XYZ

Block, Inc.

963 hedge funds and large institutions have $20B invested in Block, Inc. in 2022 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 330 increasing their positions, 380 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
963
Holders Change
-57
Holders Change %
-5.59%
% of All Funds
16.65%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.42%
New
88
Increased
330
Reduced
380
Closed
132
Calls
$1.94B
Puts
$2.25B
Net Calls
-$316M
Net Calls Change
+$112M
Name Holding Trade Value Shares
Change
Shares
Change %
TWC
401
TD Waterhouse Canada
Ontario, Canada
$1.04M -$401K -6,382 -28%
Baird Financial Group
402
Baird Financial Group
Wisconsin
$1.04M +$27.3K +496 +3%
LWM
403
Lyell Wealth Management
California
$1.02M -$61.7K -1,122 -6%
CA
404
Cetera Advisors
Colorado
$1.01M +$256K +4,652 +34%
GL
405
GHE LLC
Tennessee
$1.01M +$334K +6,078 +49%
AA
406
ALPS Advisors
Colorado
$990K +$5.88K +107 +0.6%
AWM
407
AE Wealth Management
Kansas
$981K -$1.09M -19,821 -53%
SIC
408
Salem Investment Counselors
North Carolina
$977K -$40.4K -735 -4%
WTC
409
WhitTier Trust Company
Nevada
$968K +$43.1K +783 +5%
ETCM
410
Evolutionary Tree Capital Management
Virginia
$967K +$140K +2,554 +17%
ASN
411
Advisory Services Network
Georgia
$965K -$716K -13,029 -43%
GC
412
GFG Capital
Florida
$955K +$174K +3,175 +22%
GPA
413
Garrison Point Advisors
California
$950K +$5.23K +95 +0.6%
HLA
414
Hamilton Lane Advisors
Pennsylvania
$950K +$76.9K +1,397 +9%
ATPW
415
Ashton Thomas Private Wealth
Arizona
$938K -$62.4K -1,134 -6%
RIA
416
Realta Investment Advisors
Delaware
$937K +$9.57K +174 +1%
PCIA
417
Prime Capital Investment Advisors
Kansas
$935K +$935K +16,999 New
SCM
418
Shelton Capital Management
Colorado
$929K -$121K -2,200 -12%
FHA
419
Flagship Harbor Advisors
Massachusetts
$929K -$1.38K -25 -0.1%
TC
420
Titleist Capital
Texas
$928K +$44.8K +814 +5%
SWP
421
Stratos Wealth Partners
Ohio
$927K -$263K -4,777 -22%
Mercer Global Advisors
422
Mercer Global Advisors
Colorado
$926K -$61.1K -1,112 -6%
CCG
423
Cloverfields Capital Group
Minnesota
$917K -$15.5K -281 -2%
BBHC
424
Brown Brothers Harriman & Co
New York
$913K -$3.3K -60 -0.4%
ARC
425
Advisor Resource Council
Texas
$909K +$564K +10,251 +163%