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 %
SS
501
Sunbelt Securities
Texas
$542K +$48.6K +753 +10%
KCFA
502
Key Client Fiduciary Advisors
New Jersey
$541K +$48.6K +753 +10%
KCM
503
KRS Capital Management
Michigan
$526K +$172K +2,670 +49%
IEFM
504
IQ EQ Fund Management
Ireland
$525K +$303K +4,705 +137%
PFS
505
Prospera Financial Services
Texas
$523K -$31.1K -482 -6%
UCFA
506
United Capital Financial Advisors
Texas
$523K -$57.5K -891 -10%
PAI
507
Pittenger & Anderson Inc
Nebraska
$522K – – –
A
508
AlphaQuest
New York
$522K +$485K +7,520 +1,308%
CWP
509
CFM Wealth Partners
Texas
$520K -$16.6K -258 -3%
CFB
510
Cullen/Frost Bankers
Texas
$517K -$5.29K -82 -1%
CCP
511
Clarity Capital Partners
California
$516K -$1.4M -21,641 -73%
MOS
512
MGO One Seven
Ohio
$512K -$63K -977 -11%
JRP
513
Jasper Ridge Partners
California
$511K – – –
MGP
514
Metis Global Partners
California
$509K -$7.55K -117 -1%
YCM
515
Yousif Capital Management
Michigan
$507K +$451 +7 +0.1%
S
516
SignatureFD
Georgia
$507K -$49.2K -763 -9%
FTDI
517
First Trust Direct Indexing
Massachusetts
$504K -$148K -2,302 -23%
DC
518
Davenport & Co
Virginia
$500K -$84.9K -1,317 -15%
NFG
519
Nations Financial Group
Iowa
$490K +$4.51K +70 +0.9%
NW
520
NewEdge Wealth
Pennsylvania
$487K -$81.3K -1,261 -14%
AWM
521
Avior Wealth Management
Nebraska
$486K +$137K +2,118 +39%
RIM
522
Rakuten Investment Management
Japan
$484K +$180K +2,846 +59%
AG
523
Algert Global
California
$483K +$483K +7,493 New
LNWWM
524
Laird Norton Wetherby Wealth Management
California
$482K -$22.6K -351 -4%
PWA
525
Prairie Wealth Advisors
Nebraska
$479K -$90K -1,395 -16%
19 20
21
22 23