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Coinbase

606 hedge funds and large institutions have $7.77B invested in Coinbase in 2023 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 192 increasing their positions, 198 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
-10
Holders Change %
-1.62%
% of All Funds
9.66%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.37%
New
64
Increased
192
Reduced
198
Closed
62
Calls
$1.62B
Puts
$1.88B
Net Calls
-$258M
Net Calls Change
+$159M
Name Holding Trade Value Shares
Change
Shares
Change %
NS
551
NBC Securities
Alabama
$2K +$2K +36 New
EAM
552
Eukles Asset Management
Ohio
$1.88K
BWL
553
Bogart Wealth LLC
Virginia
$1.88K
OCM
554
Orion Capital Management
California
$1.88K +$1.88K +25 New
IAS
555
IMA Advisory Services
Colorado
$1.8K
TFM
556
TFC Financial Management
Massachusetts
$1.73K
JWA
557
JFS Wealth Advisors
Pennsylvania
$1.73K +$976 +13 +130%
WWP
558
WR Wealth Planners
Missouri
$1.65K -$2.4K -32 -59%
IFAM
559
Institutional & Family Asset Management
Colorado
$1.58K
WT
560
Washington Trust
Rhode Island
$1.5K
BCWM
561
Bartlett & Co Wealth Management
Ohio
$1.5K
TIM
562
Tortoise Investment Management
New York
$1.5K
GWMIA
563
Global Wealth Management Investment Advisory
Florida
$1.5K
QPBE
564
Quintet Private Bank (Europe)
Luxembourg
$1.5K +$150 +2 +11%
BAM
565
Bellevue Asset Management
Washington
$1.5K -$751 -10 -33%
CFGS
566
Concourse Financial Group Securities
Alabama
$1.5K
PWMG
567
Prestige Wealth Management Group
New Jersey
$1.43K
BCMLT
568
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.36K
LF
569
Lee Financial
Texas
$1.35K
AA
570
Ancora Advisors
Ohio
$1.35K
VAG
571
VisionPoint Advisory Group
Texas
$1.28K +$1.28K +17 New
BFA
572
BBJS Financial Advisors
Washington
$1.13K
CA
573
Crewe Advisors
Utah
$1.13K +$1.13K +15 New
RAM
574
Riggs Asset Management
Pennsylvania
$1.13K +$1.13K +15 New
RBC
575
Roble Belko & Company
Pennsylvania
$1K