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Coinbase

621 hedge funds and large institutions have $7.84B invested in Coinbase in 2023 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 217 increasing their positions, 148 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 148

19% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 68

9% more capital invested

Capital invested by funds: $7.22B → $7.84B (+$626M)

1% more funds holding

Funds holding: 614621 (+7)

0.34% more ownership

Funds ownership: 58.29%58.64% (+0.34%)

7% less funds holding in top 10

Funds holding in top 10: 2826 (-2)

21% less call options, than puts

Call options by funds: $1.62B | Put options by funds: $2.03B

Holders
621
Holders Change
+7
Holders Change %
+1.14%
% of All Funds
9.75%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.41%
New
81
Increased
217
Reduced
148
Closed
68
Calls
$1.62B
Puts
$2.03B
Net Calls
-$417M
Net Calls Change
+$264M
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
276
Trellis Wealth Advisors
California
$522K
KPWS
277
Kestra Private Wealth Services
Texas
$515K +$2.03K +34 +0.5%
KAS
278
Kestra Advisory Services
Texas
$504K -$13.4K -225 -3%
CBFP
279
Cedar Brook Financial Partners
Ohio
$502K +$19K +318 +5%
WANY
280
Wealthspire Advisors (New York)
New York
$501K +$418K +7,005 New
KOC
281
Koss-Olinger Consulting
Florida
$498K +$2.5K +42 +0.6%
Verition Fund Management
282
Verition Fund Management
Connecticut
$497K
DU
283
Delphia (USA)
Ontario, Canada
$497K +$115K +1,927 +38%
National Bank of Canada
284
National Bank of Canada
Quebec, Canada
$492K -$25M -419,436 -98%
Cerity Partners
285
Cerity Partners
New York
$491K +$83.7K +1,403 +26%
IIM
286
INTECH Investment Management
Florida
$481K +$401K +6,722 New
WS
287
Wedbush Securities
California
$480K -$50.6K -848 -11%
SW
288
SteelPeak Wealth
California
$479K +$122K +2,051 +44%
UCMOK
289
United Capital Management of KS
Kansas
$476K +$71.1K +1,192 +22%
AGC
290
Aspen Grove Capital
Colorado
$475K +$1.37K +23 +0.3%
VWA
291
V Wealth Advisors
Kansas
$473K +$92.4K +1,549 +31%
V
292
Veritable
Delaware
$471K +$3.82K +64 +1%
XT
293
XTX Topco
Cayman Islands
$465K +$144K +2,408 +59%
IWM
294
IHT Wealth Management
Illinois
$461K +$10.3K +173 +3%
BHCM
295
Boulder Hill Capital Management
New York
$458K -$388K -6,500 -50%
NL
296
NWAM LLC
Washington
$450K +$375K +6,291 New
BPA
297
Beacon Pointe Advisors
California
$447K -$18.7K -314 -5%
NP
298
Nilsine Partners
Colorado
$444K +$1.31K +22 +0.4%
EH
299
Equitable Holdings
New York
$441K +$115K +1,933 +46%
Carson Wealth (CWM LLC)
300
Carson Wealth (CWM LLC)
Nebraska
$434K +$73.4K +1,230 +25%

COIN Hedge Fund Activity: Q2 2023 in Review

621 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Coinbase (COIN) for Q2 2023, worth a combined $7.84B — up 8.7% from $7.22B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new COIN positions and 68 closed out — a net gain of 13 holders — while 217 added to existing stakes and 148 trimmed.

The largest buyer was Jane Street, adding an estimated $85.9M. The largest seller was Fidelity Investments, cutting an estimated $369M.

  • 621 institutional investors held Coinbase (COIN) as of Q2 2023, up from 614 in Q1 2023.
  • Funds reported $7.84B of Coinbase stock for Q2 2023, up 8.7% quarter-over-quarter.
  • 81 funds opened new Coinbase positions in Q2 2023 and 68 closed out, a net change of +13 holders.
  • The largest Coinbase buyer in Q2 2023 was Jane Street, an estimated $85.9M added.
  • The largest Coinbase seller in Q2 2023 was Fidelity Investments, an estimated $369M sold.

Based on aggregated 13F filings for Q2 2023.