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Coinbase

610 hedge funds and large institutions have $7.78B invested in Coinbase in 2023 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 193 increasing their positions, 201 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 63

1% less capital invested

Capital invested by funds: $7.84B → $7.78B (-$65.1M)

4% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 201

2% less funds holding

Funds holding: 621610 (-11)

4.1% less ownership

Funds ownership: 58.64%54.53% (-4.1%)

12% less funds holding in top 10

Funds holding in top 10: 2623 (-3)

14% less call options, than puts

Call options by funds: $1.62B | Put options by funds: $1.88B

Holders
610
Holders Change
-11
Holders Change %
-1.77%
% of All Funds
9.68%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.37%
New
64
Increased
193
Reduced
201
Closed
63
Calls
$1.62B
Puts
$1.88B
Net Calls
-$258M
Net Calls Change
+$159M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
451
Larson Financial Group
Missouri
$19.6K -$19.2K -228 -47%
VNA
452
Valley National Advisers
Pennsylvania
$19K +$421 +5 +2%
SC
453
Stephens Consulting
Michigan
$18.8K
GI
454
Gradient Investments
Minnesota
$18.6K -$1.6K -19 -7%
PMFA
455
Plante Moran Financial Advisors
Michigan
$18.5K +$19K +225 +1,071%
SWA
456
SOA Wealth Advisors
New York
$18K -$1.69K -20 -8%
BHWM
457
Beaird Harris Wealth Management
Texas
$17.6K
QCG
458
Quadrant Capital Group
Ohio
$16.9K
CIA
459
Cape Investment Advisory
Georgia
$16.7K -$9.69K -115 -34%
GTAM
460
Global Trust Asset Management
Florida
$15.8K -$506 -6 -3%
CMA
461
Cedar Mountain Advisors
Oregon
$15.2K
PS
462
PayPay Securities
Japan
$15K +$11.7K +139 +228%
VWM
463
Venturi Wealth Management
Texas
$14.9K -$421 -5 -2%
PFA
464
Pathway Financial Advisers
Indiana
$14.9K +$16.7K +198 New
PTC
465
Private Trust Company
Ohio
$14.7K
AWM
466
Avior Wealth Management
Nebraska
$14.4K +$1.01K +12 +7%
ACA
467
Atlas Capital Advisors
Wyoming
$14.1K +$15.8K +188 New
BWP
468
Baldwin Wealth Partners
Massachusetts
$14K
C
469
Covestor
United Kingdom
$13K
FMP
470
Financial Management Professionals
Texas
$12K
CWM
471
CarsonAllaria Wealth Management
Illinois
$11.6K -$1.94K -23 -13%
HF
472
Halpern Financial
Virginia
$11.3K
SCM
473
Silvant Capital Management
Georgia
$11.3K
SC
474
Steph & Co
Wisconsin
$11.3K
HIA
475
Harbor Investment Advisory
Maryland
$11K

COIN Hedge Fund Activity: Q3 2023 in Review

610 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Coinbase (COIN) for Q3 2023, worth a combined $7.78B — down 0.83% from $7.84B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new COIN positions and 63 closed out — a net gain of 1 holder — while 193 added to existing stakes and 201 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $189M. The largest seller was Renaissance Technologies, cutting an estimated $162M.

  • 610 institutional investors held Coinbase (COIN) as of Q3 2023, down from 621 in Q2 2023.
  • Funds reported $7.78B of Coinbase stock for Q3 2023, down 0.83% quarter-over-quarter.
  • 64 funds opened new Coinbase positions in Q3 2023 and 63 closed out, a net change of +1 holder.
  • The largest Coinbase buyer in Q3 2023 was Fidelity Investments, an estimated $189M added.
  • The largest Coinbase seller in Q3 2023 was Renaissance Technologies, an estimated $162M sold.

Based on aggregated 13F filings for Q3 2023.