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COSO

CoastalSouth Bancshares
COSO

53 hedge funds and large institutions have $142M invested in CoastalSouth Bancshares in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

1,667% more funds holding

Funds holding: 3 → 53 (+50)

877% more capital invested

Capital invested by funds: $14.5M → $142M (+$127M)

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

54.32% more ownership

Funds ownership: 0% → 54.32% (+54%)

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

Holders
53
Holders Change
+50
Holders Change %
+1,666.67%
% of All Funds
0.7%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
50
Increased
1
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EC
EJF Capital
Virginia
+$20.1M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$10.9M
3
ACL
Azora Capital LP
Florida
+$8.63M
4
FL
Fourthstone LLC
Missouri
+$8.18M
5
Goldman Sachs
Goldman Sachs
New York
+$7.63M

Top Sellers

Rank Fund Capital Flow
1
BFC
Banc Funds Company
Illinois
-$3.5M
2
BCP
Berkeley Capital Partners
Georgia
-$307K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$457K +$453K +20,951 New
GCM
27
Ghisallo Capital Management
Massachusetts
$436K +$433K +20,000 New
Millennium Management
28
Millennium Management
New York
$432K +$428K +19,807 New
Charles Schwab
29
Charles Schwab
California
$340K +$337K +15,582 New
EM
30
ELCO Management
New York
$242K +$240K +11,115 New
SEI Investments
31
SEI Investments
Pennsylvania
$211K +$209K +9,672 New
UBS Group
32
UBS Group
Switzerland
$193K +$191K +8,850 New
Osaic Holdings
33
Osaic Holdings
Arizona
$174K +$168K +7,750 New
Bank of America
34
Bank of America
North Carolina
$147K +$145K +6,722 New
Barclays
35
Barclays
United Kingdom
$143K +$142K +6,579 New
Deutsche Bank
36
Deutsche Bank
Germany
$108K +$107K +4,953 New
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$90.5K +$89.8K +4,151 New
Wells Fargo
38
Wells Fargo
California
$75.5K +$74.9K +3,461 New
Morgan Stanley
39
Morgan Stanley
New York
$69.8K +$69.2K +3,201 New
JP Morgan Chase
40
JP Morgan Chase
New York
$66.8K +$66.2K +3,062 New
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$48K +$47.7K +2,206 New
Mirae Asset Global ETFs Holdings
42
Mirae Asset Global ETFs Holdings
Hong Kong
$46.8K +$46.5K +2,148 New
BNP Paribas Financial Markets
43
BNP Paribas Financial Markets
France
$46.6K +$46.2K +2,137 New
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$41.4K +$41.1K +1,900 New
SO
45
STRS Ohio
Ohio
$17.4K +$17.3K +800 New
TRCT
46
Tower Research Capital (TRC)
New York
$14.9K +$14.8K +683 New
Russell Investments Group
47
Russell Investments Group
United Kingdom
$10.5K +$10.4K +483 New
Legal & General Group
48
Legal & General Group
United Kingdom
$8.63K +$8.57K +396 New
AIP
49
Ameritas Investment Partners
Nebraska
$8.42K +$8.35K +386 New
SCM
50
Sterling Capital Management
North Carolina
$6.17K +$6.12K +283 New
1
2
3

COSO Hedge Fund Activity: Q3 2025 in Review

53 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in CoastalSouth Bancshares (COSO) for Q3 2025, worth a combined $142M — up 877% from $14.5M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new COSO positions and 0 closed out — a net gain of 50 holders — while 1 added to existing stakes and 2 trimmed.

The largest buyer was EJF Capital, opening a new position worth an estimated $20.1M. The largest seller was Banc Funds Company, cutting an estimated $3.5M.

  • 53 institutional investors held CoastalSouth Bancshares (COSO) as of Q3 2025, up from 3 in Q2 2025.
  • Funds reported $142M of CoastalSouth Bancshares stock for Q3 2025, up 877% quarter-over-quarter.
  • 50 funds opened new CoastalSouth Bancshares positions in Q3 2025 and 0 closed out, a net change of +50 holders.
  • The largest CoastalSouth Bancshares buyer in Q3 2025 was EJF Capital, an estimated $20.1M added.
  • The largest CoastalSouth Bancshares seller in Q3 2025 was Banc Funds Company, an estimated $3.5M sold.

Based on aggregated 13F filings for Q3 2025.