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Coinbase
COIN

Overview Fund Activity

888 hedge funds and large institutions have $21.6B invested in Coinbase in 2021 Q4 according to their latest regulatory filings, with 326 funds opening new positions, 268 increasing their positions, 202 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
888
Holders Change
+227
Holders Change %
+34.34%
% of All Funds
13.71%
Holding in Top 10
53
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+60.61%
% of All Funds
0.82%
New
326
Increased
268
Reduced
202
Closed
90
Calls
$2.76B
Puts
$2.85B
Net Calls
-$91.9M
Net Calls Change
+$519M

Top Buyers

1
AEPI
AH Equity Partners III
California
+$2.72B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$650M
3
Morgan Stanley
Morgan Stanley
New York
+$645M
4
Renaissance Technologies
Renaissance Technologies
New York
+$338M
5
BlackRock
BlackRock
New York
+$286M

Top Sellers

1
AIM
ARK Investment Management
Florida
-$389M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$315M
3
USAA
United Services Automobile Association
Texas
-$135M
4
IVMX
Institutional Venture Management XV
California
-$114M
5
NAMA
Nikko Asset Management Americas
New York
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
601
Callan Capital
California
$252K +$252K +1,000 New
SIS
602
Susquehanna International Securities
Ireland
$252K +$252K +1,000 New
TFP
603
Tilia Fiduciary Partners
North Carolina
$251K +$251K +994 New
ISWM
604
Independent Solutions Wealth Management
New York
$250K +$250K +992 New
AWA
605
Arkadios Wealth Advisors
Georgia
$250K +$250K +991 New
PA
606
Pinnacle Associates
New York
$245K +$245K +969 New
FAIM
607
Financial Advocates Investment Management
Washington
$244K -$60.6K -240 -20%
Koshinski Asset Management
608
Koshinski Asset Management
Illinois
$243K – – –
CF
609
Centaurus Financial
California
$242K +$242K +957 New
LWP
610
Legacy Wealth Planning
Nevada
$242K +$242K +960 New
CCFM
611
Clear Creek Financial Management
Washington
$241K -$1.55M -6,144 -87%
GAM
612
Gotham Asset Management
New York
$241K -$711K -2,812 -75%
SW
613
SlateStone Wealth
Florida
$241K – – –
CAI
614
Capital Advisors Inc
Oklahoma
$239K -$34.1K -135 -12%
WA
615
Waverly Advisors
Alabama
$239K +$19.4K +100 +9%
AFP
616
Ausdal Financial Partners
Iowa
$239K +$239K +946 New
WFA
617
WMG Financial Advisors
Tennessee
$234K +$234K +935 New
GSWM
618
Golden State Wealth Management
California
$232K -$118K -467 -34%
SMF
619
Sterling Manor Financial
New York
$232K – – –
S
620
Surevest
California
$232K +$232K +919 New
Principal Financial Group
621
Principal Financial Group
Iowa
$231K +$231K +914 New
MMA
622
Miracle Mile Advisors
California
$231K +$231K +917 New
WAM
623
WNY Asset Management
New York
$229K +$229K +900 New
SW
624
SVB Wealth
Massachusetts
$228K -$1.02M -4,043 -82%
FPAS
625
Focus Partners Advisor Solutions
Missouri
$228K +$228K +899 New
23 24
25
26 27