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 %
BPC
526
Banque Pictet & Cie
Switzerland
$626K
NW
527
NewEdge Wealth
Pennsylvania
$619K -$13.6K -193 -2%
WSFS
528
Wilmington Savings Fund Society
Delaware
$618K +$618K +7,308 New
MYLI
529
Meiji Yasuda Life Insurance
Japan
$617K +$276K +3,260 +81%
RLWM
530
RF&L Wealth Management
Massachusetts
$615K
BRWA
531
B. Riley Wealth Advisors
Florida
$612K +$50.1K +1,132 +9%
CWP
532
Cyndeo Wealth Partners
Florida
$610K +$3.47K +41 +0.6%
AIA
533
Angeles Investment Advisors
California
$609K -$61.8K -731 -9%
CG
534
Cutler Group
California
$609K -$5.32M -62,975 -90%
MC
535
Moors & Cabot
Massachusetts
$607K +$71.5K +845 +13%
FMLI
536
Fukoku Mutual Life Insurance
Japan
$594K -$41.4K -490 -7%
OWA
537
Octavia Wealth Advisors
Ohio
$593K -$66.1K -782 -10%
BAM
538
Blueshift Asset Management
New Jersey
$591K +$591K +6,984 New
Envestnet Portfolio Solutions
539
Envestnet Portfolio Solutions
Illinois
$588K +$206K +2,432 +54%
BPA
540
Beacon Pointe Advisors
California
$578K +$117K +1,383 +25%
SSWM
541
Sheets Smith Wealth Management
North Carolina
$576K +$188K +2,228 +49%
ONGA
542
O'Neil Global Advisors
California
$574K +$574K +6,782 New
TCM
543
Tran Capital Management
California
$572K
NA
544
NewEdge Advisors
Louisiana
$561K +$133K +1,572 +31%
CGH
545
Crossmark Global Holdings
Texas
$560K +$89.9K +1,063 +19%
MA
546
Mutual Advisors
Nebraska
$560K -$46K -544 -8%
BFG
547
Bleakley Financial Group
New Jersey
$560K +$9.22K +109 +2%
SW
548
Simplicity Wealth
New Jersey
$560K +$560K +6,617 New
FFM
549
Forum Financial Management
Illinois
$560K +$1.86K +22 +0.3%
NP
550
Nilsine Partners
Colorado
$558K +$79.5K +940 +17%