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 %
Balyasny Asset Management
476
Balyasny Asset Management
Illinois
$639K +$639K +9,912 New
LC
477
LCNB Corp
Ohio
$631K – – –
FIA
478
Foundations Investment Advisors
Arizona
$631K -$251K -3,891 -28%
QWM
479
Quadcap Wealth Management
Texas
$625K +$48.6K +753 +8%
Envestnet Portfolio Solutions
480
Envestnet Portfolio Solutions
Illinois
$611K +$163K +2,521 +36%
MMA
481
Miracle Mile Advisors
California
$602K +$37.5K +582 +7%
MC
482
Maverick Capital
Texas
$600K +$600K +9,302 New
SCA
483
Snowden Capital Advisors
New York
$600K -$115K -1,777 -16%
MYAM
484
Meiji Yasuda Asset Management
Japan
$599K -$3.23K -50 -0.5%
WAP
485
Wealthcare Advisory Partners
Pennsylvania
$597K -$87.9K -1,363 -13%
PAS
486
Park Avenue Securities
New York
$595K -$4.71K -73 -0.8%
PIM
487
Profit Investment Management
Maryland
$591K +$45.7K +709 +8%
IWM
488
IHT Wealth Management
Illinois
$590K +$16K +248 +3%
JPWM
489
Jamison Private Wealth Management
Georgia
$579K +$10.6K +165 +2%
CB
490
Commerce Bank
Missouri
$577K -$12.3K -190 -2%
IAS
491
Insigneo Advisory Services
Florida
$567K -$199K -3,487 -26%
SC
492
Savant Capital
Illinois
$563K -$809K -12,547 -59%
AM
493
AGF Management
Ontario, Canada
$563K – – –
PP
494
Prudential plc
United Kingdom
$562K – – –
SIM
495
Spark Investment Management
New York
$561K – – –
AFG
496
Atomi Financial Group
New York
$560K +$35.9K +557 +7%
AWM
497
Apollon Wealth Management
South Carolina
$556K -$3.61K -56 -0.6%
SF
498
Synovus Financial
Georgia
$553K +$6.26K +97 +1%
PWM
499
Prosperity Wealth Management
California
$549K +$233K +3,608 +74%
Wolverine Trading
500
Wolverine Trading
Illinois
$545K -$5.12M -79,465 -90%
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