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Coastal Financial

174 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, 60 increasing their positions, 67 reducing their positions, and 18 closing their positions.

Holders
174
Holders Change
-3
Holders Change %
-1.69%
% of All Funds
2.34%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
18
Increased
60
Reduced
67
Closed
18
Calls
$1.36M
Puts
Net Calls
+$1.36M
Net Calls Change
+$99K
Name Market Value Shares Shares
Change
Shares
Change %
MPWT
151
MassMutual Private Wealth & Trust
Connecticut
$15.7K 162
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$15K 153 -34 -18%
AF
153
Allworth Financial
California
$14.4K 149 +9 +6%
EWA
154
EverSource Wealth Advisors
Alabama
$13.6K 140 +117 +509%
Nisa Investment Advisors
155
Nisa Investment Advisors
Missouri
$13.5K 139 +130 +1,444%
BNP Paribas Asset Management
156
BNP Paribas Asset Management
France
$13K 132 +132 New
UB
157
UMB Bank
Missouri
$11.9K 123
FFA
158
Farther Finance Advisors
California
$11.8K 122 +122 New
IA
159
IFP Advisors
Florida
AssetMark Inc
160
AssetMark Inc
California
$6.01K 62 -15 -19%
RF
161
Rossby Financial
Florida
$5.52K 57
Comerica Bank
162
Comerica Bank
Texas
$3.66K 38 +29 +322%
RIL
163
Rothschild Investment LLC
Illinois
$3.39K 35
GI
164
GAMMA Investing
California
$3.29K 34 -5 -13%
SCM
165
Sterling Capital Management
North Carolina
$3K 31 +6 +24%
HCA
166
Harbor Capital Advisors
Illinois
$3K 27
C
167
Covestor
United Kingdom
$2K 24 -3 -11%
S
168
SignatureFD
Georgia
$1.74K 18 -22 -55%
MCM
169
MAI Capital Management
Ohio
$969 10 +10 New
CIAM
170
Caitong International Asset Management
Hong Kong
$581 6 +6 New
PFBT
171
Parkside Financial Bank & Trust
Missouri
$485 5 -5 -50%
TWD
172
True Wealth Design
Ohio
$291 3 +3 New
PS
173
Principal Securities
Iowa
$194 2 +2 New
SS
174
SBI Securities
Japan
$97 1
EGI
175
EAM Global Investors
California
-60,722 Closed