XYZ

Block, Inc.

963 hedge funds and large institutions have $20B invested in Block, Inc. in 2022 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 330 increasing their positions, 380 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
963
Holders Change
-57
Holders Change %
-5.59%
% of All Funds
16.65%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.42%
New
88
Increased
330
Reduced
380
Closed
132
Calls
$1.94B
Puts
$2.25B
Net Calls
-$316M
Net Calls Change
+$112M
Name Holding Trade Value Shares
Change
Shares
Change %
PWS
551
Precision Wealth Strategies
Missouri
$394K -$121K -2,128 -24%
KWM
552
Kingsview Wealth Management
Oregon
$394K -$67.2K -1,223 -15%
BIAS
553
Beacon Investment Advisory Services
New Jersey
$394K -$20.4K -370 -5%
MYAM
554
Meiji Yasuda Asset Management
Japan
$392K -$48.8K -889 -11%
BF
555
BOK Financial
Oklahoma
$392K -$42.6K -773 -10%
MWA
556
Meridian Wealth Advisors
Texas
$388K -$1.37K -25 -0.4%
HH
557
Hilltop Holdings
Texas
$383K -$8.7K -158 -2%
AWM
558
Apollon Wealth Management
South Carolina
$381K -$24.9K -453 -6%
LNWWM
559
Laird Norton Wetherby Wealth Management
California
$375K +$37.5K +680 +11%
TFP
560
Tilia Fiduciary Partners
North Carolina
$373K +$85.5K +1,599 +30%
CC
561
Cipher Capital
New York
$370K +$370K +6,720 New
RWM
562
Ritholtz Wealth Management
New York
$369K +$369K +6,706 New
GCM
563
Gables Capital Management
Florida
$368K -$2.75K -50 -0.7%
OWA
564
Octavia Wealth Advisors
Ohio
$368K +$17.1K +311 +5%
NFC
565
Northeast Financial Consultants
Connecticut
$365K +$13.8K +251 +4%
WA
566
WP Advisors
California
$365K +$22.7K +413 +7%
FAIM
567
Financial Advocates Investment Management
Washington
$364K -$16.4K -304 -4%
UB
568
UMB Bank
Missouri
$350K -$16.4K -298 -4%
LWAC
569
Laurel Wealth Advisors (California)
California
$349K -$823 -15 -0.2%
SS
570
Sunbelt Securities
Texas
$348K -$4.68K -85 -1%
PIM
571
Profit Investment Management
Maryland
$347K
NAM
572
NorthCrest Asset Manangement
Minnesota
$344K -$4.13K -75 -1%
MIG
573
McGuire Investment Group
Rhode Island
$341K +$44.6K +811 +15%
CWA
574
Canvas Wealth Advisors
Kansas
$340K -$1.47M -24,666 -81%
CCP
575
Corient Capital Partners
California
$340K +$20.1K +327 +6%