XYZ

Block, Inc.

1,241 hedge funds and large institutions have $49.9B invested in Block, Inc. in 2022 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 604 increasing their positions, 352 reducing their positions, and 256 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,241
Holders Change
-115
Holders Change %
-8.48%
% of All Funds
19.64%
Holding in Top 10
44
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.22%
% of All Funds
0.7%
New
156
Increased
604
Reduced
352
Closed
256
Calls
$5.52B
Puts
$8.24B
Net Calls
-$2.72B
Net Calls Change
+$1.25B
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
551
Integrated Wealth Concepts
Massachusetts
$1.15M +$65.5K +483 +6%
OIA
552
OneDigital Investment Advisors
Kansas
$1.14M -$50.7K -374 -4%
RIM
553
Regent Investment Management
Kentucky
$1.14M -$938K -6,921 -45%
ET
554
Equitable Trust
Tennessee
$1.14M +$827K +6,100 +267%
DWM
555
Darwin Wealth Management
Florida
$1.13M -$60.7K -448 -5%
SIA
556
SeaBridge Investment Advisors
New Jersey
$1.13M +$1.13M +8,293 New
BF
557
BOK Financial
Oklahoma
$1.12M +$671K +4,946 +148%
LTI
558
Laffer Tengler Investments
Tennessee
$1.12M +$231K +1,707 +26%
DC
559
Davenport & Co
Virginia
$1.11M +$45.1K +333 +4%
BFO
560
Boston Family Office
Massachusetts
$1.1M
PWS
561
Precision Wealth Strategies
Missouri
$1.1M +$712K +5,252 +186%
KCFA
562
Key Client Fiduciary Advisors
New Jersey
$1.09M +$550K +4,056 +102%
VI
563
Vestcor Inc
New Brunswick, Canada
$1.09M +$424K +3,129 +64%
Carson Wealth (CWM LLC)
564
Carson Wealth (CWM LLC)
Nebraska
$1.08M +$70.6K +521 +7%
JRP
565
Jasper Ridge Partners
California
$1.08M
FAIM
566
Financial Advocates Investment Management
Washington
$1.07M -$845K -6,229 -44%
KLCM
567
KG&L Capital Management
Louisiana
$1.07M +$153K +1,126 +17%
LNC
568
Lincoln National Corp
Pennsylvania
$1.06M -$23.9K -176 -2%
AT
569
American Trust
Kentucky
$1.05M +$776K +5,725 +281%
Verition Fund Management
570
Verition Fund Management
Connecticut
$1.05M -$2.36M -17,372 -69%
LWM
571
Loveless Wealth Management
Montana
$1.04M +$271 +2 +0%
IRF
572
IBM Retirement Fund
New York
$1.04M +$144K +1,062 +16%
TPCW
573
TD Private Client Wealth
New York
$1.04M -$853K -6,293 -45%
WSFS
574
Wilmington Savings Fund Society
Delaware
$1.04M +$32.7K +241 +3%
GIA
575
Gladstone Institutional Advisory
Florida
$1.04M +$254K +1,874 +32%