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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
HI
451
Hoey Investments
Pennsylvania
$22.3K +$17.9K +300 +2,500%
CAL
452
Capital Advisors Ltd
Ohio
$21K +$17.3K +290 New
GI
453
Gradient Investments
Minnesota
$19.1K -$835 -14 -5%
SWA
454
SOA Wealth Advisors
New York
$18.6K -$4.65K -78 -23%
FA
455
Fiduciary Alliance
South Carolina
$18.5K +$15.4K +258 New
VNA
456
Valley National Advisers
Pennsylvania
$18K -$596 -10 -4%
SC
457
Stephens Consulting
Michigan
$17.9K
WP
458
WealthPLAN Partners
Nebraska
$17K +$1.37K +23 +11%
BHWM
459
Beaird Harris Wealth Management
Texas
$16.8K
FCA
460
FinTrust Capital Advisors
South Carolina
$16.3K
QCG
461
Quadrant Capital Group
Ohio
$16.1K +$6.56K +110 +96%
GTAM
462
Global Trust Asset Management
Florida
$15.5K
CWP
463
Concord Wealth Partners
Virginia
$14.9K +$3.58K +60 +41%
GWS
464
Glassman Wealth Services
Virginia
$14.7K -$3.46K -58 -22%
VWM
465
Venturi Wealth Management
Texas
$14.5K +$418 +7 +4%
CMA
466
Cedar Mountain Advisors
Oregon
$14.5K +$2.98K +50 +33%
KCFA
467
Key Client Fiduciary Advisors
New Jersey
$14.3K +$11.9K +200 New
BAAM
468
Baker Avenue Asset Management
California
$14.1K +$5.67K +95 +93%
PTC
469
Private Trust Company
Ohio
$14K
BWP
470
Baldwin Wealth Partners
Massachusetts
$13.4K
TFP
471
Tilia Fiduciary Partners
North Carolina
$13.3K -$12.5K -210 -53%
AIC
472
Archer Investment Corporation
Indiana
$13K
C
473
Covestor
United Kingdom
$13K -$60 -1 -0.6%
TAM
474
Tucker Asset Management
Colorado
$13K +$9.3K +156 +624%
AWM
475
Avior Wealth Management
Nebraska
$12.9K

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.