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 %
IWC
401
Integrated Wealth Concepts
Massachusetts
$1.06M -$78.9K -1,224 -7%
GPA
402
Garrison Point Advisors
California
$1.05M +$2.58K +40 +0.2%
P
403
Pitcairn
Pennsylvania
$1.04M +$34.4K +534 +3%
PI
404
PFG Investments
New York
$1.04M -$81K -1,256 -7%
WS
405
Wedbush Securities
California
$1.04M -$413K -6,396 -28%
Bank Julius Baer & Co
406
Bank Julius Baer & Co
Switzerland
$1.03M -$760K -10,595 -42%
LOAMS
407
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.03M -$258K -4,002 -20%
SO
408
STRS Ohio
Ohio
$1.01M +$369K +5,724 +57%
XC
409
XY Capital
Hong Kong
$1.01M -$4.36M -67,653 -81%
Carson Wealth (CWM LLC)
410
Carson Wealth (CWM LLC)
Nebraska
$1.01M +$46.5K +721 +5%
ACP
411
Aviance Capital Partners
Florida
$1M +$356K +5,515 +55%
PIM
412
Plato Investment Management
Australia
$1M +$63.5K +984 +7%
SWM
413
SeaCrest Wealth Management
New York
$991K -$20K -310 -2%
IP
414
Intellectus Partners
California
$987K -$555K -8,600 -36%
HWM
415
Hohimer Wealth Management
Washington
$984K +$984K +15,253 New
BC
416
Burney Company
Virginia
$977K -$26K -403 -3%
AWM
417
Avitas Wealth Management
California
$973K -$5.42K -84 -0.6%
AA
418
ALPS Advisors
Colorado
$968K +$106K +1,647 +12%
HHGC
419
Hunting Hill Global Capital
New York
$965K – – –
DC
420
Dantai Capital
Hong Kong
$962K -$900K -13,950 -48%
TAM
421
Titleist Asset Management
Texas
$956K -$18.5K -287 -2%
SWM
422
Shelton Wealth Management
Texas
$944K +$944K +14,645 New
RSC
423
Red Spruce Capital
Pennsylvania
$937K +$2.13K +33 +0.2%
CLOS
424
Compagnie Lombard Odier SCmA
Switzerland
$931K -$27.9K -432 -3%
SW
425
SteelPeak Wealth
California
$926K +$94.5K +1,466 +11%
15 16
17
18 19