XYZ

Block, Inc.

963 hedge funds and large institutions have $20B invested in Block, Inc. in 2022 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 330 increasing their positions, 380 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
963
Holders Change
-57
Holders Change %
-5.59%
% of All Funds
16.65%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.42%
New
88
Increased
330
Reduced
380
Closed
132
Calls
$1.94B
Puts
$2.25B
Net Calls
-$316M
Net Calls Change
+$112M
Name Holding Trade Value Shares
Change
Shares
Change %
RJT
501
Raymond James Trust
Florida
$548K -$12.4K -226 -2%
BAM
502
Blueshift Asset Management
New Jersey
$540K +$28.5K +518 +6%
BAMF
503
BI Asset Management Fondsmaeglerselskab
Denmark
$539K -$450K -8,188 -46%
SW
504
SVB Wealth
Massachusetts
$538K +$538K +9,771 New
FFN
505
Focus Financial Network
Minnesota
$538K -$110K -2,004 -17%
SFG
506
Synergy Financial Group
California
$536K -$7.09K -129 -1%
BPC
507
Banque Pictet & Cie
Switzerland
$532K
Carson Wealth (CWM LLC)
508
Carson Wealth (CWM LLC)
Nebraska
$531K +$2.36K +43 +0.4%
PA
509
Parallel Advisors
California
$530K +$75.9K +1,381 +17%
TCM
510
Tran Capital Management
California
$525K -$16.8M -305,807 -97%
PFS
511
Prospera Financial Services
Texas
$522K +$106K +1,920 +25%
APP
512
Avantax Planning Partners
Iowa
$518K +$52K +946 +11%
KCFA
513
Key Client Fiduciary Advisors
New Jersey
$516K +$10.3K +188 +2%
S
514
SignatureFD
Georgia
$509K +$183K +3,320 +56%
IGWM
515
ICA Group Wealth Management
Colorado
$507K +$47.5K +863 +10%
SIA
516
SeaBridge Investment Advisors
New Jersey
$506K -$4.62K -84 -0.9%
HWAM
517
Hennion & Walsh Asset Management
New Jersey
$504K -$373K -6,777 -43%
RIM
518
Redpoint Investment Management
Australia
$499K -$106K -1,922 -17%
WKSWA
519
White Knight Strategic Wealth Advisors
New Jersey
$497K +$9.9K +180 +2%
WAP
520
Wealthcare Advisory Partners
Pennsylvania
$496K +$5.01K +91 +1%
CBT
521
Central Bank & Trust
Kentucky
$491K -$581K -10,564 -54%
BCM
522
BTC Capital Management
Iowa
$491K +$36.4K +661 +8%
PVH
523
Psagot Value Holdings
Israel
$489K +$313K +5,700 +178%
IAA
524
Independent Advisor Alliance
North Carolina
$487K -$31.2K -568 -6%
WHG
525
Westwood Holdings Group
Texas
$484K -$428K -7,794 -47%