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 %
XT
651
XTX Topco
Cayman Islands
$260K -$257K -3,987 -50%
GT
652
Greenleaf Trust
Michigan
$259K -$5.74K -89 -2%
CAM
653
Covenant Asset Management
New Jersey
$259K -$35.4K -549 -12%
MA
654
MCF Advisors
Kentucky
$258K -$387 -6 -0.1%
DWT
655
Dorsey & Whitney Trust
South Dakota
$257K -$8K -124 -3%
CCM
656
Chaney Capital Management
Washington
$256K +$256K +3,970 New
EWA
657
EP Wealth Advisors
California
$251K +$16.4K +254 +7%
WA
658
WP Advisors
California
$251K -$12.9K -200 -5%
WPIC
659
White Pine Investment Company
Michigan
$246K -$8.07K -125 -3%
GDP
660
Great Diamond Partners
Maine
$245K -$2.77K -43 -1%
AWM
661
AE Wealth Management
Kansas
$244K +$20.7K +321 +9%
SC
662
Syon Capital
California
$243K +$387 +6 +0.2%
AFP
663
Ausdal Financial Partners
Iowa
$243K -$107K -1,657 -31%
PFGIA
664
Patriot Financial Group Insurance Agency
Massachusetts
$241K +$241K +3,733 New
VFA
665
Valeo Financial Advisors
Indiana
$240K -$3.81K -59 -2%
FRA
666
Frank Rimerman Advisors
California
$238K +$238K +3,698 New
Empower Advisory Group
667
Empower Advisory Group
Colorado
$238K -$43.8K -679 -16%
SAM
668
Sompo Asset Management
Japan
$237K – – –
PA
669
Parallel Advisors
California
$237K -$14.2K -220 -6%
WBC
670
Westpac Banking Corp
Australia
$233K +$101K +1,569 +77%
TCA
671
Transcend Capital Advisors
New Jersey
$233K -$10.8K -168 -4%
HIA
672
Harbor Investment Advisory
Maryland
$233K +$258 +4 +0.1%
Capstone Investment Advisors
673
Capstone Investment Advisors
New York
$232K -$254K -3,931 -52%
PWG
674
Portside Wealth Group
Utah
$232K +$8.38K +130 +4%
WWM
675
Westwood Wealth Management
California
$230K -$64.5K -1,000 -22%
25 26
27
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