XYZ

Block, Inc.

1,020 hedge funds and large institutions have $22.7B invested in Block, Inc. in 2022 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 451 increasing their positions, 341 reducing their positions, and 292 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,020
Holders Change
-221
Holders Change %
-17.81%
% of All Funds
17.25%
Holding in Top 10
24
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-45.45%
% of All Funds
0.41%
New
86
Increased
451
Reduced
341
Closed
292
Calls
$2.56B
Puts
$2.99B
Net Calls
-$428M
Net Calls Change
+$2.29B
Name Holding Trade Value Shares
Change
Shares
Change %
CST
701
Charles Schwab Trust
Nevada
$246K -$3.32K -54 -1%
BWP
702
BSW Wealth Partners
Colorado
$243K +$19.5K +318 +9%
RBFC
703
Roman Butler Fullerton & Co
Missouri
$242K -$1.06K -16 -0.4%
NW
704
Naviter Wealth
Arkansas
$242K +$242K +3,932 New
VHAM
705
Van Hulzen Asset Management
California
$240K +$43.7K +712 +22%
LC
706
Lindbrook Capital
California
$240K +$61.9K +1,008 +35%
PFGIA
707
Patriot Financial Group Insurance Agency
Massachusetts
$238K -$87.7K -1,428 -27%
DWM
708
Dakota Wealth Management
Florida
$238K +$238K +3,867 New
PCA
709
Personal Capital Advisors
California
$234K -$66.4K -1,080 -22%
BFEC
710
Benjamin F. Edwards & Company
Missouri
$231K -$30.8K -502 -12%
JCM
711
Jag Capital Management
Missouri
$230K -$20.9K -340 -8%
WA
712
Wealth Alliance
New York
$230K +$23.2K +378 +11%
TCWM
713
Total Clarity Wealth Management
Illinois
$229K -$31.7K -515 -12%
CWM
714
Cornerstone Wealth Management
Missouri
$229K +$14.1K +229 +7%
EWM
715
Empirical Wealth Management
Washington
$228K -$75.2K -1,225 -25%
VFA
716
Valeo Financial Advisors
Indiana
$228K -$43K -700 -16%
SMC
717
Smith, Moore & Co
Missouri
$228K -$16K -260 -7%
S
718
Seeyond
France
$228K +$31K +507 +16%
NA
719
NewEdge Advisors
Louisiana
$228K +$228K +3,716 New
JHCP
720
Jackson Hole Capital Partners
Oklahoma
$227K +$8.35K +136 +4%
KA
721
Kozak & Associates
Colorado
$222K
CF
722
Centaurus Financial
California
$221K +$6.88K +112 +3%
RC
723
RegentAtlantic Capital
New Jersey
$217K -$26K -423 -11%
PWPS
724
Pinnacle Wealth Planning Services
Ohio
$217K +$2.03K +33 +0.9%
AMCA
725
Arthur M. Cohen & Associates
Illinois
$216K -$370K -6,018 -63%