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Coinbase
COIN

Overview Fund Activity

888 hedge funds and large institutions have $21.6B invested in Coinbase in 2021 Q4 according to their latest regulatory filings, with 326 funds opening new positions, 268 increasing their positions, 202 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
888
Holders Change
+227
Holders Change %
+34.34%
% of All Funds
13.71%
Holding in Top 10
53
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+60.61%
% of All Funds
0.82%
New
326
Increased
268
Reduced
202
Closed
90
Calls
$2.76B
Puts
$2.85B
Net Calls
-$91.9M
Net Calls Change
+$519M

Top Buyers

1
AEPI
AH Equity Partners III
California
+$2.72B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$650M
3
Morgan Stanley
Morgan Stanley
New York
+$645M
4
Renaissance Technologies
Renaissance Technologies
New York
+$338M
5
BlackRock
BlackRock
New York
+$286M

Top Sellers

1
AIM
ARK Investment Management
Florida
-$389M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$315M
3
USAA
United Services Automobile Association
Texas
-$135M
4
IVMX
Institutional Venture Management XV
California
-$114M
5
NAMA
Nikko Asset Management Americas
New York
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAWCM
851
Mine & Arao Wealth Creation & Management
California
$3K -$8.54K -37 -74%
WAS
852
Winch Advisory Services
Wisconsin
$3K – – –
JMF
853
Johnson Midwest Financial
Iowa
$3K – – –
BBPWM
854
Blue Bell Private Wealth Management
Pennsylvania
$3K +$3K +10 New
RDIA
855
RE Dickinson Investment Advisors
Iowa
$3K +$3K +13 New
Nisa Investment Advisors
856
Nisa Investment Advisors
Missouri
$3K +$3K +14 New
BA
857
Bellwether Advisors
Nebraska
$2K – – –
DSC
858
Duncker Streett & Co
Missouri
$2K – – –
PFA
859
Professional Financial Advisors
Nebraska
$2K – – –
RBC
860
Roble Belko & Company
Pennsylvania
$2K – – –
PWMG
861
Prestige Wealth Management Group
New Jersey
$2K +$667 +3 +50%
RF
862
Robbins Farley
New Hampshire
$2K +$2K +6 New
AP
863
Arlington Partners
Alabama
$2K +$2K +6 New
C
864
Covestor
United Kingdom
$2K +$2K +6 New
TC
865
TAP Consulting
Missouri
$2K +$2K +8 New
Lazard Asset Management
866
Lazard Asset Management
New York
$2K +$2K +9 New
CFRPA
867
Castle Financial & Retirement Planning Associates
New Jersey
$2K +$2K +10 New
CWS
868
Confluence Wealth Services
Pennsylvania
$2K +$2K +10 New
TAM
869
Tucker Asset Management
Colorado
$1.8K – – –
RA
870
Rise Advisors
New York
$1.51K +$1.51K +6 New
Manulife (Manufacturers Life Insurance)
871
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.2K +$225 +891 +23%
HCM
872
Horrell Capital Management
Arkansas
$1K -$3.33K -10 -77%
PCFFS
873
Pacific Center for Financial Services
California
$1K – – –
MAM
874
Marquette Asset Management
Minnesota
$1K – – –
JWA
875
JFS Wealth Advisors
Pennsylvania
$1K – – –
33 34
35
36 37