CoastalSouth Bancshares
COSO
66 hedge funds and large institutions have $159M invested in CoastalSouth Bancshares in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 5 closing their positions.
260% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 5
46% more capital inflows, than outflows
Capital inflows: $23.9M | Capital outflows: $16.4M
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
25% more funds holding
Funds holding: 53 → 66 (+13)
19% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 16
2.78% more ownership
Funds ownership: 54.32% → 57.11% (+2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fourthstone LLC
St Louis,
Missouri
|
+$12.9M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.93M |
| 3 |
BlackRock
New York
|
+$1.65M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$1.17M |
| 5 |
North Reef Capital Management
Laguna Beach,
California
|
+$962K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
-$6.07M |
| 2 |
Goldman Sachs
New York
|
-$2.52M |
| 3 |
Azora Capital LP
Miami,
Florida
|
-$2M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$1.74M |
| 5 |
Mendon Capital Advisors
Key Largo,
Florida
|
-$1.48M |
COSO Hedge Fund Activity: Q4 2025 in Review
66 of the 8,294 institutional investors tracked by Wall St. Rank reported a position in CoastalSouth Bancshares (COSO) for Q4 2025, worth a combined $159M — up 12% from $142M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new COSO positions and 5 closed out — a net gain of 13 holders — while 19 added to existing stakes and 16 trimmed.
The largest buyer was Fourthstone LLC, adding an estimated $12.9M. The largest seller was National Philanthropic Trust, exiting entirely with an estimated $6.07M sold.
- 66 institutional investors held CoastalSouth Bancshares (COSO) as of Q4 2025, up from 53 in Q3 2025.
- Funds reported $159M of CoastalSouth Bancshares stock for Q4 2025, up 12% quarter-over-quarter.
- 18 funds opened new CoastalSouth Bancshares positions in Q4 2025 and 5 closed out, a net change of +13 holders.
- The largest CoastalSouth Bancshares buyer in Q4 2025 was Fourthstone LLC, an estimated $12.9M added.
- The largest CoastalSouth Bancshares seller in Q4 2025 was National Philanthropic Trust, an estimated $6.07M sold.
Based on aggregated 13F filings for Q4 2025.