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Coinbase

626 hedge funds and large institutions have $5.37B invested in Coinbase in 2022 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 229 increasing their positions, 136 reducing their positions, and 297 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
626
Holders Change
-168
Holders Change %
-21.16%
% of All Funds
10.59%
Holding in Top 10
27
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-50%
% of All Funds
0.46%
New
141
Increased
229
Reduced
136
Closed
297
Calls
$882M
Puts
$1.39B
Net Calls
-$512M
Net Calls Change
-$494M
Name Holding Trade Value Shares
Change
Shares
Change %
AIP
526
Ahrens Investment Partners
Louisiana
$3K
VNA
527
Valley National Advisers
Pennsylvania
$3K
PCA
528
Providence Capital Advisors
North Carolina
$3K
TF
529
TimeScale Financial
Massachusetts
$3K
HFM
530
Harvest Fund Management
China
$3K
WWM
531
Wagner Wealth Management
South Carolina
$3K +$3K +70 New
WWP
532
WR Wealth Planners
Missouri
$2.96K
IAS
533
IMA Advisory Services
Colorado
$2K -$134K -2,142 -99%
CFB
534
Cullen/Frost Bankers
Texas
$2K -$11.1K -250 -85%
BBHC
535
Brown Brothers Harriman & Co
New York
$2K -$7.8K -199 -80%
HFM
536
Hartford Financial Management
Connecticut
$2K -$1.5K -30 -43%
BAM
537
Bellevue Asset Management
Washington
$2K -$57 -1 -3%
OIA
538
Optimum Investment Advisors
Illinois
$2K
FCFS
539
First Command Financial Services
Texas
$2K
LWCFA
540
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K
ARMC
541
American Research & Management Company
Massachusetts
$2K
TFM
542
TFC Financial Management
Massachusetts
$2K
ME
543
McIlrath & Eck
Washington
$2K
FCB
544
First Command Bank
Texas
$2K
RG
545
Retirement Group
California
$2K +$242 +4 +14%
ZB
546
Zions Bancorporation
Utah
$2K +$750 +12 +60%
LPWM
547
Lake Point Wealth Management
Texas
$2K +$566 +15 +39%
FCG
548
Financial Connections Group
California
$2K +$800 +20 +67%
HGWM
549
Harvest Group Wealth Management
Massachusetts
$2K +$1.53K +23 +329%
CI
550
CX Institutional
Indiana
$2K +$2K +33 New