XYZ

Block, Inc.
XYZ

Overview Fund Activity

987 hedge funds and large institutions have $24.9B invested in Block, Inc. in 2024 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 345 increasing their positions, 351 reducing their positions, and 172 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
987
Holders Change
-72
Holders Change %
-6.8%
% of All Funds
14.35%
Holding in Top 10
24
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-31.43%
% of All Funds
0.35%
New
116
Increased
345
Reduced
351
Closed
172
Calls
$1.51B
Puts
$1.49B
Net Calls
+$26.9M
Net Calls Change
+$54.4M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$582M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$409M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$204M
4
Millennium Management
Millennium Management
New York
+$167M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$133M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$592M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$546M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$211M
4
Coatue Management
Coatue Management
New York
-$194M
5
TA
Trivest Advisors
Hong Kong
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
SP
351
SWS Partners
Ohio
$1.6M +$21.2K +329 +1%
Credit Agricole
352
Credit Agricole
France
$1.6M +$1.02M +15,796 +176%
KPWS
353
Kestra Private Wealth Services
Texas
$1.54M +$271K +4,201 +21%
MFAM
354
Motley Fool Asset Management
Virginia
$1.54M +$374K +5,853 +32%
IFWM
355
Institute for Wealth Management
Colorado
$1.49M +$27.3K +423 +2%
CTC (Chicago Trading Company)
356
CTC (Chicago Trading Company)
Illinois
$1.49M +$1.49M +23,130 New
EF
357
Empowered Funds
Pennsylvania
$1.49M +$153K +2,371 +11%
SCM
358
Shelton Capital Management
Colorado
$1.48M – – –
WAM
359
Weinberger Asset Management
California
$1.46M +$6.45K +100 +0.4%
EAM
360
Evanson Asset Management
California
$1.45M – – –
SI
361
Stephens Inc
Arkansas
$1.45M -$300K -4,656 -17%
CAPTRUST Financial Advisors
362
CAPTRUST Financial Advisors
North Carolina
$1.44M -$259K -4,021 -15%
NRD
363
Nebula Research & Development
New York
$1.42M +$1.42M +21,980 New
PA
364
Procyon Advisors
Connecticut
$1.42M -$22.9K -355 -2%
AWS
365
Atria Wealth Solutions
New York
$1.4M +$357K +5,536 +34%
CIC
366
Cornercap Investment Counsel
Georgia
$1.38M -$20.3K -314 -1%
ZDA
367
Zweig-DiMenna Associates
New York
$1.38M -$576K -8,930 -29%
DWA
368
Douglass Winthrop Advisors
New York
$1.37M +$304K +4,710 +29%
ERSOT
369
Employees Retirement System of Texas
Texas
$1.36M +$1.36M +21,058 New
GL
370
GHE LLC
Tennessee
$1.35M -$6.71K -104 -0.5%
MIM
371
MetLife Investment Management
New Jersey
$1.34M +$102K +1,578 +8%
RFM
372
Royal Fund Management
Florida
$1.34M -$451K -6,986 -25%
MWM
373
Moran Wealth Management
Florida
$1.34M +$281K +4,355 +27%
VIM
374
Vinva Investment Management
Australia
$1.33M -$574K -9,062 -30%
LAI
375
Legal Advantage Investments
California
$1.33M -$3.22K -50 -0.2%
13 14
15
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