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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.

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
1
Westwood Holdings Group
Texas
$40.6M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$25.3M
3
ACL
3
Azora Capital LP
Florida
$53.7M
4
DCM
4
Driehaus Capital Management
Illinois
$19.6M
5
PCM
5
Peregrine Capital Management
Minnesota
$10.2M

Top Sellers

1
ECA
1
Endeavour Capital Advisors
Connecticut
$30M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$587K
3
KCM
3
Kennedy Capital Management
Missouri
$17.6M
4
PFMOSF
4
Philadelphia Financial Management of San Francisco
California
$0
5
RC
5
Roubaix Capital
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$121M 1,339,269 +16,944 +1%
BlackRock
2
BlackRock
New York
$94.7M 1,047,333 -22,360 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$66.8M 739,322 +53,937 +8%
ACL
4
Azora Capital LP
Florida
$53.7M 594,142 +196,148 +49%
WHG
5
Westwood Holdings Group
Texas
$40.6M 449,113 +359,371 +400%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$40.3M 446,213 -10,674 -2%
State Street
7
State Street
Massachusetts
$36.3M 401,377 +48,784 +14%
Manulife (Manufacturers Life Insurance)
8
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$34.7M 383,632 -1,801 -0.5%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$31.4M 347,818 -15,491 -4%
ECA
10
Endeavour Capital Advisors
Connecticut
$30M 331,291 -123,938 -27%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$26.9M 297,635 +39,128 +15%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$25.3M 279,509 +275,875 +7,591%
GKIM
13
GW&K Investment Management
Massachusetts
$25.1M 277,950 -25,518 -8%
DCM
14
Driehaus Capital Management
Illinois
$19.6M 216,882 +120,667 +125%
American Century Companies
15
American Century Companies
Missouri
$18.7M 206,433 +49,195 +31%
KCM
16
Kennedy Capital Management
Missouri
$17.6M 194,773 -104,683 -35%
ACM
17
Advisors Capital Management
New Jersey
$12.6M 139,895 -19,581 -12%
AllianceBernstein
18
AllianceBernstein
Tennessee
$12M 132,780 -11,584 -8%
Northern Trust
19
Northern Trust
Illinois
$10.5M 116,160 +9,015 +8%
PCM
20
Peregrine Capital Management
Minnesota
$10.2M 112,594 +112,594 New
State of Wisconsin Investment Board
21
State of Wisconsin Investment Board
Wisconsin
$9.69M 107,216 +3,847 +4%
RA
22
Royce & Associates
New York
$9.61M 106,339 +16,785 +19%
Charles Schwab
23
Charles Schwab
California
$8.94M 98,858 +5,899 +6%
BFM
24
Boothbay Fund Management
New York
$8.29M 91,715 -30,415 -25%
SCA
25
Stieven Capital Advisors
Missouri
$8M 88,471 -13,742 -13%
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