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Coinbase

1,262 hedge funds and large institutions have $33.4B invested in Coinbase in 2025 Q4 according to their latest regulatory filings, with 192 funds opening new positions, 509 increasing their positions, 409 reducing their positions, and 228 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 509 | Existing positions reduced: 409

15% more call options, than puts

Call options by funds: $11.7B | Put options by funds: $10.1B

1.2% less ownership

Funds ownership: 65.88%64.68% (-1.2%)

5% less funds holding

Funds holding: 1,3261,262 (-64)

16% less first-time investments, than exits

New positions opened: 192 | Existing positions closed: 228

18% less funds holding in top 10

Funds holding in top 10: 4033 (-7)

30% less capital invested

Capital invested by funds: $47.8B → $33.4B (-$14.4B)

Holders
1,262
Holders Change
-64
Holders Change %
-4.83%
% of All Funds
15.36%
Holding in Top 10
33
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-17.5%
% of All Funds
0.4%
New
192
Increased
509
Reduced
409
Closed
228
Calls
$11.7B
Puts
$10.1B
Net Calls
+$1.55B
Net Calls Change
-$4.5B
Name Holding Trade Value Shares
Change
Change in
Stake
PHS
926
Pekin Hardy Strauss
Illinois
$216K +$285K +955 New
PP
927
PDS Planning
Ohio
$215K +$27.4K +92 +11%
CIA
928
Compass Ion Advisors
Pennsylvania
$215K
PTC
929
Private Trust Company
Ohio
$215K +$69.1K +232 +32%
BTI
930
Blue Trust Inc
Georgia
$213K -$11K -37 -4%
CCA
931
Childress Capital Advisors
Texas
$211K -$34.9K -117 -11%
SWM
932
Silverlake Wealth Management
Vermont
$210K +$277K +930 New
AAP
933
Arax Advisory Partners
Colorado
$210K -$26.2K -88 -9%
PIA
934
Perennial Investment Advisors
California
$210K -$12.8K -43 -4%
SWM
935
Shelton Wealth Management
Texas
$210K +$50.4K +169 +22%
OCM
936
One Capital Management
California
$210K +$29.8K +100 +12%
SWM
937
Spire Wealth Management
Virginia
$210K -$1.21M -4,053 -81%
JIP
938
Jaffetilchin Investment Partners
Florida
$209K +$276K +925 New
DAM
939
DLD Asset Management
New York
$207K +$273K +916 New
YC
940
Yarbrough Capital
Tennessee
$207K -$182K -610 -40%
TFGT
941
TS Financial Group (TSFG)
Illinois
$206K
PA
942
Procyon Advisors
Connecticut
$206K +$271K +909 New
HC
943
Headland Capital
South Carolina
$205K +$270K +907 New
HSA
944
HBK Sorce Advisory
Pennsylvania
$204K -$43.5K -146 -11%
LTM
945
Lotus Technology Management
Florida
$204K +$268K +901 New
BOPW
946
Brandywine Oak Private Wealth
Pennsylvania
$201K
IA
947
IFG Advisory
Georgia
$201K -$28K -94 -10%
PS
948
Principal Securities
Iowa
$201K +$894 +3 +0.3%
AA
949
Alta Advisers
United Kingdom
$200K -$59.6K -200 -18%
CIBC Private Wealth Group
950
CIBC Private Wealth Group
Georgia
$199K -$131K -439 -33%