XYZ

Block, Inc.
XYZ

Overview Fund Activity

961 hedge funds and large institutions have $25.4B invested in Block, Inc. in 2023 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 291 increasing their positions, 383 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
961
Holders Change
-26
Holders Change %
-2.63%
% of All Funds
15.16%
Holding in Top 10
30
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.47%
New
104
Increased
291
Reduced
383
Closed
123
Calls
$1.91B
Puts
$1.6B
Net Calls
+$315M
Net Calls Change
+$367M

Top Buyers

1
BlackRock
BlackRock
New York
+$317M
2
AM
Atreides Management
Massachusetts
+$179M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$171M
4
Holocene Advisors
Holocene Advisors
New York
+$123M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$115M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$746M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$630M
3
Capital International Investors
Capital International Investors
California
-$346M
4
Morgan Stanley
Morgan Stanley
New York
-$286M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
IP
401
Ignite Planners
California
$998K -$25.2K -375 -2%
FIA
402
Foundations Investment Advisors
Arizona
$988K +$392K +5,883 +66%
BCM
403
Bayesian Capital Management
New York
$985K -$284K -4,261 -22%
AWM
404
Avitas Wealth Management
California
$973K -$1.53K -23 -0.2%
TAM
405
Titleist Asset Management
Texas
$948K -$20.2K -303 -2%
MFAM
406
Motley Fool Asset Management
Virginia
$944K +$95.6K +1,436 +11%
BFG
407
Berger Financial Group
Minnesota
$938K -$187K -2,803 -17%
FRM
408
Fox Run Management
Connecticut
$926K +$287K +4,308 +45%
VIM
409
Vinva Investment Management
Australia
$920K +$700K +10,873 +318%
SWP
410
Stratos Wealth Partners
Ohio
$895K +$104K +1,566 +13%
NFSG
411
Newbridge Financial Services Group
Florida
$890K -$14.7K -221 -2%
ASN
412
Advisory Services Network
Georgia
$885K +$11.9K +179 +1%
VCM
413
Vetamer Capital Management
California
$878K +$45.9K +689 +6%
RSC
414
Red Spruce Capital
Pennsylvania
$871K -$10.1K -151 -1%
TMAM
415
Tokio Marine Asset Management
Japan
$863K +$38.4K +577 +5%
GC
416
Gould Capital
Washington
$862K +$38.4K +577 +5%
HWM
417
HB Wealth Management
Georgia
$857K +$12.9K +194 +2%
DFC
418
DB Fitzpatrick & Co
Idaho
$847K +$105K +1,583 +14%
GAA
419
Green Alpha Advisors
Colorado
$836K +$60.6K +910 +8%
ATPW
420
Ashton Thomas Private Wealth
Arizona
$832K -$137K -2,060 -14%
VI
421
Vestcor Inc
New Brunswick, Canada
$832K – – –
IAS
422
Insigneo Advisory Services
Florida
$828K +$248K +3,729 +43%
HSA
423
Hussman Strategic Advisors
Maryland
$825K – – –
RJT
424
Raymond James Trust
Florida
$823K +$15.5K +233 +2%
AIM
425
Aigen Investment Management
New York
$823K +$823K +12,362 New
15 16
17
18 19