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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
GWSA
776
Global Wealth Strategies & Associates
Colorado
$36.3K
AC
777
Avestar Capital
New York
$34.5K -$5.4K -30 -19%
PTC
778
Private Trust Company
Ohio
$33.9K -$12.2K -68 -35%
MCM
779
Manchester Capital Management
Vermont
$33.7K
AFG
780
Albion Financial Group
Utah
$33.4K
HWP
781
Highline Wealth Partners
California
$33.1K +$4.86K +27 +28%
Jones Financial Companies
782
Jones Financial Companies
Missouri
$31.3K +$21.2K +118 New
MA
783
Montag & Associates
Georgia
$30.8K
CWP
784
Concord Wealth Partners
Virginia
$30.2K +$15.7K +87 +322%
AAP
785
Arax Advisory Partners
Colorado
$29.7K
GWM
786
Geneos Wealth Management
Colorado
$29.7K +$18K +100 +833%
SWM
787
Sanctuary Wealth Management
Idaho
$27.8K
Kayne Anderson Rudnick Investment Management
788
Kayne Anderson Rudnick Investment Management
California
$27.8K +$900 +5 +5%
JPWM
789
Jamison Private Wealth Management
Georgia
$26.8K +$7.2K +40 +66%
MAWCM
790
Mine & Arao Wealth Creation & Management
California
$26.5K
A
791
Allianz
Germany
$26.5K +$18K +100 New
PGAM
792
Princeton Global Asset Management
New Jersey
$26.5K +$18K +100 New
PFSC
793
Peoples Financial Services Corp
Pennsylvania
$26.5K
ZB
794
Zions Bancorporation
Utah
$25.7K -$1.8K -10 -9%
HF
795
Halpern Financial
Virginia
$25.2K
C
796
Covestor
United Kingdom
$25K -$15.1K -84 -47%
A
797
AlphaQuest
New York
$23.6K +$16K +89 New
BIA
798
Bell Investment Advisors
California
$22.8K -$360 -2 -2%
PAM
799
Palisade Asset Management
Minnesota
$22K +$14.9K +83 New
EC
800
EntryPoint Capital
New York
$21.7K +$14.8K +82 New

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.