XYZ

Block, Inc.

961 hedge funds and large institutions have $25.4B invested in Block, Inc. in 2023 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 291 increasing their positions, 383 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
961
Holders Change
-26
Holders Change %
-2.63%
% of All Funds
15.16%
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.47%
New
104
Increased
291
Reduced
383
Closed
123
Calls
$1.91B
Puts
$1.6B
Net Calls
+$315M
Net Calls Change
+$367M
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
476
Westwood Wealth Management
California
$599K -$9.32K -140 -2%
MOS
477
MGO One Seven
Ohio
$599K +$247K +3,716 +70%
SG
478
StoneX Group
New York
$593K -$46.1K -693 -7%
PFS
479
Prospera Financial Services
Texas
$592K +$399 +6 +0.1%
WR
480
WD Rutherford
Oregon
$590K -$7.66K -115 -1%
AO
481
Advisor OS
Illinois
$586K +$49.1K +738 +9%
Carson Wealth (CWM LLC)
482
Carson Wealth (CWM LLC)
Nebraska
$583K -$32.1K -482 -5%
PL
483
Parkwood LLC
Ohio
$581K +$581K +8,724 New
SIM
484
Spark Investment Management
New York
$579K
TWC
485
TD Waterhouse Canada
Ontario, Canada
$575K -$381K -5,562 -40%
SIM
486
Sentry Investment Management
Wisconsin
$568K +$568K +8,536 New
SIA
487
SeaBridge Investment Advisors
New Jersey
$561K +$33.1K +497 +6%
B
488
Bailard
California
$554K -$2.77M -41,591 -83%
SIC
489
Salem Investment Counselors
North Carolina
$550K -$541K -8,121 -50%
LNC
490
Lincoln National Corp
Pennsylvania
$549K -$34.4K -516 -6%
PWM
491
Perigon Wealth Management
California
$547K -$2.06K -31 -0.4%
AGAM
492
Audent Global Asset Management
California
$544K +$544K +8,171 New
BFG
493
Bleakley Financial Group
New Jersey
$540K -$136K -2,042 -20%
SS
494
Simplicity Solutions
Minnesota
$540K -$400K -6,010 -43%
SFI
495
Siemens Fonds Invest
Germany
$539K
OSAM
496
O'Shaughnessy Asset Management
Connecticut
$537K -$188K -2,819 -26%
AI
497
Atom Investors
Texas
$537K +$537K +8,061 New
IAA
498
Independent Advisor Alliance
North Carolina
$533K +$35.3K +530 +7%
MAS
499
Meeder Advisory Services
Ohio
$533K -$16K -241 -3%
KCFA
500
Key Client Fiduciary Advisors
New Jersey
$528K +$2K +30 +0.4%