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Coinbase

616 hedge funds and large institutions have $7.83B invested in Coinbase in 2023 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 215 increasing their positions, 146 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
616
Holders Change
+7
Holders Change %
+1.15%
% of All Funds
9.71%
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
215
Reduced
146
Closed
68
Calls
$1.62B
Puts
$2.03B
Net Calls
-$417M
Net Calls Change
+$264M
Name Holding Trade Value Shares
Change
Shares
Change %
DCBT
551
Dakota Community Bank & Trust
North Dakota
$2.15K +$2.15K +30 New
BAM
552
Bellevue Asset Management
Washington
$2.15K
HI
553
Horizon Investments
North Carolina
$2.15K +$2.15K +30 New
IRC
554
Investors Research Corp
Georgia
$2.08K
KFI
555
Key Financial Inc
Pennsylvania
$2K +$2K +28 New
EWM
556
Endurance Wealth Management
Rhode Island
$2K
CPG
557
Cornerstone Planning Group
New Jersey
$1.93K +$1.93K +27 New
EAM
558
Eukles Asset Management
Ohio
$1.79K
BWL
559
Bogart Wealth LLC
Virginia
$1.79K
TPCW
560
TD Private Client Wealth
New York
$1.79K +$1.79K +25 New
TCM
561
TD Capital Management
Tennessee
$1.76K
IAS
562
IMA Advisory Services
Colorado
$1.72K
TFM
563
TFC Financial Management
Massachusetts
$1.65K
PMFA
564
Plante Moran Financial Advisors
Michigan
$1.5K
IFAM
565
Institutional & Family Asset Management
Colorado
$1.5K
SSB
566
Sandy Spring Bank
Maryland
$1.43K
WT
567
Washington Trust
Rhode Island
$1.43K -$53.7K -750 -97%
CFGS
568
Concourse Financial Group Securities
Alabama
$1.43K
BCWM
569
Bartlett & Co Wealth Management
Ohio
$1.43K
TIM
570
Tortoise Investment Management
New York
$1.43K
GWMIA
571
Global Wealth Management Investment Advisory
Florida
$1.43K +$1.43K +20 New
QPBE
572
Quintet Private Bank (Europe)
Luxembourg
$1.43K -$158 -2 -10%
PWMG
573
Prestige Wealth Management Group
New Jersey
$1.36K
BCMLT
574
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.36K
WIM
575
WealthPlan Investment Management
Nebraska
$1.29K -$5.72K -80 -82%