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 %
IA
551
IFP Advisors
Florida
$556K +$65.2K +771 +13%
WIM
552
WealthPlan Investment Management
Nebraska
$550K -$3.89K -46 -0.7%
WLG
553
Williamson Legacy Group
Indiana
$538K +$54.1K +640 +11%
PS
554
Principal Securities
Iowa
$536K -$23.9K -282 -4%
BTWM
555
Baker Tilly Wealth Management
Wisconsin
$534K +$9.64K +114 +2%
CC
556
Corton Capital
Ontario, Canada
$532K -$471K -5,572 -47%
AIG
557
American International Group
New York
$531K +$5.33K +63 +1%
BFG
558
Berger Financial Group
Minnesota
$529K -$191K -2,261 -27%
BL
559
Balentine LLC
Georgia
$526K +$104K +1,231 +25%
HCA
560
Harbor Capital Advisors
Illinois
$526K -$2.19M -25,865 -81%
H
561
HoyleCohen
California
$522K -$39.9K -472 -7%
NWMG
562
National Wealth Management Group
Ohio
$518K +$518K +6,121 New
SSB
563
Sandy Spring Bank
Maryland
$517K +$11.8K +139 +2%
DAS
564
Dynamic Advisor Solutions
Arizona
$516K -$18.9K -224 -4%
NP
565
NorthRock Partners
Minnesota
$516K -$1.44K -17 -0.3%
Lazard Asset Management
566
Lazard Asset Management
New York
$514K +$305K +3,624 +146%
CCMG
567
Clark Capital Management Group
Pennsylvania
$512K
MWA
568
Moser Wealth Advisors
Washington
$511K +$57.1K +675 +13%
EI
569
Ellevest Inc
New York
$509K +$91.5K +1,082 +22%
JC
570
JB Capital
Connecticut
$503K +$156K +1,845 +45%
V
571
ViaWealth
Kansas
$503K -$21.1K -250 -4%
WKSWA
572
White Knight Strategic Wealth Advisors
New Jersey
$502K -$108K -1,275 -18%
SCM
573
SOL Capital Management
Maryland
$501K -$37.6K -445 -7%
CI
574
Cigna Investments
Connecticut
$501K +$5.76K +68 +1%
HWAM
575
Hennion & Walsh Asset Management
New Jersey
$497K -$11.2K -132 -2%