XYZ

Block, Inc.

1,021 hedge funds and large institutions have $31.1B invested in Block, Inc. in 2023 Q4 according to their latest regulatory filings, with 256 funds opening new positions, 302 increasing their positions, 329 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,021
Holders Change
+142
Holders Change %
+16.15%
% of All Funds
14.97%
Holding in Top 10
34
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+78.95%
% of All Funds
0.5%
New
256
Increased
302
Reduced
329
Closed
101
Calls
$3.22B
Puts
$2.71B
Net Calls
+$511M
Net Calls Change
+$269M
Name Holding Trade Value Shares
Change
Shares
Change %
KCFA
526
Key Client Fiduciary Advisors
New Jersey
$581K +$77 +1 +0%
FMLI
527
Fukoku Mutual Life Insurance
Japan
$581K +$211K +2,722 +57%
MYAM
528
Meiji Yasuda Asset Management
Japan
$581K
BPC
529
Banque Pictet & Cie
Switzerland
$572K -$125K -1,611 -18%
IAA
530
Independent Advisor Alliance
North Carolina
$566K +$77 +1 +0%
MS
531
Maven Securities
Jersey
$565K -$1.39M -18,028 -71%
RLWM
532
RF&L Wealth Management
Massachusetts
$563K
MS
533
Mizuho Securities
Japan
$558K -$71.9K -930 -11%
WKSWA
534
White Knight Strategic Wealth Advisors
New Jersey
$558K -$59.3K -766 -10%
CWP
535
Cyndeo Wealth Partners
Florida
$554K +$134K +1,727 +32%
MA
536
Mutual Advisors
Nebraska
$554K -$16.8K -217 -3%
OPS
537
Orion Portfolio Solutions
Nebraska
$550K +$181K +2,607 +49%
BCI
538
Brinker Capital Investments
Pennsylvania
$550K +$181K +2,607 +49%
P
539
&Partners
Tennessee
$549K +$549K +7,982 New
TCM
540
Tran Capital Management
California
$524K
AWM
541
Avior Wealth Management
Nebraska
$522K
SC
542
Scotia Capital
Ontario, Canada
$521K -$56.9K -736 -10%
YIH
543
Y-Intercept (HK)
Hong Kong
$514K -$4M -51,706 -89%
H
544
HoyleCohen
California
$514K -$46.8K -605 -8%
PS
545
Principal Securities
Iowa
$512K +$512K +6,615 New
SPC
546
Sigma Planning Corp
Michigan
$511K -$661K -8,552 -56%
FFM
547
Forum Financial Management
Illinois
$510K +$154K +1,991 +43%
WIM
548
WealthPlan Investment Management
Nebraska
$506K -$5.49K -71 -1%
LNC
549
Lincoln National Corp
Pennsylvania
$504K +$44.8K +579 +10%
SS
550
Simplicity Solutions
Minnesota
$503K +$125K +1,620 +33%