XYZ

Block, Inc.
XYZ

Overview Fund Activity

987 hedge funds and large institutions have $24.9B invested in Block, Inc. in 2024 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 345 increasing their positions, 351 reducing their positions, and 172 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
987
Holders Change
-72
Holders Change %
-6.8%
% of All Funds
14.35%
Holding in Top 10
24
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-31.43%
% of All Funds
0.35%
New
116
Increased
345
Reduced
351
Closed
172
Calls
$1.51B
Puts
$1.49B
Net Calls
+$26.9M
Net Calls Change
+$54.4M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$582M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$409M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$204M
4
Millennium Management
Millennium Management
New York
+$167M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$133M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$592M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$546M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$211M
4
Coatue Management
Coatue Management
New York
-$194M
5
TA
Trivest Advisors
Hong Kong
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
576
OneDigital Investment Advisors
Kansas
$373K +$55.5K +860 +17%
GWM
577
Geneos Wealth Management
Colorado
$373K -$4.32K -67 -1%
HWAM
578
Hennion & Walsh Asset Management
New Jersey
$372K -$7.09K -110 -2%
IA
579
IFP Advisors
Florida
$371K -$52.7K -818 -12%
BP
580
Ballentine Partners
Massachusetts
$371K +$9.87K +153 +3%
MYLI
581
Meiji Yasuda Life Insurance
Japan
$369K -$101K -1,570 -22%
PS
582
Principal Securities
Iowa
$368K -$40.1K -622 -10%
PGWM
583
Pitti Group Wealth Management
New York
$367K +$23.3K +301 +7%
RS
584
Rakuten Securities
Japan
$366K +$146K +2,266 +66%
V
585
ViaWealth
Kansas
$365K -$17.7K -275 -5%
BFM
586
Boothbay Fund Management
New York
$364K +$364K +5,648 New
SFP
587
Sweet Financial Partners
Minnesota
$362K – – –
CIM
588
CIM Investment Management
Pennsylvania
$360K -$3.22K -50 -0.9%
CCA
589
Cravens & Co Advisors
Tennessee
$355K +$23.3K +362 +7%
EI
590
Ellevest Inc
New York
$355K -$32.8K -509 -8%
CIAS
591
Capital Investment Advisory Services
North Carolina
$354K -$192K -2,975 -35%
ACA
592
Atlas Capital Advisors
Wyoming
$354K – – –
TWP
593
Tempus Wealth Planning
California
$348K +$17K +263 +5%
CPIG
594
Chicago Partners Investment Group
Illinois
$348K +$56.9K +947 +20%
Westfield Capital Management
595
Westfield Capital Management
Massachusetts
$348K +$71.6K +1,110 +26%
KMWM
596
Keudell/Morrison Wealth Management
Oregon
$341K – – –
GFA
597
Gallagher Fiduciary Advisors
Illinois
$332K +$12.3K +190 +4%
SFI
598
Siemens Fonds Invest
Germany
$330K +$27.3K +424 +9%
EPA
599
Element Pointe Advisors
Florida
$328K – – –
IIA
600
IPG Investment Advisors
California
$327K +$327K +5,077 New
22 23
24
25 26