XYZ

Block, Inc.

1,356 hedge funds and large institutions have $51.4B invested in Block, Inc. in 2021 Q4 according to their latest regulatory filings, with 253 funds opening new positions, 513 increasing their positions, 456 reducing their positions, and 242 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,356
Holders Change
-15
Holders Change %
-1.09%
% of All Funds
20.94%
Holding in Top 10
45
Holding in Top 10 Change
-32
Holding in Top 10 Change %
-41.56%
% of All Funds
0.69%
New
253
Increased
513
Reduced
456
Closed
242
Calls
$4.9B
Puts
$8.87B
Net Calls
-$3.97B
Net Calls Change
+$219M
Name Holding Trade Value Shares
Change
Shares
Change %
RCM
676
RB Capital Management
Nevada
$915K +$147K +908 +19%
PPP
677
Private Portfolio Partners
New Jersey
$913K +$112K +692 +14%
BAM
678
Belpointe Asset Management
Nevada
$913K -$107K -671 -10%
BCA
679
Bray Capital Advisors
Florida
$913K
CIAS
680
Capital Investment Advisory Services
North Carolina
$904K -$300K -1,857 -25%
CAG
681
Csenge Advisory Group
Florida
$892K -$96K -397 -10%
ACA
682
Atlas Capital Advisors
Wyoming
$892K
TWM
683
Trevian Wealth Management
Massachusetts
$891K +$891K +5,516 New
ZIM
684
Zacks Investment Management
Illinois
$890K -$9.26M -57,351 -91%
DCM
685
Donaldson Capital Management
Indiana
$890K +$396K +2,451 +80%
FIA
686
Foundations Investment Advisors
Arizona
$884K +$274K +1,886 +45%
SFS
687
Stiles Financial Services
Minnesota
$884K +$884K +5,475 New
BA
688
Bridgewater Advisors
New York
$878K -$8.56K -53 -1%
JWCA
689
J.W. Cole Advisors
Florida
$876K -$528K -3,268 -38%
AF
690
Aldebaran Financial
$858K +$13.7K +85 +2%
PFGIA
691
Patriot Financial Group Insurance Agency
Massachusetts
$850K +$46.5K +288 +6%
PCA
692
Personal Capital Advisors
California
$846K +$83.4K +530 +11%
EWM
693
Empirical Wealth Management
Washington
$837K -$171K -1,057 -17%
LB
694
Legacy Bridge
Iowa
$837K
PWPS
695
Pinnacle Wealth Planning Services
Ohio
$835K +$835K +5,169 New
AC
696
Addison Capital
Pennsylvania
$831K +$12.1K +75 +1%
FHB
697
First Hawaiian Bank
Hawaii
$809K -$88.5K -548 -10%
MIG
698
McGuire Investment Group
Rhode Island
$809K +$27.8K +172 +4%
AAIM
699
American Assets Investment Management
California
$808K
BCM
700
Brookstone Capital Management
Illinois
$807K -$1.01M -7,125 -56%