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XYZ

Block Inc

1,068 hedge funds and large institutions have $32.5B invested in Block Inc in 2024 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 377 increasing their positions, 325 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 105

16% more repeat investments, than reductions

Existing positions increased: 377 | Existing positions reduced: 325

4% more funds holding

Funds holding: 1,0291,068 (+39)

3% more funds holding in top 10

Funds holding in top 10: 3435 (+1)

5% more capital invested

Capital invested by funds: $31.1B → $32.5B (+$1.45B)

1% less call options, than puts

Call options by funds: $2.44B | Put options by funds: $2.46B

3.22% less ownership

Funds ownership: 72.64%69.42% (-3.2%)

Holders
1,068
Holders Change
+39
Holders Change %
+3.79%
% of All Funds
15.38%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.5%
New
159
Increased
377
Reduced
325
Closed
105
Calls
$2.44B
Puts
$2.46B
Net Calls
-$23.7M
Net Calls Change
-$546M
Name Holding Trade Value Shares
Change
Change in
Stake
RL
401
Retireful LLC
Michigan
$1.42M +$1.22M +16,800 New
BONH
402
Bank of New Hampshire
New Hampshire
$1.42M +$17.3K +239 +1%
DWA
403
Douglass Winthrop Advisors
New York
$1.4M +$1.2M +16,525 New
GAM
404
Gotham Asset Management
New York
$1.39M -$289K -3,999 -20%
MWM
405
Moran Wealth Management
Florida
$1.38M +$321K +4,432 +37%
CC
406
Centiva Capital
New York
$1.38M +$394K +5,453 +50%
GPA
407
Garrison Point Advisors
California
$1.38M +$24.6K +340 +2%
AWS
408
Atria Wealth Solutions
New York
$1.37M -$34.5K -477 -3%
GCP
409
GSA Capital Partners
United Kingdom
$1.36M +$418K +5,783 +56%
SWM
410
SeaCrest Wealth Management
New York
$1.33M +$323K +4,472 +40%
P
411
Pitcairn
Pennsylvania
$1.32M -$327K -4,527 -22%
FHA
412
Flagship Harbor Advisors
Massachusetts
$1.32M -$4.85K -67 -0.4%
TMAM
413
Tokio Marine Asset Management
Japan
$1.32M +$91.9K +1,270 +9%
BC
414
Burney Company
Virginia
$1.32M -$6.8K -94 -0.6%
AI
415
AXS Investments
New York
$1.31M -$301K -4,159 -21%
HFA
416
Harbert Fund Advisors
Alabama
$1.29M -$108K -1,500 -9%
IHG
417
Insight Holdings Group
New York
$1.29M
AWM
418
Avitas Wealth Management
California
$1.28M -$875K -12,092 -44%
TAM
419
Titleist Asset Management
Texas
$1.28M +$73.9K +1,022 +7%
HHGC
420
Hunting Hill Global Capital
New York
$1.27M +$1.08M +14,959 New
CLOS
421
Compagnie Lombard Odier SCmA
Switzerland
$1.26M -$468K -6,465 -30%
Carson Wealth (CWM LLC)
422
Carson Wealth (CWM LLC)
Nebraska
$1.26M -$79.3K -1,096 -7%
PIM
423
Plato Investment Management
Australia
$1.23M +$899K +12,432 +588%
RSC
424
Red Spruce Capital
Pennsylvania
$1.23M
LNC
425
Lincoln National Corp
Pennsylvania
$1.22M +$570K +7,874 +121%

XYZ Hedge Fund Activity: Q1 2024 in Review

1,068 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q1 2024, worth a combined $32.5B — up 4.7% from $31.1B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new XYZ positions and 105 closed out — a net gain of 54 holders — while 377 added to existing stakes and 325 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $520M. The largest seller was Morgan Stanley, cutting an estimated $1.37B.

  • 1,068 institutional investors held Block Inc (XYZ) as of Q1 2024, up from 1,029 in Q4 2023.
  • Funds reported $32.5B of Block Inc stock for Q1 2024, up 4.7% quarter-over-quarter.
  • 159 funds opened new Block Inc positions in Q1 2024 and 105 closed out, a net change of +54 holders.
  • The largest Block Inc buyer in Q1 2024 was Fidelity Investments, an estimated $520M added.
  • The largest Block Inc seller in Q1 2024 was Morgan Stanley, an estimated $1.37B sold.

Based on aggregated 13F filings for Q1 2024.