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Coinbase

980 hedge funds and large institutions have $19.4B invested in Coinbase in 2025 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 420 increasing their positions, 249 reducing their positions, and 166 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
980
Holders Change
-32
Holders Change %
-3.16%
% of All Funds
13.31%
Holding in Top 10
29
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.12%
% of All Funds
0.39%
New
161
Increased
420
Reduced
249
Closed
166
Calls
$7.05B
Puts
$7.2B
Net Calls
-$149M
Net Calls Change
-$867M
Name Holding Trade Value Shares
Change
Shares
Change %
FDW
901
Fourth Dimension Wealth
Ohio
$4.31K +$4.31K +25 New
RBC
902
Roble Belko & Company
Pennsylvania
$4K +$1.22K +7 +44%
CI
903
Cordant Inc
Oregon
$3.96K +$3.96K +23 New
HFS
904
Hughes Financial Services
Virginia
$3.84K +$3.84K +22 New
RFG
905
REAP Financial Group
Texas
$3.79K +$3.79K +22 New
PMFA
906
Plante Moran Financial Advisors
Michigan
$3.62K
BT
907
Banque Transatlantique
France
$3.62K
CWM
908
CarsonAllaria Wealth Management
Illinois
$3.45K
BCWM
909
Bartlett & Co Wealth Management
Ohio
$3.45K
PC
910
Promus Capital
Illinois
$3.45K
TIM
911
Tortoise Investment Management
New York
$3.45K
BAM
912
Bellevue Asset Management
Washington
$3.45K
NC
913
NewSquare Capital
Pennsylvania
$3.45K +$3.45K +20 New
PWMG
914
Prestige Wealth Management Group
New Jersey
$3.27K
CAWM
915
Capital A Wealth Management
Pennsylvania
$3.27K
PS
916
PayPay Securities
Japan
$3.12K -$3.81K -22 -55%
Pacer Advisors
917
Pacer Advisors
Pennsylvania
$3.1K +$2.24K +13 +260%
CA
918
Centerpoint Advisors
Massachusetts
$3K -$6.88K -39 -70%
NS
919
NBC Securities
Alabama
$3K +$3K +18 New
CIAS
920
CBIZ Investment Advisory Services
Ohio
$2.93K -$1.55K -9 -35%
CT
921
Clearstead Trust
Maine
$2.93K
1IA
922
1620 Investment Advisors
Massachusetts
$2.93K
RAM
923
Riggs Asset Management
Pennsylvania
$2.58K -$345 -2 -12%
AP
924
Aspect Partners
Virginia
$2.58K +$2.58K +15 New
WTA
925
Washington Trust Advisors
Massachusetts
$2.35K +$670 +4 +40%