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CoastalSouth Bancshares
COSO

3 hedge funds and large institutions have $14.5M invested in CoastalSouth Bancshares in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

5.67% more ownership

Funds ownership: 0% → 5.67% (+5.7%)

Holders
3
Holders Change
+3
Holders Change %
–
% of All Funds
0.04%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Berkeley Capital Partners
Berkeley Capital Partners
Georgia
+$8.45M
2
Banc Funds Company
Banc Funds Company
Illinois
+$5.27M
3
KLCM Advisors
KLCM Advisors
Wisconsin
+$789K

Top Sellers

No sellers this quarter

COSO Hedge Fund Activity: Q2 2025 in Review

3 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in CoastalSouth Bancshares (COSO) for Q2 2025, worth a combined $14.5M.

Buyers outnumbered sellers: 3 funds opened new COSO positions and 0 closed out — a net gain of 3 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Berkeley Capital Partners, opening a new position worth an estimated $8.45M.

  • 3 institutional investors held CoastalSouth Bancshares (COSO) as of Q2 2025, up from 0 in Q1 2025.
  • Funds reported $14.5M of CoastalSouth Bancshares stock for Q2 2025.
  • 3 funds opened new CoastalSouth Bancshares positions in Q2 2025 and 0 closed out, a net change of +3 holders.
  • The largest CoastalSouth Bancshares buyer in Q2 2025 was Berkeley Capital Partners, an estimated $8.45M added.

Based on aggregated 13F filings for Q2 2025.