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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
GFA
601
Gallagher Fiduciary Advisors
Illinois
$354K +$7.3K +113 +2%
KLCM
602
KG&L Capital Management
Louisiana
$342K +$329K +5,091 New
TWP
603
Tempus Wealth Planning
California
$340K -$21.6K -334 -6%
NICM
604
Neo Ivy Capital Management
New York
$338K +$325K +5,038 New
FHB
605
First Hawaiian Bank
Hawaii
$336K +$323K +5,005 New
WB
606
WesBanco Bank
West Virginia
$336K -$3.23K -50 -1%
AAIM
607
American Assets Investment Management
California
$336K
MA
608
Mutual Advisors
Nebraska
$330K -$2.52K -39 -0.9%
SMH
609
Sanders Morris Harris
Texas
$327K
CPL
610
CAP Partners LLC
Tennessee
$323K -$775 -12 -0.2%
LCM
611
Lazari Capital Management
California
$321K -$9.69K -150 -3%
DC
612
Davenport & Co
Virginia
$317K -$196K -3,035 -39%
WWM
613
Western Wealth Management
Colorado
$312K -$12.2K -189 -4%
DAS
614
Dynamic Advisor Solutions
Arizona
$312K -$78.1K -1,209 -21%
RS
615
Rakuten Securities
Japan
$311K -$67.5K -1,045 -18%
CGH
616
Crossmark Global Holdings
Texas
$311K -$128K -1,979 -30%
EPA
617
Element Pointe Advisors
Florida
$311K -$30.1K -466 -9%
ATS
618
Ashton Thomas Securities
New York
$309K +$28.7K +445 +11%
PCIA
619
Prime Capital Investment Advisors
Kansas
$307K -$14.5K -224 -5%
AC
620
Addison Capital
Pennsylvania
$307K -$1.23K -19 -0.4%
LIA
621
LBMC Investment Advisors
Tennessee
$305K
BFWM
622
Bright Futures Wealth Management
New York
$302K -$40.8K -632 -13%
AWE
623
Avidian Wealth Enterprises
Texas
$298K +$21.4K +331 +8%
IIA
624
IPG Investment Advisors
California
$296K -$43K -666 -13%
BFS
625
Bradley Foster & Sargent
Connecticut
$293K +$12.1K +188 +5%

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.