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Coinbase

609 hedge funds and large institutions have $7.21B invested in Coinbase in 2023 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 156 increasing their positions, 170 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
609
Holders Change
+44
Holders Change %
+7.79%
% of All Funds
9.75%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.45%
New
130
Increased
156
Reduced
170
Closed
72
Calls
$1.53B
Puts
$2.21B
Net Calls
-$681M
Net Calls Change
-$526M
Name Holding Trade Value Shares
Change
Shares
Change %
TFA
576
Transamerica Financial Advisors
Florida
$1K -$1K -2 -50%
EWM
577
Endurance Wealth Management
Rhode Island
$1K
CA
578
Centerpoint Advisors
Massachusetts
$1K
ADL
579
Asset Dedication LLC
California
$1K
BC
580
Bartlett & Co
Ohio
$1K
RBC
581
Roble Belko & Company
Pennsylvania
$1K +$333 +5 +50%
ME
582
McIlrath & Eck
Washington
$878
HI
583
Hoey Investments
Pennsylvania
$811 -$6.96K -103 -90%
BWM
584
BerganKDV Wealth Management
Minnesota
$811 -$3.18K -47 -80%
MCM
585
MV Capital Management
Maryland
$811
MA
586
Montag & Associates
Georgia
$744 +$338 +5 +83%
TC
587
Truvestments Capital
Florida
$743 -$5.07K -75 -87%
JMF
588
Johnson Midwest Financial
Iowa
$676
VCM
589
Versant Capital Management
Arizona
$676
BCH
590
Berkshire Capital Holdings
California
$676
PFG
591
Piershale Financial Group
Illinois
$676 +$676 +10 New
BA
592
Bellwether Advisors
Nebraska
$675
ANBT
593
American National Bank & Trust
Texas
$541 +$541 +8 New
TF
594
TimeScale Financial
Massachusetts
$473 -$3.85K -57 -89%
NC
595
NewSquare Capital
Pennsylvania
$405
FCA
596
Fortis Capital Advisors
Kansas
$405
RFA
597
Register Financial Advisors
Georgia
$405
FCAS
598
First Command Advisory Services
Texas
$338 +$338 +5 New
GGI
599
Godsey & Gibb Inc
Virginia
$338 +$338 +5 New
BLC
600
Brown, Lisle/Cummings
Rhode Island
$203