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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 %
Russell Investments Group
151
Russell Investments Group
United Kingdom
$22.7K +$9.86K +109 +77%
UOTTAIMCU
152
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$20.8K +$20.8K +230 New
LC
153
Lindbrook Capital
California
$18.8K +$362 +4 +2%
IAS
154
IMA Advisory Services
Colorado
$18.7K +$18.7K +207 New
TRCT
155
Tower Research Capital (TRC)
New York
$18.4K -$46.6K -515 -72%
NA
156
NewEdge Advisors
Louisiana
$18.3K – – –
Carson Wealth (CWM LLC)
157
Carson Wealth (CWM LLC)
Nebraska
$17K +$7.27K +80 +75%
VCM
158
Versant Capital Management
Arizona
$16.1K +$8.95K +99 +125%
MPWT
159
MassMutual Private Wealth & Trust
Connecticut
$14.6K -$271 -3 -2%
AF
160
Allworth Financial
California
$12.4K +$1.15K +13 +10%
UB
161
UMB Bank
Missouri
$11.1K – – –
ACM
162
Aster Capital Management
United Arab Emirates
$8.39K +$8.39K +85 New
AssetMark Inc
163
AssetMark Inc
California
$6.96K -$995 -11 -13%
RF
164
Rossby Financial
Florida
$5.02K +$5.02K +57 New
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$4.97K +$4.97K +55 New
S
166
SignatureFD
Georgia
$3.62K +$2.62K +29 +264%
GI
167
GAMMA Investing
California
$3.53K +$2.89K +32 +457%
RIL
168
Rothschild Investment LLC
Illinois
$3.16K +$904 +10 +40%
SCM
169
Sterling Capital Management
North Carolina
$2.26K -$633 -7 -22%
EWA
170
EverSource Wealth Advisors
Alabama
$2.08K +$1.36K +15 +188%
HCA
171
Harbor Capital Advisors
Illinois
$2K -$5.63K -76 -74%
C
172
Covestor
United Kingdom
$2K -$1.93K -26 -49%
PFBT
173
Parkside Financial Bank & Trust
Missouri
$906 +$906 +10 New
Nisa Investment Advisors
174
Nisa Investment Advisors
Missouri
$814 – – –
Comerica Bank
175
Comerica Bank
Texas
$812 +$812 +9 New
4 5 6
7
8