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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 %
Osaic Holdings
151
Osaic Holdings
Arizona
$16.7K -$39.8K -468 -70%
MPWT
152
MassMutual Private Wealth & Trust
Connecticut
$15.7K
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$15K -$3.33K -34 -18%
AF
154
Allworth Financial
California
$14.4K +$872 +9 +6%
EWA
155
EverSource Wealth Advisors
Alabama
$13.6K +$11.3K +117 +509%
Nisa Investment Advisors
156
Nisa Investment Advisors
Missouri
$13.5K +$12.6K +130 +1,444%
BNP Paribas Asset Management
157
BNP Paribas Asset Management
France
$13K +$13K +132 New
UB
158
UMB Bank
Missouri
$11.9K
FFA
159
Farther Finance Advisors
California
$11.8K +$11.8K +122 New
IA
160
IFP Advisors
Florida
$7.65K
AssetMark Inc
161
AssetMark Inc
California
$6.01K -$1.45K -15 -19%
RF
162
Rossby Financial
Florida
$5.52K
Comerica Bank
163
Comerica Bank
Texas
$3.66K +$2.79K +29 +322%
RIL
164
Rothschild Investment LLC
Illinois
$3.39K
GI
165
GAMMA Investing
California
$3.29K -$484 -5 -13%
SCM
166
Sterling Capital Management
North Carolina
$3K +$581 +6 +24%
HCA
167
Harbor Capital Advisors
Illinois
$3K
C
168
Covestor
United Kingdom
$2K -$250 -3 -11%
S
169
SignatureFD
Georgia
$1.74K -$2.13K -22 -55%
MCM
170
MAI Capital Management
Ohio
$969 +$969 +10 New
CIAM
171
Caitong International Asset Management
Hong Kong
$581 +$581 +6 New
PFBT
172
Parkside Financial Bank & Trust
Missouri
$485 -$485 -5 -50%
TWD
173
True Wealth Design
Ohio
$291 +$291 +3 New
PS
174
Principal Securities
Iowa
$194 +$194 +2 New
SS
175
SBI Securities
Japan
$97