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Coinbase

621 hedge funds and large institutions have $7.84B invested in Coinbase in 2023 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 217 increasing their positions, 148 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 148

19% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 68

9% more capital invested

Capital invested by funds: $7.22B → $7.84B (+$626M)

1% more funds holding

Funds holding: 614621 (+7)

0.34% more ownership

Funds ownership: 58.29%58.64% (+0.34%)

7% less funds holding in top 10

Funds holding in top 10: 2826 (-2)

21% less call options, than puts

Call options by funds: $1.62B | Put options by funds: $2.03B

Holders
621
Holders Change
+7
Holders Change %
+1.14%
% of All Funds
9.75%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.41%
New
81
Increased
217
Reduced
148
Closed
68
Calls
$1.62B
Puts
$2.03B
Net Calls
-$417M
Net Calls Change
+$264M
Name Holding Trade Value Shares
Change
Change in
Stake
GWMIA
576
Global Wealth Management Investment Advisory
Florida
$1.43K +$1.19K +20 New
QPBE
577
Quintet Private Bank (Europe)
Luxembourg
$1.43K -$119 -2 -10%
BCMLT
578
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.36K
PWMG
579
Prestige Wealth Management Group
New Jersey
$1.36K
WIM
580
WealthPlan Investment Management
Nebraska
$1.29K -$4.77K -80 -82%
AA
581
Ancora Advisors
Ohio
$1.29K -$1.91K -32 -64%
LF
582
Lee Financial
Texas
$1.29K
BFA
583
BBJS Financial Advisors
Washington
$1.07K
CTC
584
Central Trust Company
Missouri
$1.07K
ODG
585
O'Dell Group
Ohio
$1.07K +$895 +15 New
CFO
586
CVA Family Office
Colorado
$1.07K +$895 +15 New
BC
587
Bartlett & Co
Ohio
$1K
CA
588
Centerpoint Advisors
Massachusetts
$1K
RBC
589
Roble Belko & Company
Pennsylvania
$1K
CAS
590
Coppell Advisory Solutions
Texas
$879 +$716 +12 New
BWM
591
BerganKDV Wealth Management
Minnesota
$859
MCM
592
MV Capital Management
Maryland
$859
DSC
593
Duncker Streett & Co
Missouri
$859 +$716 +12 New
Allianz Asset Management
594
Allianz Asset Management
Germany
$806 -$896K -15,017 -57%
TC
595
Truvestments Capital
Florida
$787
MPWT
596
MassMutual Private Wealth & Trust
Connecticut
$787 +$656 +11 New
ME
597
McIlrath & Eck
Washington
$716 -$179 -3 -23%
BCH
598
Berkshire Capital Holdings
California
$716
JMF
599
Johnson Midwest Financial
Iowa
$716
PFG
600
Piershale Financial Group
Illinois
$716

COIN Hedge Fund Activity: Q2 2023 in Review

621 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Coinbase (COIN) for Q2 2023, worth a combined $7.84B — up 8.7% from $7.22B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new COIN positions and 68 closed out — a net gain of 13 holders — while 217 added to existing stakes and 148 trimmed.

The largest buyer was Jane Street, adding an estimated $85.9M. The largest seller was Fidelity Investments, cutting an estimated $369M.

  • 621 institutional investors held Coinbase (COIN) as of Q2 2023, up from 614 in Q1 2023.
  • Funds reported $7.84B of Coinbase stock for Q2 2023, up 8.7% quarter-over-quarter.
  • 81 funds opened new Coinbase positions in Q2 2023 and 68 closed out, a net change of +13 holders.
  • The largest Coinbase buyer in Q2 2023 was Jane Street, an estimated $85.9M added.
  • The largest Coinbase seller in Q2 2023 was Fidelity Investments, an estimated $369M sold.

Based on aggregated 13F filings for Q2 2023.