XYZ

Block, Inc.

1,371 hedge funds and large institutions have $74.5B invested in Block, Inc. in 2021 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 609 increasing their positions, 409 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,371
Holders Change
+28
Holders Change %
+2.08%
% of All Funds
24.08%
Holding in Top 10
77
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.35%
New
139
Increased
609
Reduced
409
Closed
97
Calls
$6.65B
Puts
$10.8B
Net Calls
-$4.18B
Net Calls Change
-$361M
Name Holding Trade Value Shares
Change
Shares
Change %
GAM
701
Griffin Asset Management
New York
$1.13M -$88.7K -370 -7%
TCWM
702
Total Clarity Wealth Management
Illinois
$1.13M +$56.4K +235 +5%
GG
703
Gofen & Glossberg
Illinois
$1.13M +$248K +1,035 +28%
AWA
704
Aaron Wealth Advisors
Illinois
$1.12M -$2.4K -10 -0.2%
FAIM
705
Financial Advocates Investment Management
Washington
$1.12M -$195K -841 -15%
AA
706
Ancora Advisors
Ohio
$1.12M +$2.16K +9 +0.2%
CW
707
CreativeOne Wealth
Kansas
$1.12M -$5.52K -23 -0.5%
HCM
708
Hodges Capital Management
Texas
$1.12M +$528K +2,200 +90%
VLC
709
Van Leeuwen & Company
New Jersey
$1.11M
C
710
Certuity
Florida
$1.11M +$161K +674 +17%
MRCM
711
M&R Capital Management
New Jersey
$1.1M +$47.9K +200 +5%
AWM
712
Apollon Wealth Management
South Carolina
$1.1M +$244K +1,017 +28%
BBP
713
Banco BTG Pactual
Brazil
$1.1M
CA
714
Clearstead Advisors
Ohio
$1.09M -$254K -1,059 -19%
SM
715
SG3 Management
Puerto Rico
$1.08M +$599K +2,500 +125%
ACM
716
Ascendant Capital Management
California
$1.08M +$1.08M +4,500 New
OPS
717
Orion Portfolio Solutions
Nebraska
$1.08M +$82.3K +343 +8%
CRWM
718
Castle Rock Wealth Management
California
$1.07M +$713K +3,009 +198%
TMAM
719
Tokio Marine Asset Management
Japan
$1.07M +$61.9K +258 +6%
SMC
720
Smith, Moore & Co
Missouri
$1.07M +$18K +75 +2%
FCH
721
Freestone Capital Holdings
Washington
$1.07M +$406K +1,691 +61%
PP
722
Professional Planning
California
$1.06M -$3.12K -13 -0.3%
RWA
723
Redhawk Wealth Advisors
Minnesota
$1.04M +$167K +695 +19%
ISWM
724
Independent Solutions Wealth Management
New York
$1.04M +$20.4K +85 +2%
TFS
725
Thoroughbred Financial Services
Tennessee
$1.03M +$506K +2,111 +96%