XYZ

Block, Inc.
XYZ

Overview Fund Activity

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

Top Buyers

1
BlackRock
BlackRock
New York
+$317M
2
AM
Atreides Management
Massachusetts
+$179M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$171M
4
Holocene Advisors
Holocene Advisors
New York
+$123M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$115M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$746M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$630M
3
Capital International Investors
Capital International Investors
California
-$346M
4
Morgan Stanley
Morgan Stanley
New York
-$286M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
651
NewEdge Advisors
Louisiana
$240K -$236K -3,551 -50%
GFA
652
Gallagher Fiduciary Advisors
Illinois
$240K +$240K +3,610 New
WT
653
Whittier Trust
California
$239K -$161K -2,412 -40%
VWA
654
Visionary Wealth Advisors
Illinois
$237K +$29.3K +440 +14%
MWA
655
Meridian Wealth Advisors
Texas
$237K +$1.2K +18 +0.5%
LW
656
Libra Wealth
California
$237K – – –
BC
657
Bartlett & Co
Ohio
$235K +$235K +3,527 New
HH
658
Hilltop Holdings
Texas
$235K -$84.4K -1,268 -26%
BCWM
659
Bartlett & Co Wealth Management
Ohio
$235K +$235K +3,527 New
VWM
660
Venturi Wealth Management
Texas
$225K +$25.4K +381 +13%
MTIM
661
Marathon Trading Investment Management
Pennsylvania
$223K +$28.9K +434 +15%
PWM
662
Prosperity Wealth Management
California
$221K +$221K +3,319 New
QC
663
Quent Capital
New York
$220K -$2.6K -39 -1%
MGIA
664
Moneta Group Investment Advisors
Missouri
$218K -$39.3K -590 -15%
I
665
InceptionR
California
$218K -$13.6K -204 -6%
CCM
666
Canal Capital Management
Virginia
$216K -$15.7K -236 -7%
GC
667
Grimes & Company
Massachusetts
$215K -$11.7K -176 -5%
ICG
668
InterOcean Capital Group
Tennessee
$214K -$126K -1,891 -37%
C
669
Certuity
Florida
$212K -$22.4K -337 -10%
CW
670
CreativeOne Wealth
Kansas
$211K -$99K -1,487 -32%
DU
671
Delphia (USA)
Ontario, Canada
$211K +$211K +3,166 New
VWA
672
V Wealth Advisors
Kansas
$209K -$999 -15 -0.5%
WWP
673
Waypoint Wealth Partners
California
$209K – – –
FCI
674
Financial Counselors Inc
Kansas
$209K -$2.38M -35,845 -92%
JHCP
675
Jackson Hole Capital Partners
Oklahoma
$209K -$149K -2,235 -42%
25 26
27
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