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 %
AC
676
Avestar Capital
New York
$309K +$21.4K +253 +7%
AC
677
ASB Consultores
Florida
$308K +$308K +3,645 New
EWA
678
EP Wealth Advisors
California
$308K -$33.4K -395 -10%
CH
679
Canton Hathaway
Rhode Island
$308K +$308K +3,640 New
KWM
680
Kingsview Wealth Management
Oregon
$306K -$604K -7,145 -66%
HIA
681
Harbor Investment Advisory
Maryland
$305K -$16.9K -200 -5%
AF
682
Allworth Financial
California
$305K +$53.1K +628 +21%
BCM
683
BluePointe Capital Management
California
$304K
LW
684
Libra Wealth
California
$301K
MWA
685
Meridian Wealth Advisors
Texas
$299K
EP
686
Edgestream Partners
New Jersey
$297K -$1.87M -22,093 -86%
SAM
687
Secure Asset Management
Michigan
$297K +$10.6K +125 +4%
PWG
688
Portside Wealth Group
Utah
$294K +$26.1K +309 +10%
AWM
689
AE Wealth Management
Kansas
$293K -$2.13M -25,129 -88%
AC
690
Aristeia Capital
Connecticut
$292K +$292K +3,456 New
ECM
691
EMC Capital Management
Texas
$292K
IEFM
692
IQ EQ Fund Management
Ireland
$291K -$19.5K -230 -6%
RS
693
Rakuten Securities
Japan
$289K -$580K -6,855 -67%
SBIA
694
Sheaff Brock Investment Advisors
Indiana
$288K -$10.6K -125 -4%
KWA
695
Kingswood Wealth Advisors
California
$287K -$155K -1,835 -35%
SMC
696
Smith, Moore & Co
Missouri
$287K -$6.77K -80 -2%
KA
697
Kovack Advisors
Florida
$284K +$35.7K +422 +14%
LFA
698
Legacy Financial Advisors
Kentucky
$281K +$9.9K +117 +4%
AAS
699
Ameritas Advisory Services
Nebraska
$281K +$281K +3,531 New
GRP
700
Global Retirement Partners
California
$280K -$2.79K -33 -1%