Coastal Financial
205 hedge funds and large institutions have $1.46B invested in Coastal Financial in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 66 increasing their positions, 71 reducing their positions, and 9 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 funds holding
Funds holding: →
more ownership
Funds ownership: →
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
7% less repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 71
Holders
205
Holding in Top 10
6
Calls
$5.99M
Puts
–
Top Buyers
| 1 | +$12M | |
| 2 | +$11M | |
| 3 | +$11M | |
| 4 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
+$10.2M |
| 5 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
+$7.98M |
Top Sellers
| 1 | -$12.1M | |
| 2 | -$4.85M | |
| 3 | -$4.44M | |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
-$3.95M |
| 5 |
Goldman Sachs
New York
|
-$3.76M |
