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 %
HWM
426
HB Wealth Management
Georgia
$914K -$8.77K -136 -1%
BBHC
427
Brown Brothers Harriman & Co
New York
$914K +$322K +5,000 +55%
TCM
428
Twin Capital Management
Pennsylvania
$891K +$9.74K +151 +1%
AI
429
Atom Investors
Texas
$890K +$890K +13,796 New
HPG
430
Harvest Portfolios Group
Ontario, Canada
$889K -$303K -4,699 -25%
AWM
431
Axxcess Wealth Management
California
$884K -$27K -419 -3%
NP
432
Ninepoint Partners
Ontario, Canada
$883K – – –
SPC
433
Sigma Planning Corp
Michigan
$882K -$38.1K -591 -4%
SWP
434
Stratos Wealth Partners
Ohio
$867K +$91.5K +1,418 +12%
ADIM
435
Alpha DNA Investment Management
Maryland
$859K +$243K +3,764 +39%
NA
436
NewEdge Advisors
Louisiana
$857K +$429K +6,658 +100%
GCA
437
Guardian Capital Advisors
Ontario, Canada
$851K +$212K +3,300 +33%
BWG
438
Boomfish Wealth Group
Georgia
$846K +$65.1K +1,009 +8%
TPW
439
Transatlantique Private Wealth
New York
$838K +$120K +1,859 +17%
DADC
440
D.A. Davidson & Co
Montana
$837K +$9.29K +144 +1%
BRWA
441
B. Riley Wealth Advisors
Florida
$821K -$70.6K -1,095 -8%
UM
442
UniSuper Management
Australia
$819K +$316K +4,900 +63%
CIP
443
Convergence Investment Partners
Florida
$804K +$804K +12,463 New
SAM
444
Secure Asset Management
Michigan
$803K +$577K +8,940 +255%
BAM
445
Belpointe Asset Management
Nevada
$798K +$523K +8,111 +190%
FCA
446
Fortis Capital Advisors
Kansas
$798K +$523K +8,111 +190%
AWA
447
Arete Wealth Advisors
Illinois
$797K +$27.3K +425 +4%
IMCOOI
448
Investment Management Corp of Ontario (IMCO)
Canada
$796K +$219K +3,400 +38%
P
449
&Partners
Tennessee
$774K +$217K +3,368 +39%
IAN
450
Integrated Advisors Network
Texas
$772K +$23.4K +363 +3%
16 17
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