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Coinbase

621 hedge funds and large institutions have $7.84B invested in Coinbase in 2023 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 217 increasing their positions, 148 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 148

19% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 68

9% more capital invested

Capital invested by funds: $7.22B → $7.84B (+$626M)

1% more funds holding

Funds holding: 614621 (+7)

0.34% more ownership

Funds ownership: 58.29%58.64% (+0.34%)

7% less funds holding in top 10

Funds holding in top 10: 2826 (-2)

21% less call options, than puts

Call options by funds: $1.62B | Put options by funds: $2.03B

Holders
621
Holders Change
+7
Holders Change %
+1.14%
% of All Funds
9.75%
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
217
Reduced
148
Closed
68
Calls
$1.62B
Puts
$2.03B
Net Calls
-$417M
Net Calls Change
+$264M
Name Holding Trade Value Shares
Change
Change in
Stake
EWP
551
Elevation Wealth Partners
California
$2.29K
CWAF
552
Core Wealth Advisors (Florida)
Florida
$2.22K
SCA
553
Stonebridge Capital Advisors
Minnesota
$2.22K
MFG
554
Mendota Financial Group
Wisconsin
$2.15K -$298 -5 -14%
OA
555
Operose Advisors
Wisconsin
$2.15K
DCBT
556
Dakota Community Bank & Trust
North Dakota
$2.15K +$1.79K +30 New
BAM
557
Bellevue Asset Management
Washington
$2.15K
HI
558
Horizon Investments
North Carolina
$2.15K +$1.79K +30 New
IRC
559
Investors Research Corp
Georgia
$2.08K
KFI
560
Key Financial Inc
Pennsylvania
$2K +$1.67K +28 New
EWM
561
Endurance Wealth Management
Rhode Island
$2K
CPG
562
Cornerstone Planning Group
New Jersey
$1.93K +$1.61K +27 New
BWL
563
Bogart Wealth LLC
Virginia
$1.79K
EAM
564
Eukles Asset Management
Ohio
$1.79K
TPCW
565
TD Private Client Wealth
New York
$1.79K +$1.49K +25 New
TCM
566
TD Capital Management
Tennessee
$1.76K
IAS
567
IMA Advisory Services
Colorado
$1.72K
TFM
568
TFC Financial Management
Massachusetts
$1.65K
IFAM
569
Institutional & Family Asset Management
Colorado
$1.5K
PMFA
570
Plante Moran Financial Advisors
Michigan
$1.5K
SSB
571
Sandy Spring Bank
Maryland
$1.43K
WT
572
Washington Trust
Rhode Island
$1.43K -$44.7K -750 -97%
BCWM
573
Bartlett & Co Wealth Management
Ohio
$1.43K
CFGS
574
Concourse Financial Group Securities
Alabama
$1.43K
TIM
575
Tortoise Investment Management
New York
$1.43K

COIN Hedge Fund Activity: Q2 2023 in Review

621 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Coinbase (COIN) for Q2 2023, worth a combined $7.84B — up 8.7% from $7.22B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new COIN positions and 68 closed out — a net gain of 13 holders — while 217 added to existing stakes and 148 trimmed.

The largest buyer was Jane Street, adding an estimated $85.9M. The largest seller was Fidelity Investments, cutting an estimated $369M.

  • 621 institutional investors held Coinbase (COIN) as of Q2 2023, up from 614 in Q1 2023.
  • Funds reported $7.84B of Coinbase stock for Q2 2023, up 8.7% quarter-over-quarter.
  • 81 funds opened new Coinbase positions in Q2 2023 and 68 closed out, a net change of +13 holders.
  • The largest Coinbase buyer in Q2 2023 was Jane Street, an estimated $85.9M added.
  • The largest Coinbase seller in Q2 2023 was Fidelity Investments, an estimated $369M sold.

Based on aggregated 13F filings for Q2 2023.