markets
France
$205K -$1.67M -18,491 -89%
KK
136
KLP Kapitalforvaltning
Norway
$190K – – –
A
137
AlphaQuest
New York
$188K +$188K +2,079 New
FHA
138
First Horizon Advisors
Tennessee
$186K -$28.1K -311 -13%
AG
139
AmeriFlex Group
Nevada
$174K – – –
PD
140
Point72 (DIFC)
United Arab Emirates
$169K +$128K +1,420 +318%
CCM
141
Coldstream Capital Management
Washington
$167K +$167K +1,844 New
Zurich Cantonal Bank
142
Zurich Cantonal Bank
Switzerland
$160K – – –
SAM
143
Shell Asset Management
Netherlands
$120K -$812 -9 -0.7%
AIP
144
Ameritas Investment Partners
Nebraska
$114K +$17.2K +190 +18%
UFF
145
USA Financial Formulas
Michigan
$113K -$16.9K -187 -13%
FPF
146
First Pacific Financial
Washington
$113K – – –
New York State Teachers Retirement System (NYSTRS)
147
New York State Teachers Retirement System (NYSTRS)
New York
$92K – – –
Osaic Holdings
148
Osaic Holdings
Arizona
$60K +$23.7K +262 +65%
AB
149
Amalgamated Bank
New York
$39K +$5.88K +65 +18%
QCG
150
Quadrant Capital Group
Ohio
$26.5K +$3.44K +38 +15%
4 5
6
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