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Coinbase
COIN

892 hedge funds and large institutions have $21.6B invested in Coinbase in 2021 Q4 according to their latest regulatory filings, with 327 funds opening new positions, 270 increasing their positions, 203 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more first-time investments, than exits

New positions opened: 327 | Existing positions closed: 90

64% more capital invested

Capital invested by funds: $13.2B → $21.6B (+$8.44B)

61% more funds holding in top 10

Funds holding in top 10: 33 → 53 (+20)

34% more funds holding

Funds holding: 664 → 892 (+228)

33% more repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 203

16.75% more ownership

Funds ownership: 38.71% → 55.47% (+17%)

3% less call options, than puts

Call options by funds: $2.76B | Put options by funds: $2.85B

Holders
892
Holders Change
+228
Holders Change %
+34.34%
% of All Funds
13.73%
Holding in Top 10
53
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+60.61%
% of All Funds
0.82%
New
327
Increased
270
Reduced
203
Closed
90
Calls
$2.76B
Puts
$2.85B
Net Calls
-$91.9M
Net Calls Change
+$519M

Top Buyers

Rank Fund Capital Flow
1
AEPI
AH Equity Partners III
California
+$3.13B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$749M
3
Morgan Stanley
Morgan Stanley
New York
+$744M
4
Renaissance Technologies
Renaissance Technologies
New York
+$389M
5
BlackRock
BlackRock
New York
+$329M

Top Sellers

Rank Fund Capital Flow
1
AIM
ARK Investment Management
Florida
-$448M
2
JP Morgan Chase
JP Morgan Chase
New York
-$363M
3
USAA
United Services Automobile Association
Texas
-$155M
4
IVMX
Institutional Venture Management XV
California
-$131M
5
NAMA
Nikko Asset Management Americas
New York
-$127M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
851
Cribstone Capital Management
Maine
$4K +$4.94K +17 New
HS
852
Horan Securities
United States
$4K +$4.94K +17 New
PP
853
PFS Partners
New Jersey
$3.79K +$4.36K +15 New
CMA
854
Cedar Mountain Advisors
Oregon
$3K -$26.2K -90 -90%
MAWCM
855
Mine & Arao Wealth Creation & Management
California
$3K -$10.8K -37 -74%
JMF
856
Johnson Midwest Financial
Iowa
$3K – – –
WAS
857
Winch Advisory Services
Wisconsin
$3K – – –
BBPWM
858
Blue Bell Private Wealth Management
Pennsylvania
$3K +$2.91K +10 New
RDIA
859
RE Dickinson Investment Advisors
Iowa
$3K +$3.78K +13 New
Nisa Investment Advisors
860
Nisa Investment Advisors
Missouri
$3K +$4.07K +14 New
BA
861
Bellwether Advisors
Nebraska
$2K – – –
DSC
862
Duncker Streett & Co
Missouri
$2K – – –
PFA
863
Professional Financial Advisors
Nebraska
$2K – – –
RBC
864
Roble Belko & Company
Pennsylvania
$2K – – –
PWMG
865
Prestige Wealth Management Group
New Jersey
$2K +$872 +3 +50%
AP
866
Arlington Partners
Alabama
$2K +$1.75K +6 New
C
867
Covestor
United Kingdom
$2K +$1.75K +6 New
RF
868
Robbins Farley
New Hampshire
$2K +$1.75K +6 New
TC
869
TAP Consulting
Missouri
$2K +$2.33K +8 New
Lazard Asset Management
870
Lazard Asset Management
New York
$2K +$2.62K +9 New
CFRPA
871
Castle Financial & Retirement Planning Associates
New Jersey
$2K +$2.91K +10 New
CWS
872
Confluence Wealth Services
Pennsylvania
$2K +$2.91K +10 New
TAM
873
Tucker Asset Management
Colorado
$1.8K – – –
RA
874
Rise Advisors
New York
$1.51K +$1.75K +6 New
Manulife (Manufacturers Life Insurance)
875
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.2K +$259K +891 +23%
33 34
35
36 37

COIN Hedge Fund Activity: Q4 2021 in Review

892 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Coinbase (COIN) for Q4 2021, worth a combined $21.6B — up 64% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 327 funds opened new COIN positions and 90 closed out — a net gain of 237 holders — while 270 added to existing stakes and 203 trimmed.

The largest buyer was AH Equity Partners III, adding an estimated $3.13B. The largest seller was ARK Investment Management, cutting an estimated $448M.

  • 892 institutional investors held Coinbase (COIN) as of Q4 2021, up from 664 in Q3 2021.
  • Funds reported $21.6B of Coinbase stock for Q4 2021, up 64% quarter-over-quarter.
  • 327 funds opened new Coinbase positions in Q4 2021 and 90 closed out, a net change of +237 holders.
  • The largest Coinbase buyer in Q4 2021 was AH Equity Partners III, an estimated $3.13B added.
  • The largest Coinbase seller in Q4 2021 was ARK Investment Management, an estimated $448M sold.

Based on aggregated 13F filings for Q4 2021.