COIN icon

Coinbase

817 hedge funds and large institutions have $18.8B invested in Coinbase in 2023 Q4 according to their latest regulatory filings, with 276 funds opening new positions, 203 increasing their positions, 203 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
817
Holders Change
+211
Holders Change %
+34.82%
% of All Funds
11.98%
Holding in Top 10
51
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+121.74%
% of All Funds
0.75%
New
276
Increased
203
Reduced
203
Closed
52
Calls
$5.15B
Puts
$7.35B
Net Calls
-$2.2B
Net Calls Change
-$1.94B
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
751
Core Wealth Advisors
Florida
$5.39K
JWA
752
JFS Wealth Advisors
Pennsylvania
$5.39K +$1.39K +8 +35%
BF
753
BOK Financial
Oklahoma
$5.04K +$5.04K +29 New
CAM
754
Close Asset Management
United Kingdom
$5K
Loomis, Sayles & Company
755
Loomis, Sayles & Company
Massachusetts
$5K +$5K +29 New
CWP
756
Concord Wealth Partners
Virginia
$4.7K -$17.6K -101 -79%
CPG
757
Cornerstone Planning Group
New Jersey
$4.7K
SA
758
Scarborough Advisors
Maryland
$4.7K +$4.7K +27 New
BWM
759
Baystate Wealth Management
Massachusetts
$4.35K -$2.61K -15 -38%
OCM
760
Orion Capital Management
California
$4.35K
EAM
761
Eukles Asset Management
Ohio
$4.35K
PMFA
762
Plante Moran Financial Advisors
Michigan
$4.17K -$38.6K -222 -90%
TFM
763
TFC Financial Management
Massachusetts
$4K
BC
764
Bartlett & Co
Ohio
$4K
BCWM
765
Bartlett & Co Wealth Management
Ohio
$3.73K
IFAM
766
Institutional & Family Asset Management
Colorado
$3.65K
SSB
767
Sandy Spring Bank
Maryland
$3.48K -$20.4K -117 -85%
BFPW
768
BOK Financial Private Wealth
Colorado
$3.48K +$3.48K +20 New
TIM
769
Tortoise Investment Management
New York
$3.48K
GWMIA
770
Global Wealth Management Investment Advisory
Florida
$3.48K
BAM
771
Bellevue Asset Management
Washington
$3.48K
CFGS
772
Concourse Financial Group Securities
Alabama
$3.48K
WT
773
Washington Trust
Rhode Island
$3.48K
PWMG
774
Prestige Wealth Management Group
New Jersey
$3.31K
MPWT
775
MassMutual Private Wealth & Trust
Connecticut
$3.13K -$9.74K -56 -76%