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Coinbase
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664 hedge funds and large institutions have $13.2B invested in Coinbase in 2021 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 247 increasing their positions, 136 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 136

62% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 92

17% more capital invested

Capital invested by funds: $11.2B → $13.2B (+$1.93B)

8% more funds holding

Funds holding: 616 → 664 (+48)

4.75% more ownership

Funds ownership: 33.96% → 38.71% (+4.8%)

11% less funds holding in top 10

Funds holding in top 10: 37 → 33 (-4)

23% less call options, than puts

Call options by funds: $2.07B | Put options by funds: $2.68B

Holders
664
Holders Change
+48
Holders Change %
+7.79%
% of All Funds
11.62%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.58%
New
149
Increased
247
Reduced
136
Closed
92
Calls
$2.07B
Puts
$2.68B
Net Calls
-$611M
Net Calls Change
-$777M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$586M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$367M
3
AIM
ARK Investment Management
Florida
+$339M
4
NAMA
Nikko Asset Management Americas
New York
+$328M
5
Morgan Stanley
Morgan Stanley
New York
+$292M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$130M
2
MCCP
Mission Creek Capital Partners
California
-$86.7M
3
BlackRock
BlackRock
New York
-$76.1M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$74.2M
5
Goldman Sachs
Goldman Sachs
New York
-$38.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
151
Leonteq Securities AG
Switzerland
$4.04M +$2.66M +10,795 +155%
Creative Planning
152
Creative Planning
Kansas
$4.04M -$1.2M -4,867 -22%
BPM
153
Bronson Point Management
Connecticut
$3.98M -$4.31M -17,500 -50%
MIAN
154
Mariner Independent Advisor Network
Kansas
$3.78M +$18.5K +75 +0.5%
CAM
155
Cresset Asset Management
Illinois
$3.75M +$1.51M +6,144 +59%
ARIS
156
Advanced Research Investment Solutions
California
$3.75M +$4.06M +16,491 New
Wells Fargo
157
Wells Fargo
California
$3.75M -$1M -4,066 -20%
KAS
158
Kestra Advisory Services
Texas
$3.74M +$631K +2,565 +18%
Mercer Global Advisors
159
Mercer Global Advisors
Colorado
$3.59M +$246K +998 +7%
RFMS
160
RWQ Financial Management Services
Florida
$3.47M +$3.75M +15,240 New
LI
161
Latash Investments
Alaska
$3.44M – – –
SHGA
162
Sand Hill Global Advisors
California
$3.43M +$3.71M +15,077 New
BFA
163
Beaumont Financial Advisors
Massachusetts
$3.33M +$3.6M +14,616 New
BAM
164
Blueshift Asset Management
New Jersey
$3.19M +$2.97M +12,051 +605%
GKWIM
165
Gerber Kawasaki Wealth & Investment Management
California
$3.04M +$2.84M +11,523 +704%
RWM
166
Refined Wealth Management
Utah
$3M +$3.24M +13,173 New
CTC
167
Central Trust Company
Missouri
$2.96M +$2.49M +10,132 +350%
SCC
168
Second Curve Capital
Pennsylvania
$2.96M +$1.23M +5,000 +63%
SEI Investments
169
SEI Investments
Pennsylvania
$2.93M -$1.23M -5,005 -28%
OC
170
Oppenheimer & Co
New York
$2.89M +$2.09M +8,473 +200%
MS
171
Madden Securities
Texas
$2.85M +$665K +2,700 +27%
WTC
172
WhitTier Trust Company
Nevada
$2.83M +$55.6K +226 +2%
Brown Advisory
173
Brown Advisory
Maryland
$2.81M -$411K -1,668 -12%
ECM
174
ExodusPoint Capital Management
New York
$2.79M +$2.8M +11,386 +1,278%
MCM
175
Moore Capital Management
New York
$2.77M +$3M +12,200 New
5 6
7
8 9

COIN Hedge Fund Activity: Q3 2021 in Review

664 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Coinbase (COIN) for Q3 2021, worth a combined $13.2B — up 17% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 149 funds opened new COIN positions and 92 closed out — a net gain of 57 holders — while 247 added to existing stakes and 136 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $586M. The largest seller was Citadel Advisors, cutting an estimated $130M.

  • 664 institutional investors held Coinbase (COIN) as of Q3 2021, up from 616 in Q2 2021.
  • Funds reported $13.2B of Coinbase stock for Q3 2021, up 17% quarter-over-quarter.
  • 149 funds opened new Coinbase positions in Q3 2021 and 92 closed out, a net change of +57 holders.
  • The largest Coinbase buyer in Q3 2021 was JP Morgan Chase, an estimated $586M added.
  • The largest Coinbase seller in Q3 2021 was Citadel Advisors, an estimated $130M sold.

Based on aggregated 13F filings for Q3 2021.