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Coinbase
COIN

Overview Fund Activity

661 hedge funds and large institutions have $13.1B invested in Coinbase in 2021 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 245 increasing their positions, 135 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+48
Holders Change %
+7.83%
% of All Funds
11.61%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.58%
New
149
Increased
245
Reduced
135
Closed
92
Calls
$2.07B
Puts
$2.68B
Net Calls
-$611M
Net Calls Change
-$777M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$542M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$339M
3
NAMA
Nikko Asset Management Americas
New York
+$315M
4
AIM
ARK Investment Management
Florida
+$313M
5
Morgan Stanley
Morgan Stanley
New York
+$270M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$120M
2
MCCP
Mission Creek Capital Partners
California
-$80.1M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$74.2M
4
BlackRock
BlackRock
New York
-$70.4M
5
Goldman Sachs
Goldman Sachs
New York
-$35.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWSG
551
GPS Wealth Strategies Group
Colorado
$35K -$9.26K -41 -21%
HF
552
Halpern Financial
Virginia
$34.1K – – –
EWM
553
Edge Wealth Management
New York
$34K – – –
AA
554
Addison Advisors
Vermont
$34K – – –
TWM
555
Tradition Wealth Management
Minnesota
$34K +$14K +62 +70%
HNB
556
Huntington National Bank
Ohio
$33K +$33K +143 New
TC
557
Truvestments Capital
Florida
$33K +$33K +143 New
TCM
558
Tradewinds Capital Management
Washington
$30K -$20.8K -90 -41%
CFFP
559
Center for Financial Planning
Michigan
$29K +$18.7K +82 +182%
CAL
560
Capital Analysts LLC
Pennsylvania
$28K – – –
GWMIA
561
Global Wealth Management Investment Advisory
Florida
$28K – – –
SC
562
SouthState Corp
Florida
$27K – – –
RIA
563
RPG Investment Advisory
California
$27K +$22.5K +100 +500%
HFM
564
Harvest Fund Management
China
$27K +$27K +120 New
ODG
565
O'Dell Group
Ohio
$26K +$26K +116 New
FRA
566
Front Row Advisors
California
$25K – – –
JWM
567
Janiczek Wealth Management
Colorado
$24K – – –
LWANC
568
Laurel Wealth Advisors (North Carolina)
North Carolina
$23K -$7.59K -33 -25%
CA
569
Crewe Advisors
Utah
$23K – – –
PFSC
570
Peoples Financial Services Corp
Pennsylvania
$23K – – –
CMA
571
Cedar Mountain Advisors
Oregon
$23K +$23K +100 New
IFAM
572
Institutional & Family Asset Management
Colorado
$22K +$17.3K +77 +367%
SOW
573
State of Wyoming
Wyoming
$21K +$21K +92 New
LF
574
Lee Financial
Texas
$19K +$5.49K +24 +41%
FWM
575
Focused Wealth Management
New York
$18K -$16.2K -70 -47%
21 22
23
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