XYZ

Block, Inc.

1,059 hedge funds and large institutions have $32.5B invested in Block, Inc. in 2024 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 372 increasing their positions, 323 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,059
Holders Change
+38
Holders Change %
+3.72%
% of All Funds
15.35%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.51%
New
158
Increased
372
Reduced
323
Closed
105
Calls
$2.43B
Puts
$2.46B
Net Calls
-$27.5M
Net Calls Change
-$538M
Name Holding Trade Value Shares
Change
Shares
Change %
CWP
501
CFM Wealth Partners
Texas
$704K -$38.6K -456 -5%
FFN
502
Focus Financial Network
Minnesota
$702K -$74.2K -1,029 -10%
AFG
503
Atomi Financial Group
New York
$688K +$38.8K +459 +6%
IAA
504
Independent Advisor Alliance
North Carolina
$687K +$67.8K +802 +11%
CFB
505
Cullen/Frost Bankers
Texas
$686K -$4.48K -53 -0.6%
PAI
506
Pittenger & Anderson Inc
Nebraska
$685K +$8.46K +100 +1%
RIA
507
Regal Investment Advisors
Michigan
$679K +$12.2K +144 +2%
XT
508
XTX Topco
Cayman Islands
$679K +$429K +5,078 +172%
MGP
509
Metis Global Partners
California
$678K -$28K -331 -4%
JF
510
Jump Financial
Illinois
$677K +$677K +8,002 New
AWM
511
Accurate Wealth Management
Florida
$674K +$348K +4,947 +107%
FAIM
512
Financial Advocates Investment Management
Washington
$674K -$1.95K -23 -0.3%
JRP
513
Jasper Ridge Partners
California
$670K
YCM
514
Yousif Capital Management
Michigan
$664K +$120K +1,413 +22%
LNWWM
515
Laird Norton Wetherby Wealth Management
California
$661K +$12.7K +150 +2%
UM
516
UniSuper Management
Australia
$660K +$321K +3,800 +95%
SFA
517
Sequoia Financial Advisors
Ohio
$649K -$500K -5,913 -44%
SS
518
Sunbelt Securities
Texas
$647K -$21.8K -258 -3%
KCFA
519
Key Client Fiduciary Advisors
New Jersey
$645K +$9.56K +113 +2%
Credit Agricole
520
Credit Agricole
France
$645K +$501K +6,952 +348%
SC
521
Scotia Capital
Ontario, Canada
$641K +$70.3K +831 +12%
Capstone Investment Advisors
522
Capstone Investment Advisors
New York
$637K +$637K +7,535 New
NFG
523
Nations Financial Group
Iowa
$637K +$637K +7,529 New
LOAMU
524
Lombard Odier Asset Management (USA)
New York
$634K +$634K +7,500 New
UM
525
Ulysses Management
New York
$634K +$634K +7,500 New