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XYZ

Block Inc

986 hedge funds and large institutions have $25.8B invested in Block Inc in 2024 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 337 increasing their positions, 360 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more funds holding in top 10

Funds holding in top 10: 2425 (+1)

3% more capital invested

Capital invested by funds: $24.9B → $25.8B (+$869M)

0.29% less ownership

Funds ownership: 69.39%69.09% (-0.29%)

4% less first-time investments, than exits

New positions opened: 108 | Existing positions closed: 112

6% less repeat investments, than reductions

Existing positions increased: 337 | Existing positions reduced: 360

1% less funds holding

Funds holding: 998986 (-12)

16% less call options, than puts

Call options by funds: $1.28B | Put options by funds: $1.53B

Holders
986
Holders Change
-12
Holders Change %
-1.2%
% of All Funds
14.16%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.36%
New
108
Increased
337
Reduced
360
Closed
112
Calls
$1.28B
Puts
$1.53B
Net Calls
-$253M
Net Calls Change
-$283M
Name Holding Trade Value Shares
Change
Change in
Stake
XC
451
XY Capital
Hong Kong
$824K -$220K -3,411 -22%
CL
452
Choreo LLC
Illinois
$823K +$372K +5,763 +86%
SAM
453
Secure Asset Management
Michigan
$818K -$16.8K -260 -2%
RJT
454
Raymond James Trust
Florida
$799K -$443K -6,855 -37%
AWM
455
Axxcess Wealth Management
California
$793K -$123K -1,903 -14%
I
456
InceptionR
California
$781K +$751K +11,633 New
SA
457
SpiderRock Advisors
Delaware
$778K -$2.34M -36,197 -76%
BG
458
Bahl & Gaynor
Ohio
$765K
OC
459
Oppenheimer & Co
New York
$760K -$18.3K -283 -2%
Envestnet Portfolio Solutions
460
Envestnet Portfolio Solutions
Illinois
$759K +$119K +1,837 +19%
EWA
461
EP Wealth Advisors
California
$753K +$472K +7,313 +188%
LJAC
462
L.J. Altfest & Co
New York
$751K +$723K +11,192 New
CIBC Private Wealth Group
463
CIBC Private Wealth Group
Georgia
$745K +$49.9K +772 +7%
VI
464
Vestcor Inc
New Brunswick, Canada
$744K
OWMIAS
465
One Wealth Management Investment & Advisory Services
Florida
$734K -$38.8K -601 -5%
NPT
466
National Philanthropic Trust
Pennsylvania
$722K -$15.8K -245 -2%
GC
467
Gilbert & Cook
Iowa
$718K +$41.7K +645 +6%
SWA
468
Stratos Wealth Advisors
Ohio
$716K +$6.14K +95 +0.9%
Focus Partners Wealth
469
Focus Partners Wealth
Massachusetts
$698K +$672K +10,402 New
IEFM
470
IQ EQ Fund Management
Ireland
$697K +$145K +2,247 +28%
O
471
Ossiam
France
$696K +$22.3K +345 +3%
BRWA
472
B. Riley Wealth Advisors
Florida
$690K -$151K -2,338 -18%
TWC
473
TD Waterhouse Canada
Ontario, Canada
$689K +$27.8K +430 +4%
FFN
474
Focus Financial Network
Minnesota
$687K +$22.7K +352 +4%
SF
475
Synovus Financial
Georgia
$683K +$103K +1,593 +19%

XYZ Hedge Fund Activity: Q3 2024 in Review

986 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q3 2024, worth a combined $25.8B — up 3.5% from $24.9B a quarter earlier.

Sellers outnumbered buyers: 112 funds closed out of XYZ and 108 opened new positions — a net loss of 4 holders — while 360 trimmed existing stakes and 337 added.

The largest buyer was Vanguard Group, adding an estimated $474M. The largest seller was Jane Street, cutting an estimated $159M.

  • 986 institutional investors held Block Inc (XYZ) as of Q3 2024, down from 998 in Q2 2024.
  • Funds reported $25.8B of Block Inc stock for Q3 2024, up 3.5% quarter-over-quarter.
  • 108 funds opened new Block Inc positions in Q3 2024 and 112 closed out, a net change of -4 holders.
  • The largest Block Inc buyer in Q3 2024 was Vanguard Group, an estimated $474M added.
  • The largest Block Inc seller in Q3 2024 was Jane Street, an estimated $159M sold.

Based on aggregated 13F filings for Q3 2024.