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Coinbase

614 hedge funds and large institutions have $7.22B invested in Coinbase in 2023 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 158 increasing their positions, 172 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more capital invested

Capital invested by funds: $3.78B → $7.22B (+$3.44B)

82% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 72

8% more funds holding

Funds holding: 569614 (+45)

8% more funds holding in top 10

Funds holding in top 10: 2628 (+2)

1.76% more ownership

Funds ownership: 56.53%58.29% (+1.8%)

8% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 172

31% less call options, than puts

Call options by funds: $1.53B | Put options by funds: $2.21B

Holders
614
Holders Change
+45
Holders Change %
+7.91%
% of All Funds
9.78%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.45%
New
131
Increased
158
Reduced
172
Closed
72
Calls
$1.53B
Puts
$2.21B
Net Calls
-$681M
Net Calls Change
-$526M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$918M +$24M +400,642 +3%
AIM
2
ARK Investment Management
Florida
$796M +$155M +2,586,742 +28%
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$582M +$77.9M +1,300,484 +18%
NAMA
4
Nikko Asset Management Americas
New York
$549M +$77.7M +1,298,374 +19%
BlackRock
5
BlackRock
New York
$511M +$5.03M +83,920 +1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$459M +$328M +5,469,706 +414%
Morgan Stanley
7
Morgan Stanley
New York
$281M +$17.1M +285,064 +7%
PO
8
Paradigm Operations
California
$250M
State Street
9
State Street
Massachusetts
$209M +$3.66M +61,088 +2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$158M +$4.37M +73,036 +3%
AEPLI
11
AH Equity Partners LSV I
California
$153M
Goldman Sachs
12
Goldman Sachs
New York
$121M -$32.6M -544,716 -23%
ITVII
13
IDG Technology Venture Investment IV
Hong Kong
$116M
Renaissance Technologies
14
Renaissance Technologies
New York
$112M -$106M -1,769,291 -52%
SVGI
15
Sozo Ventures GP II
California
$73.3M
Voloridge Investment Management
16
Voloridge Investment Management
Florida
$73M +$26.9M +448,552 +71%
Bank of America
17
Bank of America
North Carolina
$72.8M +$26M +433,771 +67%
MB
18
MUFG Bank
Japan
$59.3M
Northern Trust
19
Northern Trust
Illinois
$54.4M +$2.52M +42,157 +6%
Invesco
20
Invesco
Georgia
$51M +$1.33M +22,280 +3%
BBVA
21
Banco Bilbao Vizcaya Argentaria
Spain
$47.2M -$166K -2,779 -0.4%
Coatue Management
22
Coatue Management
New York
$43M +$38.1M +637,046 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$41.4M +$169K +2,822 +0.5%
G1
24
Greylock 15
California
$40.7M
Barclays
25
Barclays
United Kingdom
$38.9M -$3.15M -52,586 -8%

COIN Hedge Fund Activity: Q1 2023 in Review

614 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Coinbase (COIN) for Q1 2023, worth a combined $7.22B — up 91% from $3.78B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new COIN positions and 72 closed out — a net gain of 59 holders — while 158 added to existing stakes and 172 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $328M. The largest seller was Renaissance Technologies, cutting an estimated $106M.

  • 614 institutional investors held Coinbase (COIN) as of Q1 2023, up from 569 in Q4 2022.
  • Funds reported $7.22B of Coinbase stock for Q1 2023, up 91% quarter-over-quarter.
  • 131 funds opened new Coinbase positions in Q1 2023 and 72 closed out, a net change of +59 holders.
  • The largest Coinbase buyer in Q1 2023 was Fidelity Investments, an estimated $328M added.
  • The largest Coinbase seller in Q1 2023 was Renaissance Technologies, an estimated $106M sold.

Based on aggregated 13F filings for Q1 2023.