XYZ

Block, Inc.

1,059 hedge funds and large institutions have $32.5B invested in Block, Inc. in 2024 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 372 increasing their positions, 323 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,059
Holders Change
+38
Holders Change %
+3.72%
% of All Funds
15.35%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.51%
New
158
Increased
372
Reduced
323
Closed
105
Calls
$2.43B
Puts
$2.46B
Net Calls
-$27.5M
Net Calls Change
-$538M
Name Holding Trade Value Shares
Change
Shares
Change %
TCM
426
Twin Capital Management
Pennsylvania
$1.16M -$152K -1,796 -12%
FIA
427
Foundations Investment Advisors
Arizona
$1.16M -$270K -3,192 -19%
IAS
428
Insigneo Advisory Services
Florida
$1.13M -$326K -3,854 -22%
AA
429
ALPS Advisors
Colorado
$1.13M -$153K -1,804 -12%
NCFG
430
New Century Financial Group
New Jersey
$1.12M +$1.12M +13,257 New
SW
431
SteelPeak Wealth
California
$1.09M -$99.7K -1,179 -8%
DADC
432
D.A. Davidson & Co
Montana
$1.09M +$98.5K +1,165 +10%
RIA
433
Realta Investment Advisors
Delaware
$1.07M -$418K -4,944 -28%
Fisher Asset Management
434
Fisher Asset Management
Washington
$1.06M -$1.26M -14,928 -54%
FRM
435
Fox Run Management
Connecticut
$1.06M +$1.06M +12,497 New
DPAM
436
Degroof Petercam Asset Management
Belgium
$1.05M
BWG
437
Boomfish Wealth Group
Georgia
$1.02M -$35.9K -425 -3%
SWP
438
Stratos Wealth Partners
Ohio
$1.02M -$89.7K -1,060 -8%
AWA
439
Arete Wealth Advisors
Illinois
$1.01M -$144K -1,699 -12%
AFAS
440
Acorn Financial Advisory Services
Virginia
$1M -$34.8K -411 -3%
IAN
441
Integrated Advisors Network
Texas
$982K -$1.05M -12,448 -52%
NIP
442
Nicholas Investment Partners
California
$977K +$429K +5,067 +78%
OWMIAS
443
One Wealth Management Investment & Advisory Services
Florida
$973K -$2.62K -31 -0.3%
BCI
444
Brinker Capital Investments
Pennsylvania
$971K +$300K +3,552 +45%
OPS
445
Orion Portfolio Solutions
Nebraska
$971K +$300K +3,552 +45%
BG
446
Bahl & Gaynor
Ohio
$964K
MSE
447
MUFG Securities EMEA
United Kingdom
$958K -$1.35M -15,976 -59%
ICP
448
Interchange Capital Partners
Pennsylvania
$953K +$34K +399 +4%
TPW
449
Transatlantique Private Wealth
New York
$942K +$682K +8,068 +263%
SCA
450
Snowden Capital Advisors
New York
$937K +$179K +2,111 +24%