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XYZ

Block Inc

986 hedge funds and large institutions have $25.8B invested in Block Inc in 2024 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 337 increasing their positions, 360 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more funds holding in top 10

Funds holding in top 10: 2425 (+1)

3% more capital invested

Capital invested by funds: $24.9B → $25.8B (+$869M)

0.29% less ownership

Funds ownership: 69.39%69.09% (-0.29%)

4% less first-time investments, than exits

New positions opened: 108 | Existing positions closed: 112

6% less repeat investments, than reductions

Existing positions increased: 337 | Existing positions reduced: 360

1% less funds holding

Funds holding: 998986 (-12)

16% less call options, than puts

Call options by funds: $1.28B | Put options by funds: $1.53B

Holders
986
Holders Change
-12
Holders Change %
-1.2%
% of All Funds
14.16%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.36%
New
108
Increased
337
Reduced
360
Closed
112
Calls
$1.28B
Puts
$1.53B
Net Calls
-$253M
Net Calls Change
-$283M
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
676
Meridian Wealth Advisors
Texas
$238K
GTAM
677
Global Trust Asset Management
Florida
$232K +$54.8K +848 +32%
AAM
678
Azzad Asset Management
Virginia
$232K -$85.9K -1,330 -28%
FFA
679
First Foundation Advisors
California
$224K +$216K +3,342 New
SMC
680
Smith, Moore & Co
Missouri
$223K -$2.91K -45 -1%
QL
681
Quarry LP
New York
$222K +$114K +1,769 +115%
EP
682
Edgestream Partners
New Jersey
$221K -$99.2K -1,535 -32%
CFG
683
Citizens Financial Group
Rhode Island
$221K +$1.29K +20 +0.6%
KA
684
Kovack Advisors
Florida
$221K +$10.9K +169 +5%
CFP
685
Cascade Financial Partners
California
$219K +$194K +3,005 New
GFG
686
Goldstone Financial Group
Illinois
$218K +$210K +3,247 New
TCA
687
Transcend Capital Advisors
New Jersey
$218K -$23.8K -368 -10%
PCS
688
Personal CFO Solutions
New Jersey
$218K -$1.29K -20 -0.6%
SA
689
Sicart Associates
New York
$217K
EWM
690
Empirical Wealth Management
Washington
$216K -$13.2K -204 -6%
ACGA
691
Atlanta Consulting Group Advisors
Georgia
$216K +$208K +3,222 New
CPIG
692
Chicago Partners Investment Group
Illinois
$216K -$178K -2,758 -48%
WWM
693
Westwood Wealth Management
California
$215K -$22.6K -350 -10%
AWM
694
AE Wealth Management
Kansas
$215K -$36.8K -570 -15%
AFP
695
Ausdal Financial Partners
Iowa
$215K -$36.2K -561 -15%
VFPW
696
Vantage Financial Partners (Wisconsin)
Wisconsin
$214K +$206K +3,189 New
FFA
697
Farther Finance Advisors
California
$213K +$7.75K +120 +4%
PA
698
Pinnacle Associates
New York
$212K +$177K +2,742 New
FPAS
699
Focus Partners Advisor Solutions
Missouri
$211K +$203K +3,144 New
OWA
700
Octavia Wealth Advisors
Ohio
$210K -$190K -2,947 -49%

XYZ Hedge Fund Activity: Q3 2024 in Review

986 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q3 2024, worth a combined $25.8B — up 3.5% from $24.9B a quarter earlier.

Sellers outnumbered buyers: 112 funds closed out of XYZ and 108 opened new positions — a net loss of 4 holders — while 360 trimmed existing stakes and 337 added.

The largest buyer was Vanguard Group, adding an estimated $474M. The largest seller was Jane Street, cutting an estimated $159M.

  • 986 institutional investors held Block Inc (XYZ) as of Q3 2024, down from 998 in Q2 2024.
  • Funds reported $25.8B of Block Inc stock for Q3 2024, up 3.5% quarter-over-quarter.
  • 108 funds opened new Block Inc positions in Q3 2024 and 112 closed out, a net change of -4 holders.
  • The largest Block Inc buyer in Q3 2024 was Vanguard Group, an estimated $474M added.
  • The largest Block Inc seller in Q3 2024 was Jane Street, an estimated $159M sold.

Based on aggregated 13F filings for Q3 2024.