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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
EC
1
EJF Capital
Virginia
$20.3M +$20.1M +930,171 New
PFPGI
2
Patriot Financial Partners GP II
Pennsylvania
$15.7M +$15.6M +719,211 New
AllianceBernstein
3
AllianceBernstein
Tennessee
$11M +$10.9M +503,082 New
ACL
4
Azora Capital LP
Florida
$8.7M +$8.63M +399,064 New
FL
5
Fourthstone LLC
Missouri
$8.25M +$8.18M +378,141 New
BCP
6
Berkeley Capital Partners
Georgia
$8.2M -$307K -14,182 -4%
Goldman Sachs
7
Goldman Sachs
New York
$7.7M +$7.63M +352,952 New
ECA
8
Endeavour Capital Advisors
Connecticut
$7.35M +$7.29M +336,940 New
MCA
9
Mendon Capital Advisors
Florida
$7.24M +$7.19M +332,349 New
CRC
10
Curi RMB Capital
Illinois
$6.69M +$6.63M +306,540 New
NPT
11
National Philanthropic Trust
Pennsylvania
$6.07M +$6.02M +278,138 New
BlackRock
12
BlackRock
New York
$5.46M +$5.41M +250,316 New
NRCM
13
North Reef Capital Management
California
$4.81M +$4.77M +220,619 New
Vanguard Group
14
Vanguard Group
Pennsylvania
$3.21M +$3.19M +147,264 New
Geode Capital Management
15
Geode Capital Management
Massachusetts
$2.85M +$2.82M +130,534 New
RA
16
Raffles Associates
New York
$2.71M +$2.69M +124,281 New
KA
17
KLCM Advisors
Wisconsin
$1.97M +$1.16M +53,428 +144%
BFG
18
Bleakley Financial Group
New Jersey
$1.92M +$1.91M +88,094 New
BFC
19
Banc Funds Company
Illinois
$1.87M -$3.5M -161,890 -65%
First Manhattan
20
First Manhattan
New York
$1.69M +$1.68M +77,638 New
EPCA
21
Elizabeth Park Capital Advisors
Ohio
$1.65M +$1.64M +75,740 New
Northern Trust
22
Northern Trust
Illinois
$916K +$909K +42,007 New
KCM
23
Kennedy Capital Management
Missouri
$874K +$867K +40,088 New
SM
24
Salzhauer Michael
$714K +$708K +32,746 New
State Street
25
State Street
Massachusetts
$587K +$582K +26,904 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.