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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 %
CFG
1101
Cooper Financial Group
California
-$206K -829 Closed
HSA
1102
HBK Sorce Advisory
Pennsylvania
-$205K -824 Closed
CGL
1103
Clarius Group LLC
Washington
-$204K -822 Closed
IAIM
1104
International Assets Investment Management
Florida
-$211K -819 Closed
MIC
1105
Means Investment Company
Maine
-$201K -810 Closed
BAM
1106
Berkshire Asset Management
Pennsylvania
-$205K -689 Closed
PTC
1107
Private Trust Company
Ohio
-$156K -628 Closed
JSAM
1108
J. Safra Asset Management
New York
-$156K -611 Closed
CJ
1109
Caitlin John
Michigan
-$135K -545 Closed
VHAM
1110
Van Hulzen Asset Management
California
-$116K -469 Closed
GM
1111
GeoWealth Management
Illinois
-$105K -423 Closed
RS
1112
R Squared
Hong Kong
-$99.3K -400 Closed
OC
1113
Oakworth Capital
Alabama
-$99.3K -400 Closed
NWWA
1114
New Wave Wealth Advisors
Arkansas
-$75.2K -303 Closed
FLP
1115
Financial Life Planners
Arizona
-$68.5K -276 Closed
VWM
1116
Venturi Wealth Management
Texas
-$59.1K -238 Closed
CFB
1117
Cullen/Frost Bankers
Texas
-$49.7K -200 Closed
OWP
1118
ORG Wealth Partners
Texas
-$43.2K -174 Closed
PFG
1119
Prosperity Financial Group
California
-$30K -121 Closed
WWA
1120
Wingate Wealth Advisors
Massachusetts
-$26.8K -108 Closed
AFM
1121
Aspetuck Financial Management
Connecticut
-$24.3K -98 Closed
RCM
1122
Raleigh Capital Management
North Carolina
-$19.1K -77 Closed
CFGS
1123
Concourse Financial Group Securities
Alabama
-$18K -61 Closed
PP
1124
PFS Partners
New Jersey
-$14.4K -58 Closed
NSIM
1125
North Star Investment Management
Illinois
-$13.7K -55 Closed