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Coinbase

921 hedge funds and large institutions have $27.6B invested in Coinbase in 2024 Q1 according to their latest regulatory filings, with 210 funds opening new positions, 274 increasing their positions, 299 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 210 | Existing positions closed: 101

46% more capital invested

Capital invested by funds: $18.8B → $27.6B (+$8.72B)

12% more funds holding

Funds holding: 825921 (+96)

4% more funds holding in top 10

Funds holding in top 10: 5153 (+2)

2% less call options, than puts

Call options by funds: $7.48B | Put options by funds: $7.62B

8% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 299

2.92% less ownership

Funds ownership: 56.44%53.52% (-2.9%)

Holders
921
Holders Change
+96
Holders Change %
+11.64%
% of All Funds
13.27%
Holding in Top 10
53
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.92%
% of All Funds
0.76%
New
210
Increased
274
Reduced
299
Closed
101
Calls
$7.48B
Puts
$7.62B
Net Calls
-$134M
Net Calls Change
+$2.07B
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.48B +$472M +2,624,989 +18%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.71B +$1.16B +6,427,214 +169%
BlackRock
3
BlackRock
New York
$2.44B +$121M +670,468 +8%
PO
4
Paradigm Operations
California
$1.2B
AIM
5
ARK Investment Management
Florida
$1.17B -$752M -4,178,670 -49%
State Street
6
State Street
Massachusetts
$1.01B -$3.13M -17,401 -0.5%
Sumitomo Mitsui Trust Group
7
Sumitomo Mitsui Trust Group
Japan
$909M -$376M -2,087,647 -38%
Morgan Stanley
8
Morgan Stanley
New York
$885M -$406M -2,255,821 -40%
NAMA
9
Nikko Asset Management Americas
New York
$799M -$386M -2,144,706 -42%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$747M +$19.8M +110,079 +4%
Norges Bank
11
Norges Bank
Norway
$524M +$146M +811,457 +70%
APM
12
a16z Perennial Management
California
$502M +$188M +1,044,207 +123%
Jane Street
13
Jane Street
New York
$440M -$378M -2,099,272 -56%
CAC
14
Cowen and Company
New York
$409M +$211M +1,170,433 +315%
CSD
15
Clear Street Derivatives
New York
$339M +$230M +1,277,016 New
N
16
Natixis
France
$273M +$171M +947,838 +1,148%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$258M -$66.1M -367,496 -27%
Northern Trust
18
Northern Trust
Illinois
$245M +$5.8M +32,225 +4%
Charles Schwab
19
Charles Schwab
California
$226M +$35.1M +195,277 +30%
MCM
20
Multicoin Capital Management
Texas
$217M +$31.1M +173,057 +27%
Legal & General Group
21
Legal & General Group
United Kingdom
$211M +$55.2M +306,646 +63%
BBVA
22
Banco Bilbao Vizcaya Argentaria
Spain
$177M -$738K -4,099 -0.6%
IC
23
IEQ Capital
California
$168M +$33.9M +188,444 +42%
Voloridge Investment Management
24
Voloridge Investment Management
Florida
$160M -$14.7M -81,496 -12%
Deutsche Bank
25
Deutsche Bank
Germany
$156M +$72.5M +402,649 +218%

COIN Hedge Fund Activity: Q1 2024 in Review

921 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Coinbase (COIN) for Q1 2024, worth a combined $27.6B — up 46% from $18.8B a quarter earlier.

Buyers outnumbered sellers: 210 funds opened new COIN positions and 101 closed out — a net gain of 109 holders — while 274 added to existing stakes and 299 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.16B. The largest seller was ARK Investment Management, cutting an estimated $752M.

  • 921 institutional investors held Coinbase (COIN) as of Q1 2024, up from 825 in Q4 2023.
  • Funds reported $27.6B of Coinbase stock for Q1 2024, up 46% quarter-over-quarter.
  • 210 funds opened new Coinbase positions in Q1 2024 and 101 closed out, a net change of +109 holders.
  • The largest Coinbase buyer in Q1 2024 was Fidelity Investments, an estimated $1.16B added.
  • The largest Coinbase seller in Q1 2024 was ARK Investment Management, an estimated $752M sold.

Based on aggregated 13F filings for Q1 2024.