Coastal Financial
CCB
208 hedge funds and large institutions have $1.46B invested in Coastal Financial in 2025 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 67 increasing their positions, 71 reducing their positions, and 10 closing their positions.
270% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 10
107% more capital inflows, than outflows
Capital inflows: $134M | Capital outflows: $65M
12% more funds holding
Funds holding: 186 → 208 (+22)
4.09% more ownership
Funds ownership: 80.42% → 84.51% (+4.1%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
6% less repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 71
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brevan Howard Capital Management
St. Helier,
Jersey
|
+$12M |
| 2 |
NCGI
Next Century Growth Investors
Plymouth,
Minnesota
|
+$11M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$11M |
| 4 |
Emerald Advisers
Leola,
Pennsylvania
|
+$10.2M |
| 5 |
Segall Bryant & Hamill
Chicago,
Illinois
|
+$7.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$12.1M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$4.85M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$4.44M |
| 4 |
Janus Henderson Group
London,
|
-$3.95M |
| 5 |
Goldman Sachs
New York
|
-$3.76M |
CCB Hedge Fund Activity: Q4 2025 in Review
208 of the 8,288 institutional investors tracked by Wall St. Rank reported a position in Coastal Financial (CCB) for Q4 2025, worth a combined $1.46B — up 11% from $1.31B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new CCB positions and 10 closed out — a net gain of 27 holders — while 67 added to existing stakes and 71 trimmed.
The largest buyer was Brevan Howard Capital Management, opening a new position worth an estimated $12M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $12.1M.
- 208 institutional investors held Coastal Financial (CCB) as of Q4 2025, up from 186 in Q3 2025.
- Funds reported $1.46B of Coastal Financial stock for Q4 2025, up 11% quarter-over-quarter.
- 37 funds opened new Coastal Financial positions in Q4 2025 and 10 closed out, a net change of +27 holders.
- The largest Coastal Financial buyer in Q4 2025 was Brevan Howard Capital Management, an estimated $12M added.
- The largest Coastal Financial seller in Q4 2025 was T. Rowe Price Investment Management, an estimated $12.1M sold.
Based on aggregated 13F filings for Q4 2025.