XYZ

Block, Inc.

963 hedge funds and large institutions have $20B invested in Block, Inc. in 2022 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 330 increasing their positions, 380 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
963
Holders Change
-57
Holders Change %
-5.59%
% of All Funds
16.65%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.42%
New
88
Increased
330
Reduced
380
Closed
132
Calls
$1.94B
Puts
$2.25B
Net Calls
-$316M
Net Calls Change
+$112M
Name Holding Trade Value Shares
Change
Shares
Change %
AO
626
Advisor OS
Illinois
$273K -$21.9K -399 -7%
SMH
627
Sanders Morris Harris
Texas
$272K +$16K +287 +6%
GKWIM
628
Gerber Kawasaki Wealth & Investment Management
California
$271K -$733K -13,356 -73%
Capstone Investment Advisors
629
Capstone Investment Advisors
New York
$271K -$264K -4,800 -49%
PA
630
Procyon Advisors
Connecticut
$268K -$26.7K -486 -9%
YCM
631
Yousif Capital Management
Michigan
$266K -$32.3K -586 -11%
S
632
Seeyond
France
$266K +$61.3K +1,115 +30%
PCM
633
Prelude Capital Management
New York
$265K -$519K -9,433 -66%
KMWM
634
Keudell/Morrison Wealth Management
Oregon
$264K +$264K +4,798 New
ACS
635
Archford Capital Strategies
Illinois
$261K +$261K +4,745 New
OSAM
636
O'Shaughnessy Asset Management
Connecticut
$259K +$19.4K +352 +8%
LCM
637
Lattice Capital Management
Washington
$258K
A
638
Apoletto
British Virgin Islands
$258K
CCM
639
Conway Capital Management
California
$255K
CB
640
CNB Bank
Pennsylvania
$255K -$24.3K -442 -9%
BFS
641
Bradley Foster & Sargent
Connecticut
$253K
PCA
642
Personal Capital Advisors
California
$253K +$43.9K +798 +21%
SB
643
Strategic Blueprint
Georgia
$252K -$14.8K -269 -6%
GG
644
Gofen & Glossberg
Illinois
$252K
PA
645
Pinnacle Associates
New York
$251K -$692K -12,600 -73%
ICG
646
InterOcean Capital Group
Tennessee
$249K +$249K +4,531 New
SGA
647
Seaport Global Advisors
Massachusetts
$248K +$1.26K +23 +0.5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
648
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$247K -$1.13M -20,500 -82%
CW
649
Connectus Wealth
Ohio
$247K -$1.1K -20 -0.4%
TIS
650
Tortoise Index Solutions
Kansas
$245K -$14.7K -267 -6%