Coastal Financial
176 hedge funds and large institutions have $1.08B invested in Coastal Financial in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 61 increasing their positions, 67 reducing their positions, and 18 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
1% less funds holding
Funds holding: 177 → 176 (-1)
9% less repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 67
Holders
176
Holding in Top 10
8
Calls
$1.88M
Puts
$620K
Top Buyers
| 1 | +$23.7M | |
| 2 | +$13.5M | |
| 3 | +$5.14M | |
| 4 |
SAM
Silvercrest Asset Management
New York
|
+$5.07M |
| 5 |
RA
Royce & Associates
New York
|
+$3.64M |
Top Sellers
| 1 | -$12.5M | |
| 2 | -$5.49M | |
| 3 | -$4.01M | |
| 4 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$3.87M |
| 5 |
Tudor Investment Corp
Stamford,
Connecticut
|
-$3.75M |