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Coinbase

921 hedge funds and large institutions have $27.6B invested in Coinbase in 2024 Q1 according to their latest regulatory filings, with 210 funds opening new positions, 274 increasing their positions, 299 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 210 | Existing positions closed: 101

46% more capital invested

Capital invested by funds: $18.8B → $27.6B (+$8.72B)

12% more funds holding

Funds holding: 825921 (+96)

4% more funds holding in top 10

Funds holding in top 10: 5153 (+2)

2% less call options, than puts

Call options by funds: $7.48B | Put options by funds: $7.62B

8% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 299

2.92% less ownership

Funds ownership: 56.44%53.52% (-2.9%)

Holders
921
Holders Change
+96
Holders Change %
+11.64%
% of All Funds
13.27%
Holding in Top 10
53
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.92%
% of All Funds
0.76%
New
210
Increased
274
Reduced
299
Closed
101
Calls
$7.48B
Puts
$7.62B
Net Calls
-$134M
Net Calls Change
+$2.07B
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
751
SOA Wealth Advisors
New York
$63.6K
NI
752
NCP Inc
California
$59.7K +$40.5K +225 New
TWC
753
TD Waterhouse Canada
Ontario, Canada
$59.1K +$4.5K +25 +8%
PS
754
Principal Securities
Iowa
$56.5K -$88.2K -490 -70%
IPW
755
Impact Partnership Wealth
Georgia
$54.4K -$39.6K -220 -52%
GTAM
756
Global Trust Asset Management
Florida
$54.1K
CMA
757
Cedar Mountain Advisors
Oregon
$53.6K
AA
758
Addison Advisors
Vermont
$53K -$36K -200 -50%
VWM
759
Venturi Wealth Management
Texas
$51.7K -$1.98K -11 -5%
AA
760
AlphaMark Advisors
Kentucky
$50K
SIC
761
Salem Investment Counselors
North Carolina
$48.8K +$20.5K +114 +163%
GWSG
762
GPS Wealth Strategies Group
Colorado
$48.3K +$22K +122 +203%
BTI
763
Blue Trust Inc
Georgia
$47.6K -$242K -1,344 -88%
OP
764
ORG Partners
Indiana
$46.1K +$32.9K +183 New
QL
765
Quarry LP
New York
$46.1K -$1.98K -11 -6%
CCC
766
Chelsea Counsel Company
California
$45.1K +$30.6K +170 New
RTC
767
Riverview Trust Company
Washington
$42.7K +$29K +161 New
FMP
768
Financial Management Professionals
Texas
$42K
BC
769
Barrett & Company
Rhode Island
$39.8K
NB
770
NBT Bank
New York
$39.8K
SCM
771
Silvant Capital Management
Georgia
$39.8K
SRCM
772
Signature Resources Capital Management
California
$38.8K
PAI
773
Pittenger & Anderson Inc
Nebraska
$38.4K
PWMG
774
Private Wealth Management Group
New Jersey
$37.9K +$1.26K +7 +5%
SWM
775
Sugarloaf Wealth Management
Georgia
$37.1K +$3.42K +19 +16%

COIN Hedge Fund Activity: Q1 2024 in Review

921 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Coinbase (COIN) for Q1 2024, worth a combined $27.6B — up 46% from $18.8B a quarter earlier.

Buyers outnumbered sellers: 210 funds opened new COIN positions and 101 closed out — a net gain of 109 holders — while 274 added to existing stakes and 299 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.16B. The largest seller was ARK Investment Management, cutting an estimated $752M.

  • 921 institutional investors held Coinbase (COIN) as of Q1 2024, up from 825 in Q4 2023.
  • Funds reported $27.6B of Coinbase stock for Q1 2024, up 46% quarter-over-quarter.
  • 210 funds opened new Coinbase positions in Q1 2024 and 101 closed out, a net change of +109 holders.
  • The largest Coinbase buyer in Q1 2024 was Fidelity Investments, an estimated $1.16B added.
  • The largest Coinbase seller in Q1 2024 was ARK Investment Management, an estimated $752M sold.

Based on aggregated 13F filings for Q1 2024.