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 %
BAM
626
Blueshift Asset Management
New Jersey
$288K -$162K -2,511 -36%
BFG
627
Berger Financial Group
Minnesota
$288K -$116K -1,792 -29%
BFWM
628
Bright Futures Wealth Management
New York
$287K -$9.78K -162 -3%
CA
629
Carson Advisory
Georgia
$286K -$32.2K -500 -10%
GRP
630
Global Retirement Partners
California
$286K +$72.9K +1,130 +34%
MA
631
Mutual Advisors
Nebraska
$278K -$124K -2,039 -31%
WPC
632
Wedmont Private Capital
Pennsylvania
$276K +$8.87K +129 +3%
CCM
633
Conway Capital Management
California
$275K – – –
SBLIC
634
Security Benefit Life Insurance Company
Kansas
$274K – – –
RSWM
635
Robertson Stephens Wealth Management
California
$273K +$13.4K +208 +5%
YDMI
636
Y.D. More Investments
Israel
$273K +$3.81K +59 +1%
BFS
637
Bradley Foster & Sargent
Connecticut
$269K – – –
SCM
638
SOL Capital Management
Maryland
$269K -$113K -1,750 -30%
ATS
639
Ashton Thomas Securities
New York
$269K +$269K +4,163 New
MPW
640
Monterey Private Wealth
California
$268K +$6.77K +105 +3%
BA
641
Bluesphere Advisors
Pennsylvania
$267K – – –
GSEP
642
Golden State Equity Partners
California
$267K +$267K +4,141 New
CPA
643
Cardiff Park Advisors
California
$267K -$32.2K -500 -11%
SB
644
Simmons Bank
Arkansas
$266K +$11.5K +178 +5%
SOADOR
645
State of Alaska Department of Revenue
Alaska
$266K +$266K +4,130 New
CCB
646
Cutter & Co Brokerage
Missouri
$265K – – –
AWE
647
Avidian Wealth Enterprises
Texas
$265K +$2.26K +35 +0.9%
PWPS
648
Pinnacle Wealth Planning Services
Ohio
$265K +$129 +2 +0%
BPA
649
Beacon Pointe Advisors
California
$264K -$177K -2,743 -40%
CAM
650
CenterStar Asset Management
Illinois
$261K +$96.6K +1,497 +59%
24 25
26
27 28