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Coastal Financial

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
Name Holding Trade Value Shares
Change
Shares
Change %
Verition Fund Management
126
Verition Fund Management
Connecticut
$256K -$575K -5,937 -69%
DFCM
127
Dark Forest Capital Management
Puerto Rico
$233K -$750K -7,741 -76%
AI
128
Atria Investments
North Carolina
$213K -$20.1K -207 -9%
Balyasny Asset Management
129
Balyasny Asset Management
Illinois
$209K +$209K +2,155 New
A
130
AlphaQuest
New York
$207K +$5.81K +60 +3%
NG
131
Norden Group
Utah
$207K -$117K -1,212 -36%
FHA
132
First Horizon Advisors
Tennessee
$198K -$1.26K -13 -0.6%
FIA
133
FNY Investment Advisers
New York
$193K -$251K -2,600 -57%
AG
134
AmeriFlex Group
Nevada
$187K
PD
135
Point72 (DIFC)
United Arab Emirates
$179K -$2.23K -23 -1%
Zurich Cantonal Bank
136
Zurich Cantonal Bank
Switzerland
$171K
BIG
137
Brooklyn Investment Group
New York
$156K +$156K +1,612 New
Point72 Asset Management
138
Point72 Asset Management
Connecticut
$136K +$136K +1,400 New
AIP
139
Ameritas Investment Partners
Nebraska
$123K
TRCT
140
Tower Research Capital (TRC)
New York
$122K +$103K +1,059 +522%
SAM
141
Shell Asset Management
Netherlands
$116K -$12.7K -131 -10%
FPF
142
First Pacific Financial
Washington
$109K -$11.4K -118 -9%
New York State Teachers Retirement System (NYSTRS)
143
New York State Teachers Retirement System (NYSTRS)
New York
$99K
Russell Investments Group
144
Russell Investments Group
United Kingdom
$80.1K +$55.8K +576 +229%
GRP
145
Global Retirement Partners
California
$54.7K +$54.7K +565 New
AB
146
Amalgamated Bank
New York
$42K
UOTTAIMCU
147
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$22.3K
IAS
148
IMA Advisory Services
Colorado
$20.1K
NA
149
NewEdge Advisors
Louisiana
$19.6K
VCM
150
Versant Capital Management
Arizona
$17.2K