XYZ

Block, Inc.

1,290 hedge funds and large institutions have $66.1B invested in Block, Inc. in 2021 Q1 according to their latest regulatory filings, with 201 funds opening new positions, 519 increasing their positions, 439 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,290
Holders Change
+54
Holders Change %
+4.37%
% of All Funds
22.72%
Holding in Top 10
75
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.85%
% of All Funds
1.32%
New
201
Increased
519
Reduced
439
Closed
132
Calls
$7.01B
Puts
$9.22B
Net Calls
-$2.21B
Net Calls Change
+$1.12B
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
676
Apollon Wealth Management
South Carolina
$977K +$977K +4,302 New
OPS
677
Orion Portfolio Solutions
Nebraska
$970K +$37.7K +166 +4%
SMC
678
Smith, Moore & Co
Missouri
$962K -$26.1K -115 -3%
EWM
679
Empirical Wealth Management
Washington
$956K +$18.8K +83 +2%
TCWM
680
Total Clarity Wealth Management
Illinois
$953K +$6.13K +27 +0.6%
FVWA
681
Foster Victor Wealth Advisors
South Carolina
$944K +$585K +2,141 +163%
UH
682
Unigestion Holding
Switzerland
$941K +$396K +1,743 +73%
C
683
Certuity
Florida
$940K +$120K +527 +15%
PCS
684
Personal CFO Solutions
New Jersey
$934K -$245K -1,077 -21%
FB
685
Fulton Bank
Pennsylvania
$931K -$95.1K -419 -9%
PFA
686
Paradigm Financial Advisors
Missouri
$929K +$487K +2,145 +110%
GAMC
687
Garner Asset Management Corp
Texas
$926K -$118K -520 -11%
BCM
688
Brookstone Capital Management
Illinois
$925K -$758K -3,338 -45%
CCA
689
Column Capital Advisors
Indiana
$925K -$81.5K -359 -8%
BL
690
BFSG LLC
California
$923K +$908 +4 +0.1%
SCM
691
Schnieders Capital Management
California
$922K +$30K +132 +3%
CST
692
Charles Schwab Trust
Nevada
$918K
CAGAS
693
Capital Advisory Group Advisory Services
Minnesota
$915K +$82.2K +362 +10%
AIP
694
Almanack Investment Partners
Pennsylvania
$911K -$192K -844 -17%
MFG
695
Menard Financial Group
Texas
$911K -$68.6K -302 -7%
IA
696
Insight Advisors
Pennsylvania
$910K +$84.5K +345 +10%
SOADOR
697
State of Alaska Department of Revenue
Alaska
$900K -$70.8K -312 -7%
CAG
698
Csenge Advisory Group
Florida
$900K +$128K +490 +17%
IWM
699
IHT Wealth Management
Illinois
$895K +$270K +1,188 +43%
LWM
700
Lyell Wealth Management
California
$879K -$34.1K -150 -4%