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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 %
FCA
451
FinTrust Capital Advisors
South Carolina
$16.3K
BHWM
452
Beaird Harris Wealth Management
Texas
$15.8K -$1.96K -29 -11%
BAM
453
Belpointe Asset Management
Nevada
$15.6K -$13.4K -198 -46%
HIA
454
Harbor Investment Advisory
Maryland
$15K +$6.76K +100 +82%
BTI
455
Blue Trust Inc
Georgia
$15K -$124K -3,546 -89%
GTAM
456
Global Trust Asset Management
Florida
$14.6K
WP
457
WealthPLAN Partners
Nebraska
$14.5K +$14.5K +215 New
VNA
458
Valley National Advisers
Pennsylvania
$14K
PCTC
459
Perkins Coie Trust Company
Washington
$13.5K +$13.5K +200 New
PTC
460
Private Trust Company
Ohio
$13.2K +$13.2K +196 New
VWM
461
Venturi Wealth Management
Texas
$13.2K +$13.2K +196 New
BWP
462
Baldwin Wealth Partners
Massachusetts
$12.6K
AIC
463
Archer Investment Corporation
Indiana
$12.3K
AWM
464
Avior Wealth Management
Nebraska
$12.2K -$473 -7 -4%
C
465
Covestor
United Kingdom
$12K -$46.9K -704 -80%
CWM
466
CarsonAllaria Wealth Management
Illinois
$11.8K
FMP
467
Financial Management Professionals
Texas
$11K
CMA
468
Cedar Mountain Advisors
Oregon
$10.3K
CTA
469
Colonial Trust Advisors
South Carolina
$10.2K +$7.43K +110 +268%
SCM
470
Silvant Capital Management
Georgia
$10.1K -$271K -4,016 -96%
SC
471
Steph & Co
Wisconsin
$10.1K
CWP
472
Concord Wealth Partners
Virginia
$10K -$109K -1,610 -92%
PAI
473
Pittenger & Anderson Inc
Nebraska
$9.8K
CFB
474
Cullen/Frost Bankers
Texas
$9.8K +$5.81K +86 +146%
MCM
475
Manchester Capital Management
Vermont
$9.66K -$111K -1,648 -92%