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Coinbase

913 hedge funds and large institutions have $27.5B invested in Coinbase in 2024 Q1 according to their latest regulatory filings, with 208 funds opening new positions, 273 increasing their positions, 294 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
913
Holders Change
+96
Holders Change %
+11.75%
% of All Funds
13.23%
Holding in Top 10
53
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.92%
% of All Funds
0.77%
New
208
Increased
273
Reduced
294
Closed
99
Calls
$7.48B
Puts
$7.62B
Net Calls
-$134M
Net Calls Change
+$2.07B
Name Holding Trade Value Shares
Change
Shares
Change %
CAP
551
Columbia Advisory Partners
Washington
$393K -$6.63K -25 -2%
OTL
552
Oak Thistle LLC
New York
$392K -$1.19M -4,471 -75%
AWM
553
Accurate Wealth Management
Florida
$390K +$32.7K +155 +9%
JWM
554
Jeppson Wealth Management
California
$385K -$26.5K -100 -6%
MYIA
555
Mount Yale Investment Advisors
Colorado
$383K -$156K -588 -29%
SCP
556
Sivia Capital Partners
California
$382K -$165K -621 -30%
LFAS
557
Level Four Advisory Services
Texas
$382K
WPC
558
Wedmont Private Capital
Pennsylvania
$379K +$379K +1,562 New
MCA
559
Magnolia Capital Advisors
Mississippi
$378K +$36.7K +174 +11%
WEG
560
World Equity Group
Illinois
$378K +$18.3K +69 +5%
CWM
561
Circle Wealth Management
New Jersey
$376K
AWA
562
Arkadios Wealth Advisors
Georgia
$376K -$524K -1,977 -58%
AIG
563
American International Group
New York
$374K +$4.77K +18 +1%
AssetMark Inc
564
AssetMark Inc
California
$372K +$30.5K +115 +9%
CGH
565
Crossmark Global Holdings
Texas
$368K +$368K +1,391 New
AGA
566
Arkos Global Advisors
Texas
$366K +$58.3K +220 +19%
VWA
567
Visionary Wealth Advisors
Illinois
$365K +$365K +1,378 New
SBIA
568
Sheaff Brock Investment Advisors
Indiana
$362K
CAWM
569
Capital Advisors Wealth Management
Washington
$358K -$24.7K -93 -6%
PIA
570
Perennial Investment Advisors
California
$356K +$356K +1,342 New
CAM
571
Crestone Asset Management
Colorado
$354K
TC
572
TownSquare Capital
Utah
$352K +$33.4K +126 +10%
MWA
573
Midland Wealth Advisors
Illinois
$347K +$347K +1,310 New
ECM
574
Empirical Capital Management
Tennessee
$345K +$345K +1,300 New
NL
575
NKCFO LLC
Illinois
$345K +$345K +1,300 New