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Coinbase

858 hedge funds and large institutions have $19.2B invested in Coinbase in 2024 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 326 increasing their positions, 263 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
858
Holders Change
-44
Holders Change %
-4.88%
% of All Funds
12.41%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.4%
New
103
Increased
326
Reduced
263
Closed
138
Calls
$5.34B
Puts
$5.72B
Net Calls
-$376M
Net Calls Change
-$195M
Name Holding Trade Value Shares
Change
Shares
Change %
JWM
551
Jeppson Wealth Management
California
$257K
CI Investments Inc
552
CI Investments Inc
Ontario, Canada
$257K +$23.4K +131 +10%
AGA
553
Arkos Global Advisors
Texas
$255K
CAWM
554
Capital Advisors Wealth Management
Washington
$254K +$2.14K +12 +0.8%
MWM
555
Mosley Wealth Management
California
$253K +$253K +1,184 New
CWM
556
Circle Wealth Management
New Jersey
$253K
GT
557
Greenleaf Trust
Michigan
$253K +$4.28K +24 +2%
EWA
558
EverSource Wealth Advisors
Alabama
$253K -$27.1K -152 -10%
GC
559
GFG Capital
Florida
$252K
Lazard Asset Management
560
Lazard Asset Management
New York
$252K -$76.9K -434 -23%
CFS
561
CRA Financial Services
New Jersey
$252K -$3.56K -20 -1%
PF
562
Phoenix Financial
Israel
$252K +$91.4K +512 +57%
RSA
563
River Street Advisors
Illinois
$249K +$86.4K +485 +53%
FFN
564
Focus Financial Network
Minnesota
$247K -$350K -1,964 -59%
MMA
565
Miracle Mile Advisors
California
$246K +$37.8K +212 +18%
WPC
566
Wedmont Private Capital
Pennsylvania
$245K -$52.5K -311 -18%
ECG
567
EPIQ Capital Group
California
$244K +$26.7K +150 +12%
FFA
568
Fi3 Financial Advisors
Indiana
$244K -$713 -4 -0.3%
PCP
569
Proficio Capital Partners
Massachusetts
$242K -$37.1K -208 -13%
CC
570
Corton Capital
Ontario, Canada
$241K +$241K +1,353 New
FAM
571
Formidable Asset Management
Ohio
$240K +$71.8K +403 +43%
VWA
572
Visionary Wealth Advisors
Illinois
$238K -$9.8K -55 -4%
SPC
573
Sigma Planning Corp
Michigan
$238K +$712 +4 +0.3%
EA
574
Emerald Advisers
Pennsylvania
$238K +$238K +1,334 New
CAP
575
Columbia Advisory Partners
Washington
$237K -$27.6K -155 -10%