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Coinbase

609 hedge funds and large institutions have $7.21B invested in Coinbase in 2023 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 156 increasing their positions, 170 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
609
Holders Change
+44
Holders Change %
+7.79%
% of All Funds
9.75%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.45%
New
130
Increased
156
Reduced
170
Closed
72
Calls
$1.53B
Puts
$2.21B
Net Calls
-$681M
Net Calls Change
-$526M
Name Holding Trade Value Shares
Change
Shares
Change %
IAA
301
Independent Advisor Alliance
North Carolina
$376K +$376K +5,560 New
Franklin Resources
302
Franklin Resources
California
$372K +$372K +5,499 New
Cerity Partners
303
Cerity Partners
New York
$369K -$27.8K -411 -7%
UCMOK
304
United Capital Management of KS
Kansas
$369K +$369K +5,454 New
CAM
305
Covenant Asset Management
New Jersey
$367K +$367K +5,430 New
STAS
306
Strong Tower Advisory Services
Minnesota
$359K -$97K -1,435 -21%
CIBC Asset Management
307
CIBC Asset Management
Ontario, Canada
$358K -$33.7K -499 -9%
Credit Agricole
308
Credit Agricole
France
$355K -$293K -4,332 -45%
BP
309
Ballentine Partners
Massachusetts
$354K +$354K +5,241 New
CBA
310
Coastal Bridge Advisors
Connecticut
$353K +$353K +5,229 New
CS
311
Candriam SCA
Luxembourg
$351K +$351K +5,639 New
WW
312
Windle Wealth
Oklahoma
$345K +$345K +5,110 New
TCA
313
Transcend Capital Advisors
New Jersey
$345K +$345K +5,108 New
VWA
314
V Wealth Advisors
Kansas
$342K +$342K +5,058 New
FB
315
Fulton Bank
Pennsylvania
$341K +$341K +5,054 New
DU
316
Delphia (USA)
Ontario, Canada
$339K +$339K +5,015 New
IEFM
317
IQ EQ Fund Management
Ireland
$336K +$336K +4,967 New
XSC
318
X-Square Capital
Puerto Rico
$334K +$334K +4,945 New
CIM
319
CIM Investment Management
Pennsylvania
$328K +$328K +4,849 New
Carson Wealth (CWM LLC)
320
Carson Wealth (CWM LLC)
Nebraska
$327K +$21.5K +318 +7%
BCI
321
Brinker Capital Investments
Pennsylvania
$326K +$326K +4,828 New
OPS
322
Orion Portfolio Solutions
Nebraska
$326K +$326K +4,828 New
ICP
323
Interchange Capital Partners
Pennsylvania
$322K +$322K +4,770 New
PNC Financial Services Group
324
PNC Financial Services Group
Pennsylvania
$322K +$81.6K +1,208 +34%
SW
325
SteelPeak Wealth
California
$314K -$78.1K -1,156 -20%