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Coinbase

565 hedge funds and large institutions have $3.77B invested in Coinbase in 2022 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 161 increasing their positions, 186 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
565
Holders Change
-53
Holders Change %
-8.58%
% of All Funds
9.12%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.42%
New
103
Increased
161
Reduced
186
Closed
139
Calls
$809M
Puts
$965M
Net Calls
-$155M
Net Calls Change
-$92.6M
Name Holding Trade Value Shares
Change
Shares
Change %
MFG
501
Mendota Financial Group
Wisconsin
$1.06K +$1.06K +30 New
IRC
502
Investors Research Corp
Georgia
$1.03K
UIA
503
Ulland Investment Advisors
Minnesota
$1K -$1.17K -35 -54%
BC
504
Bartlett & Co
Ohio
$1K -$350 -7 -26%
EAM
505
Eukles Asset Management
Ohio
$1K
EWM
506
Endurance Wealth Management
Rhode Island
$1K
BWM
507
Baystate Wealth Management
Massachusetts
$1K
CA
508
Centerpoint Advisors
Massachusetts
$1K
TFA
509
Transamerica Financial Advisors
Florida
$1K +$500 +2 +100%
Lazard Asset Management
510
Lazard Asset Management
New York
$1K +$104 +5 +12%
IHWM
511
Iron Horse Wealth Management
Iowa
$1K +$1K +16 New
Jones Financial Companies
512
Jones Financial Companies
Missouri
$1K +$1K +29 New
BWL
513
Bogart Wealth LLC
Virginia
$885 -$6.97K -197 -89%
OCM
514
Orion Capital Management
California
$885
TWD
515
True Wealth Design
Ohio
$885 +$885 +25 New
CMANY
516
Capital Management Associates (New York)
New York
$885 +$885 +25 New
TCM
517
TD Capital Management
Tennessee
$871
TAM
518
Tucker Asset Management
Colorado
$870 -$244 -7 -22%
IAS
519
IMA Advisory Services
Colorado
$849 -$283 -8 -25%
MRCM
520
M&R Capital Management
New Jersey
$849 -$106 -3 -11%
TFM
521
TFC Financial Management
Massachusetts
$814
MIM
522
Macroview Investment Management
Maryland
$779
PMFA
523
Plante Moran Financial Advisors
Michigan
$743
IFAM
524
Institutional & Family Asset Management
Colorado
$743
BCWM
525
Bartlett & Co Wealth Management
Ohio
$708 -$248 -7 -26%