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 %
AC
676
Avestar Capital
New York
$230K -$6K -93 -3%
LFA
677
Legacy Financial Advisors
Kentucky
$229K +$15K +232 +7%
LW
678
Libra Wealth
California
$229K – – –
WMP
679
Wealth Management Partners
Arizona
$229K -$17.9K -277 -7%
MWA
680
Meridian Wealth Advisors
Texas
$228K – – –
T
681
TOBAM
France
$224K +$127K +1,961 +130%
KWM
682
Kingsview Wealth Management
Oregon
$224K -$9.61K -149 -4%
KIC
683
Kensington Investment Counsel
California
$221K +$221K +3,431 New
EWM
684
Empirical Wealth Management
Washington
$221K -$26.1K -405 -11%
RWB
685
RMR Wealth Builders
New Jersey
$219K +$47.5K +736 +28%
SMC
686
Smith, Moore & Co
Missouri
$217K -$1.94K -30 -0.9%
HAG
687
HighPoint Advisor Group
Illinois
$214K -$4.44K -74 -2%
CFG
688
Citizens Financial Group
Rhode Island
$211K +$211K +3,277 New
JIP
689
Jaffetilchin Investment Partners
Florida
$211K +$2K +31 +1%
PCS
690
Personal CFO Solutions
New Jersey
$210K +$1.42K +22 +0.7%
CAM
691
Cidel Asset Management
Ontario, Canada
$209K – – –
EFG
692
Everhart Financial Group
Ohio
$209K +$27.7K +429 +15%
SA
693
Sicart Associates
New York
$208K -$45.1K -700 -18%
SCP
694
Sivia Capital Partners
California
$208K +$208K +3,220 New
SP
695
Symmetry Partners
Connecticut
$206K – – –
PIA
696
Perennial Investment Advisors
California
$205K -$6.45K -100 -3%
VT
697
Vise Technologies
New York
$202K +$20.1K +312 +11%
KA
698
Kovack Advisors
Florida
$201K -$15.2K -235 -7%
FTWA
699
Fifth Third Wealth Advisors
Ohio
$200K +$200K +3,107 New
EDRH
700
Edmond de Rothschild Holding
Switzerland
$200K – – –
26 27
28
29 30