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Coinbase

610 hedge funds and large institutions have $7.78B invested in Coinbase in 2023 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 193 increasing their positions, 201 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 63

1% less capital invested

Capital invested by funds: $7.84B → $7.78B (-$65.1M)

4% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 201

2% less funds holding

Funds holding: 621610 (-11)

4.1% less ownership

Funds ownership: 58.64%54.53% (-4.1%)

12% less funds holding in top 10

Funds holding in top 10: 2623 (-3)

14% less call options, than puts

Call options by funds: $1.62B | Put options by funds: $1.88B

Holders
610
Holders Change
-11
Holders Change %
-1.77%
% of All Funds
9.68%
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
193
Reduced
201
Closed
63
Calls
$1.62B
Puts
$1.88B
Net Calls
-$258M
Net Calls Change
+$159M
Name Holding Trade Value Shares
Change
Change in
Stake
CPG
551
Cornerstone Planning Group
New Jersey
$2.03K
ADL
552
Asset Dedication LLC
California
$2K -$1.52K -18 -41%
BC
553
Bartlett & Co
Ohio
$2K
CAM
554
Close Asset Management
United Kingdom
$2K +$2.53K +30 New
NS
555
NBC Securities
Alabama
$2K +$3.03K +36 New
BWL
556
Bogart Wealth LLC
Virginia
$1.88K
EAM
557
Eukles Asset Management
Ohio
$1.88K
OCM
558
Orion Capital Management
California
$1.88K +$2.11K +25 New
IAS
559
IMA Advisory Services
Colorado
$1.8K
TFM
560
TFC Financial Management
Massachusetts
$1.73K
JWA
561
JFS Wealth Advisors
Pennsylvania
$1.73K +$1.1K +13 +130%
WWP
562
WR Wealth Planners
Missouri
$1.65K -$2.7K -32 -59%
IFAM
563
Institutional & Family Asset Management
Colorado
$1.58K
BCWM
564
Bartlett & Co Wealth Management
Ohio
$1.5K
GWMIA
565
Global Wealth Management Investment Advisory
Florida
$1.5K
TIM
566
Tortoise Investment Management
New York
$1.5K
WT
567
Washington Trust
Rhode Island
$1.5K
QPBE
568
Quintet Private Bank (Europe)
Luxembourg
$1.5K +$169 +2 +11%
BAM
569
Bellevue Asset Management
Washington
$1.5K -$843 -10 -33%
CFGS
570
Concourse Financial Group Securities
Alabama
$1.5K
PWMG
571
Prestige Wealth Management Group
New Jersey
$1.43K
BCMLT
572
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.36K
LF
573
Lee Financial
Texas
$1.35K
AA
574
Ancora Advisors
Ohio
$1.35K
VAG
575
VisionPoint Advisory Group
Texas
$1.28K +$1.43K +17 New

COIN Hedge Fund Activity: Q3 2023 in Review

610 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Coinbase (COIN) for Q3 2023, worth a combined $7.78B — down 0.83% from $7.84B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new COIN positions and 63 closed out — a net gain of 1 holder — while 193 added to existing stakes and 201 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $189M. The largest seller was Renaissance Technologies, cutting an estimated $162M.

  • 610 institutional investors held Coinbase (COIN) as of Q3 2023, down from 621 in Q2 2023.
  • Funds reported $7.78B of Coinbase stock for Q3 2023, down 0.83% quarter-over-quarter.
  • 64 funds opened new Coinbase positions in Q3 2023 and 63 closed out, a net change of +1 holder.
  • The largest Coinbase buyer in Q3 2023 was Fidelity Investments, an estimated $189M added.
  • The largest Coinbase seller in Q3 2023 was Renaissance Technologies, an estimated $162M sold.

Based on aggregated 13F filings for Q3 2023.