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Coinbase

980 hedge funds and large institutions have $19.4B invested in Coinbase in 2025 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 420 increasing their positions, 249 reducing their positions, and 166 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
980
Holders Change
-32
Holders Change %
-3.16%
% of All Funds
13.31%
Holding in Top 10
29
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.12%
% of All Funds
0.39%
New
161
Increased
420
Reduced
249
Closed
166
Calls
$7.05B
Puts
$7.2B
Net Calls
-$149M
Net Calls Change
-$867M
Name Holding Trade Value Shares
Change
Shares
Change %
CGIM
576
Cannon Global Investment Management
Florida
$362K +$362K +2,100 New
ORI
577
Oak Ridge Investments
Illinois
$359K +$359K +2,086 New
KWA
578
Kingswood Wealth Advisors
California
$358K +$157K +910 +78%
SA
579
Sage Advisors
Colorado
$358K +$358K +2,078 New
MSFS
580
Main Street Financial Solutions
Pennsylvania
$357K -$78.5K -456 -18%
CCM
581
Coldstream Capital Management
Washington
$354K +$35.6K +207 +11%
FHA
582
Flagship Harbor Advisors
Massachusetts
$353K +$3.79K +22 +1%
ACS
583
Archford Capital Strategies
Illinois
$353K +$353K +2,050 New
CF
584
Convergence Financial
Missouri
$353K +$2.07K +12 +0.6%
CI
585
Cigna Investments
Connecticut
$352K -$3.27K -19 -0.9%
MLM
586
Mount Lucas Management
Pennsylvania
$351K +$351K +2,040 New
BAM
587
Belpointe Asset Management
Nevada
$350K +$154K +895 +79%
M1FG
588
Mach-1 Financial Group
Arkansas
$348K +$348K +2,020 New
PPA
589
Pacific Point Advisors
California
$344K +$344K +2,000 New
JCM
590
Jacobi Capital Management
Pennsylvania
$340K +$41.9K +243 +14%
IIA
591
IPG Investment Advisors
California
$340K -$49.8K -289 -13%
MFG
592
Merit Financial Group
Georgia
$336K +$112K +651 +50%
FCM
593
Fieldview Capital Management
Michigan
$335K +$94.2K +547 +39%
Fisher Asset Management
594
Fisher Asset Management
Washington
$334K +$334K +1,937 New
SG
595
StoneX Group
New York
$333K +$333K +1,936 New
BC
596
Bayforest Capital
United Kingdom
$327K +$310K +1,798 +1,746%
AA
597
ALPS Advisors
Colorado
$327K +$327K +1,900 New
BCA
598
Bay Colony Advisors
Massachusetts
$327K +$327K +1,881 New
FFM
599
Forum Financial Management
Illinois
$326K -$33.6K -195 -9%
KIA
600
KCM Investment Advisors
California
$326K -$25.8K -150 -7%