Coastal Financial
184 hedge funds and large institutions have $1.31B invested in Coastal Financial in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 54 increasing their positions, 70 reducing their positions, and 22 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
more funds holding
Funds holding: →
23% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 70
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
Holders
184
Holding in Top 10
6
Calls
$4.33M
Puts
–
Top Buyers
| 1 | +$24.8M | |
| 2 | +$21M | |
| 3 | +$16.9M | |
| 4 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$15.2M |
| 5 |
UBS AM
Chicago,
Illinois
|
+$14.3M |
Top Sellers
| 1 | -$17.3M | |
| 2 | -$15.2M | |
| 3 | -$9.81M | |
| 4 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$7.61M |
| 5 |
BFM
Boothbay Fund Management
New York
|
-$5.22M |
