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Coinbase

626 hedge funds and large institutions have $5.37B invested in Coinbase in 2022 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 229 increasing their positions, 136 reducing their positions, and 297 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
626
Holders Change
-168
Holders Change %
-21.16%
% of All Funds
10.59%
Holding in Top 10
27
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-50%
% of All Funds
0.46%
New
141
Increased
229
Reduced
136
Closed
297
Calls
$882M
Puts
$1.39B
Net Calls
-$512M
Net Calls Change
-$494M
Name Holding Trade Value Shares
Change
Shares
Change %
IA
576
IFS Advisors
Kansas
$1K
CWA
577
Core Wealth Advisors
Florida
$1K
NWM
578
Navigation Wealth Management
Colorado
$1K
OCM
579
Orion Capital Management
California
$1K
RCM
580
Raleigh Capital Management
North Carolina
$1K
TIM
581
Tevis Investment Management
Texas
$1K
MCM
582
MV Capital Management
Maryland
$1K
CCMW
583
Cypress Capital Management (Wyoming)
Wyoming
$1K
TFA
584
Transamerica Financial Advisors
Florida
$1K +$1K +2 New
ADL
585
Asset Dedication LLC
California
$1K +$316 +6 +46%
TCWM
586
Total Clarity Wealth Management
Illinois
$1K +$1K +15 New
VCM
587
Versant Capital Management
Arizona
$1K +$1K +15 New
IHWM
588
Iron Horse Wealth Management
Iowa
$1K +$1K +16 New
PMFA
589
Plante Moran Financial Advisors
Michigan
$1K +$1K +21 New
EAM
590
Eukles Asset Management
Ohio
$1K +$1K +25 New
IRC
591
Investors Research Corp
Georgia
$1K +$1K +29 New
CWM
592
Castle Wealth Management
Florida
$1K +$1K +29 New
SWA
593
Sutton Wealth Advisors
Florida
$846 +$846 +18 New
PP
594
PFS Partners
New Jersey
$706
HT
595
HighTower Trust
Texas
$410 +$410 +5,320 New
FSWA
596
Financial Synergies Wealth Advisors
Texas
$283 +$283 +6 New
BPC
597
Banque Pictet & Cie
Switzerland
$270 +$270 +5,733 New
RIM
598
Rockbridge Investment Management
New York
$142 -$2.18K -46 -94%
BLC
599
Brown, Lisle/Cummings
Rhode Island
$141
KFS
600
Kelly Financial Services
Massachusetts
$47