Coastal Financial
CCB
194 hedge funds and large institutions have $993M invested in Coastal Financial in 2026 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 71 increasing their positions, 64 reducing their positions, and 17 closing their positions.
314% more call options, than puts
Call options by funds: $3.56M | Put options by funds: $860K
82% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 17
11% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 64
6% more funds holding
Funds holding: 183 → 194 (+11)
0% more capital invested
Capital invested by funds: $991M → $993M (+$1.73M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1.23% less ownership
Funds ownership: 85.24% → 84.01% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$13.5M |
| 2 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
+$11.7M |
| 3 |
BlackRock
New York
|
+$9.64M |
| 4 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$5.9M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$4.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$25.2M |
| 2 |
ACL
Azora Capital LP
Miami,
Florida
|
-$15.1M |
| 3 |
UBS AM
Chicago,
Illinois
|
-$14.5M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$6.5M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$3.12M |
CCB Hedge Fund Activity: Q2 2026 in Review
194 of the 8,317 institutional investors tracked by Wall St. Rank reported a position in Coastal Financial (CCB) for Q2 2026, worth a combined $993M — up 0.18% from $991M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new CCB positions and 17 closed out — a net gain of 14 holders — while 71 added to existing stakes and 64 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $13.5M. The largest seller was Westwood Holdings Group, exiting entirely with an estimated $25.2M sold.
- 194 institutional investors held Coastal Financial (CCB) as of Q2 2026, up from 183 in Q1 2026.
- Funds reported $993M of Coastal Financial stock for Q2 2026, up 0.18% quarter-over-quarter.
- 31 funds opened new Coastal Financial positions in Q2 2026 and 17 closed out, a net change of +14 holders.
- The largest Coastal Financial buyer in Q2 2026 was Citadel Advisors, an estimated $13.5M added.
- The largest Coastal Financial seller in Q2 2026 was Westwood Holdings Group, an estimated $25.2M sold.
Based on aggregated 13F filings for Q2 2026.