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Coinbase

913 hedge funds and large institutions have $27.5B invested in Coinbase in 2024 Q1 according to their latest regulatory filings, with 208 funds opening new positions, 273 increasing their positions, 294 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
913
Holders Change
+96
Holders Change %
+11.75%
% of All Funds
13.23%
Holding in Top 10
53
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.92%
% of All Funds
0.77%
New
208
Increased
273
Reduced
294
Closed
99
Calls
$7.48B
Puts
$7.62B
Net Calls
-$134M
Net Calls Change
+$2.07B
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
601
Cranbrook Wealth Management
Michigan
$303K
MFG
602
Merit Financial Group
Georgia
$300K -$171K -768 -36%
RAG
603
RIA Advisory Group
Iowa
$299K +$299K +1,128 New
PCP
604
Proficio Capital Partners
Massachusetts
$298K +$298K +1,120 New
SAF
605
Smith Anglin Financial
Texas
$297K +$297K +1,119 New
TCM
606
Teza Capital Management
Illinois
$296K +$296K +1,115 New
Los Angeles Capital Management
607
Los Angeles Capital Management
California
$294K +$294K +1,108 New
CIA
608
Capital Investment Advisors
Georgia
$293K -$67.6K -255 -19%
TAM
609
Trillium Asset Management
Massachusetts
$292K +$292K +1,100 New
WWM
610
Western Wealth Management
Colorado
$290K +$290K +1,095 New
AFAS
611
Acorn Financial Advisory Services
Virginia
$284K +$284K +1,070 New
CMF
612
Counterpoint Mutual Funds
California
$282K +$282K +1,063 New
Koshinski Asset Management
613
Koshinski Asset Management
Illinois
$279K -$229K -863 -45%
SI
614
Stephens Inc
Arkansas
$278K +$278K +1,050 New
OFW
615
Omnia Family Wealth
Florida
$277K +$277K +1,044 New
ECM
616
Evergreen Capital Management
Washington
$275K +$275K +1,036 New
DIA
617
Dana Investment Advisors
Wisconsin
$274K -$379K -1,430 -58%
IAN
618
Integrated Advisors Network
Texas
$273K -$1.26M -4,744 -82%
FFA
619
Fi3 Financial Advisors
Indiana
$273K +$2.23K +10 +0.8%
KWA
620
Kingswood Wealth Advisors
California
$273K -$159K -598 -37%
PL
621
Plancorp LLC
Missouri
$270K +$270K +1,018 New
NCM
622
Next Capital Management
New York
$269K +$269K +1,015 New
BAM
623
Berkshire Asset Management
Pennsylvania
$267K +$267K +1,007 New
AFM
624
Armstrong Fleming & Moore
District of Columbia
$265K +$265K +1,000 New
WG
625
Welch Group
Alabama
$265K +$265K +1,000 New