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XYZ

Block Inc

986 hedge funds and large institutions have $25.8B invested in Block Inc in 2024 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 337 increasing their positions, 360 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more funds holding in top 10

Funds holding in top 10: 2425 (+1)

3% more capital invested

Capital invested by funds: $24.9B → $25.8B (+$869M)

0.29% less ownership

Funds ownership: 69.39%69.09% (-0.29%)

4% less first-time investments, than exits

New positions opened: 108 | Existing positions closed: 112

6% less repeat investments, than reductions

Existing positions increased: 337 | Existing positions reduced: 360

1% less funds holding

Funds holding: 998986 (-12)

16% less call options, than puts

Call options by funds: $1.28B | Put options by funds: $1.53B

Holders
986
Holders Change
-12
Holders Change %
-1.2%
% of All Funds
14.16%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.36%
New
108
Increased
337
Reduced
360
Closed
112
Calls
$1.28B
Puts
$1.53B
Net Calls
-$253M
Net Calls Change
-$283M
Name Holding Trade Value Shares
Change
Change in
Stake
SSB
576
Sandy Spring Bank
Maryland
$397K -$12.8K -198 -3%
PPWP
577
Premier Path Wealth Partners
New Jersey
$396K +$62.7K +971 +20%
Man Group
578
Man Group
United Kingdom
$392K -$31.9M -493,119 -99%
PPP
579
Private Portfolio Partners
New Jersey
$392K +$377K +5,833 New
MCM
580
MAI Capital Management
Ohio
$391K +$60.8K +941 +19%
CIA
581
Concurrent Investment Advisors
Florida
$390K -$24.7K -382 -6%
IWM
582
IHT Wealth Management
Illinois
$390K -$216K -3,343 -37%
CI
583
Cigna Investments
Connecticut
$386K -$6.39K -99 -2%
GWM
584
Geneos Wealth Management
Colorado
$386K -$2.2K -34 -0.6%
V
585
ViaWealth
Kansas
$385K +$4.84K +75 +1%
AWA
586
Arete Wealth Advisors
Illinois
$384K -$429K -6,643 -54%
SC
587
Savant Capital
Illinois
$380K -$198K -3,071 -35%
SFP
588
Sweet Financial Partners
Minnesota
$377K
SIC
589
Salem Investment Counselors
North Carolina
$372K +$53K +821 +17%
CIAS
590
Capital Investment Advisory Services
North Carolina
$369K
ACA
591
Atlas Capital Advisors
Wyoming
$368K
PGWM
592
Pitti Group Wealth Management
New York
$367K
AWA
593
Aaron Wealth Advisors
Illinois
$365K +$31.7K +490 +10%
CIM
594
CIM Investment Management
Pennsylvania
$364K -$9.75K -151 -3%
BTWM
595
Baker Tilly Wealth Management
Wisconsin
$364K +$54.1K +837 +18%
TSWM
596
Tyler-Stone Wealth Management
Ohio
$362K +$172K +2,670 +98%
FCH
597
Freestone Capital Holdings
Washington
$355K +$15.8K +245 +5%
VT
598
Vise Technologies
New York
$355K +$139K +2,151 +69%
KMWM
599
Keudell/Morrison Wealth Management
Oregon
$355K
EI
600
Ellevest Inc
New York
$354K -$15.2K -235 -4%

XYZ Hedge Fund Activity: Q3 2024 in Review

986 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q3 2024, worth a combined $25.8B — up 3.5% from $24.9B a quarter earlier.

Sellers outnumbered buyers: 112 funds closed out of XYZ and 108 opened new positions — a net loss of 4 holders — while 360 trimmed existing stakes and 337 added.

The largest buyer was Vanguard Group, adding an estimated $474M. The largest seller was Jane Street, cutting an estimated $159M.

  • 986 institutional investors held Block Inc (XYZ) as of Q3 2024, down from 998 in Q2 2024.
  • Funds reported $25.8B of Block Inc stock for Q3 2024, up 3.5% quarter-over-quarter.
  • 108 funds opened new Block Inc positions in Q3 2024 and 112 closed out, a net change of -4 holders.
  • The largest Block Inc buyer in Q3 2024 was Vanguard Group, an estimated $474M added.
  • The largest Block Inc seller in Q3 2024 was Jane Street, an estimated $159M sold.

Based on aggregated 13F filings for Q3 2024.