XYZ

Block, Inc.

1,059 hedge funds and large institutions have $32.5B invested in Block, Inc. in 2024 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 372 increasing their positions, 323 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,059
Holders Change
+38
Holders Change %
+3.72%
% of All Funds
15.35%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.51%
New
158
Increased
372
Reduced
323
Closed
105
Calls
$2.43B
Puts
$2.46B
Net Calls
-$27.5M
Net Calls Change
-$538M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
651
WP Advisors
California
$346K -$109K -1,291 -24%
AWE
652
Avidian Wealth Enterprises
Texas
$345K -$29.6K -350 -8%
PSP
653
Principal Street Partners
Tennessee
$344K +$344K +4,207 New
VAM
654
Vienna Asset Management
California
$344K +$82.4K +991 +32%
EWG
655
Executive Wealth Group
Washington
$344K +$344K +4,500 New
MPW
656
Monterey Private Wealth
California
$342K +$338 +4 +0.1%
RSWM
657
Robertson Stephens Wealth Management
California
$341K +$85 +1 +0%
MA
658
MCF Advisors
Kentucky
$339K +$761 +9 +0.2%
PCG
659
Prosperity Consulting Group
Maryland
$339K +$339K +4,003 New
SB
660
Simmons Bank
Arkansas
$334K +$54.8K +648 +20%
WPIC
661
White Pine Investment Company
Michigan
$333K +$31.7K +375 +11%
SA
662
Sicart Associates
New York
$332K
CIA
663
Concurrent Investment Advisors
Florida
$331K -$72.1K -853 -18%
PA
664
Parallel Advisors
California
$329K -$21.1K -249 -6%
GDP
665
Great Diamond Partners
Maine
$325K -$677 -8 -0.2%
EWM
666
Empirical Wealth Management
Washington
$324K +$37.1K +439 +13%
WMP
667
Wealth Management Partners
Arizona
$323K +$20.8K +246 +7%
TCA
668
Transcend Capital Advisors
New Jersey
$320K +$1.44K +17 +0.5%
SC
669
Syon Capital
California
$318K -$962K -11,373 -75%
BFWM
670
Bright Futures Wealth Management
New York
$312K +$312K +4,920 New
SAM
671
Sompo Asset Management
Japan
$311K -$492K -5,820 -61%
WPC
672
Wedmont Private Capital
Pennsylvania
$311K +$75.4K +943 +32%
SGCA
673
Steel Grove Capital Advisors
Tennessee
$311K +$311K +3,673 New
SAM
674
Shell Asset Management
Netherlands
$310K +$310K +4,801 New
NFSG
675
Newbridge Financial Services Group
Florida
$309K -$575K -6,798 -65%