Coastal Financial
CCB
186 hedge funds and large institutions have $1.31B invested in Coastal Financial in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 54 increasing their positions, 71 reducing their positions, and 23 closing their positions.
48% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 23
21% more capital invested
Capital invested by funds: $1.08B → $1.31B (+$230M)
5.93% more ownership
Funds ownership: 74.49% → 80.42% (+5.9%)
6% more funds holding
Funds holding: 176 → 186 (+10)
24% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 71
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$24.3M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$20.5M |
| 3 |
RIM
Ranger Investment Management
Dallas,
Texas
|
+$16.6M |
| 4 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$14.9M |
| 5 |
UBS AM
Chicago,
Illinois
|
+$14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACL
Azora Capital LP
Miami,
Florida
|
-$17M |
| 2 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
-$14.8M |
| 3 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
-$9.61M |
| 4 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$7.45M |
| 5 |
BFM
Boothbay Fund Management
New York
|
-$5.12M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIA
201
FNY Investment Advisers
New York
| – | -$193K | -2,000 | Closed |
|
|
BIG
202
Brooklyn Investment Group
Brooklyn,
New York
| – | -$156K | -1,612 | Closed |
|
203
Point72 Asset Management
Stamford,
Connecticut
| – | -$136K | -1,400 | Closed |
|
204
New York State Teachers Retirement System (NYSTRS)
Albany,
New York
| – | -$99K | -1,019 | Closed |
|
205
BNP Paribas Asset Management
Paris,
France
| – | -$13K | -132 | Closed |
|
|
MCM
206
MAI Capital Management
Independence,
Ohio
| – | -$969 | -10 | Closed |
|
|
CIAM
207
Caitong International Asset Management
Hong Kong
| – | -$581 | -6 | Closed |
|
|
SS
208
SBI Securities
Tokyo,
Japan
| – | -$97 | -1 | Closed |
|
CCB Hedge Fund Activity: Q3 2025 in Review
186 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Coastal Financial (CCB) for Q3 2025, worth a combined $1.31B — up 21% from $1.08B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new CCB positions and 23 closed out — a net gain of 11 holders — while 54 added to existing stakes and 71 trimmed.
The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $24.3M. The largest seller was Azora Capital LP, cutting an estimated $17M.
- 186 institutional investors held Coastal Financial (CCB) as of Q3 2025, up from 176 in Q2 2025.
- Funds reported $1.31B of Coastal Financial stock for Q3 2025, up 21% quarter-over-quarter.
- 34 funds opened new Coastal Financial positions in Q3 2025 and 23 closed out, a net change of +11 holders.
- The largest Coastal Financial buyer in Q3 2025 was Loomis, Sayles & Company, an estimated $24.3M added.
- The largest Coastal Financial seller in Q3 2025 was Azora Capital LP, an estimated $17M sold.
Based on aggregated 13F filings for Q3 2025.