XYZ

Block, Inc.

961 hedge funds and large institutions have $25.4B invested in Block, Inc. in 2023 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 291 increasing their positions, 383 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
961
Holders Change
-26
Holders Change %
-2.63%
% of All Funds
15.16%
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.47%
New
104
Increased
291
Reduced
383
Closed
123
Calls
$1.91B
Puts
$1.6B
Net Calls
+$315M
Net Calls Change
+$367M
Name Holding Trade Value Shares
Change
Shares
Change %
BP
601
Ballentine Partners
Massachusetts
$310K -$34.7K -522 -10%
MWA
602
Moser Wealth Advisors
Washington
$310K +$310K +4,653 New
KWM
603
Kingsview Wealth Management
Oregon
$306K -$244K -3,662 -44%
RCM
604
RB Capital Management
Nevada
$305K -$78.2K -1,175 -20%
OIA
605
OneDigital Investment Advisors
Kansas
$302K -$225K -3,385 -43%
CIBC Private Wealth Group
606
CIBC Private Wealth Group
Georgia
$301K +$301K +4,517 New
IGWM
607
ICA Group Wealth Management
Colorado
$295K -$305K -4,588 -51%
RA
608
RFG Advisory
Alabama
$294K +$1.27K +19 +0.4%
RBFC
609
Roman Butler Fullerton & Co
Missouri
$294K
GCP
610
GSA Capital Partners
United Kingdom
$289K -$290K -4,368 -50%
BFS
611
Bradley Foster & Sargent
Connecticut
$288K -$13.3K -200 -4%
EWA
612
EP Wealth Advisors
California
$288K +$107K +10,357 +59%
HLA
613
Hamilton Lane Advisors
Pennsylvania
$287K
OAM
614
Ostrum Asset Management
France
$286K +$1.2K +18 +0.4%
JIP
615
Jaffetilchin Investment Partners
Florida
$285K -$32K -480 -10%
Lido Advisors
616
Lido Advisors
California
$284K -$255K -3,830 -47%
Allspring Global Investments
617
Allspring Global Investments
North Carolina
$284K +$273K +4,098 +2,499%
SC
618
Savant Capital
Illinois
$283K -$17.4K -262 -6%
AWA
619
Aaron Wealth Advisors
Illinois
$282K -$59.9K -900 -18%
Empower Advisory Group
620
Empower Advisory Group
Colorado
$281K -$24.2K -363 -8%
SIG
621
Sargent Investment Group
Maryland
$279K -$79.2K -1,190 -22%
PWPS
622
Pinnacle Wealth Planning Services
Ohio
$279K -$5.66K -85 -2%
WP
623
Woodline Partners
California
$275K +$275K +4,134 New
CFG
624
Citizens Financial Group
Rhode Island
$274K -$404K -6,069 -60%
AWE
625
Avidian Wealth Enterprises
Texas
$272K -$173K -2,595 -39%