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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 %
PS
651
Principal Securities
Iowa
$256K
LCM
652
Lazari Capital Management
California
$254K +$254K +1,477 New
SOS
653
Silver Oak Securities
Tennessee
$254K +$254K +1,461 New
CIA
654
Concurrent Investment Advisors
Florida
$252K +$67K +389 +36%
Envestnet Portfolio Solutions
655
Envestnet Portfolio Solutions
Illinois
$250K -$173K -1,003 -41%
WP
656
Westmount Partners
California
$249K +$1.72K +10 +0.7%
CWM
657
Circle Wealth Management
New Jersey
$245K
WDL
658
Well Done LLC
Michigan
$244K +$244K +983 New
RWM
659
Rockline Wealth Management
New York
$244K +$3.79K +22 +2%
SFS
660
Sowell Financial Services
Arkansas
$243K +$243K +1,412 New
FFA
661
Farther Finance Advisors
California
$243K +$74.3K +426 +44%
NFG
662
Nations Financial Group
Iowa
$241K +$77.3K +449 +47%
MCIA
663
Mountain Capital Investment Advisors
Colorado
$240K -$33.4K -164 -12%
BWA
664
Bordeaux Wealth Advisors
California
$239K +$239K +1,387 New
SPC
665
Sigma Planning Corp
Michigan
$235K -$369K -2,141 -61%
CFS
666
CRA Financial Services
New Jersey
$235K +$4.31K +25 +2%
DO
667
denkapparat Operations
Germany
$235K +$235K +1,364 New
WEG
668
World Equity Group
Illinois
$232K +$6.03K +35 +3%
FFA
669
Fi3 Financial Advisors
Indiana
$232K -$5.51K -32 -2%
TL
670
Tradewinds LLC
North Carolina
$231K +$73.2K +425 +46%
EWA
671
EverSource Wealth Advisors
Alabama
$228K +$36K +209 +19%
VWA
672
Visionary Wealth Advisors
Illinois
$228K -$13.6K -79 -6%
SAM
673
Shell Asset Management
Netherlands
$227K
SWP
674
Sagespring Wealth Partners
Tennessee
$226K +$1.21K +7 +0.5%
AGA
675
Arkos Global Advisors
Texas
$225K +$8.25K +48 +4%