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XYZ

Block Inc
XYZ

1,029 hedge funds and large institutions have $31.1B invested in Block Inc in 2023 Q4 according to their latest regulatory filings, with 257 funds opening new positions, 305 increasing their positions, 332 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 257 | Existing positions closed: 101

89% more capital invested

Capital invested by funds: $16.5B → $31.1B (+$14.6B)

79% more funds holding in top 10

Funds holding in top 10: 19 → 34 (+15)

19% more call options, than puts

Call options by funds: $3.24B | Put options by funds: $2.71B

16% more funds holding

Funds holding: 886 → 1,029 (+143)

5.03% more ownership

Funds ownership: 67.61% → 72.64% (+5%)

8% less repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 332

Holders
1,029
Holders Change
+143
Holders Change %
+16.14%
% of All Funds
15%
Holding in Top 10
34
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+78.95%
% of All Funds
0.5%
New
257
Increased
305
Reduced
332
Closed
101
Calls
$3.24B
Puts
$2.71B
Net Calls
+$522M
Net Calls Change
+$273M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.17B
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$326M
3
Ameriprise
Ameriprise
Minnesota
+$204M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$174M
5
Citadel Advisors
Citadel Advisors
Florida
+$166M

Top Sellers

Rank Fund Capital Flow
1
Viking Global Investors
Viking Global Investors
Connecticut
-$545M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$220M
3
DIG
Dragoneer Investment Group
California
-$157M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$148M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$145M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
701
Legacy Financial Advisors
Kentucky
$248K +$181K +3,208 New
OR
702
Olympiad Research
Connecticut
$246K +$180K +3,178 New
PWG
703
Portside Wealth Group
Utah
$245K +$179K +3,165 New
ARC
704
Advisor Resource Council
Texas
$245K +$179K +3,164 New
DZ Bank
705
DZ Bank
Germany
$245K -$21.2K -375 -11%
CWM
706
Cornerstone Wealth Management
Missouri
$244K +$178K +3,153 New
AFP
707
Ausdal Financial Partners
Iowa
$244K +$178K +3,152 New
WWP
708
Waypoint Wealth Partners
California
$243K +$178K +3,140 New
KCM
709
KRS Capital Management
Michigan
$242K -$184K -3,257 -51%
PIA
710
Powell Investment Advisors
Florida
$240K +$175K +3,097 New
CAM
711
Claret Asset Management
Quebec, Canada
$238K +$174K +3,075 New
FCI
712
Financial Counselors Inc
Kansas
$238K +$174K +3,076 New
TPW
713
Transatlantique Private Wealth
New York
$237K +$173K +3,067 New
HWM
714
Howard Wealth Management
Connecticut
$237K +$173K +3,058 New
ECG
715
EPIQ Capital Group
California
$236K +$173K +3,057 New
EP
716
Eudaimonia Partners
Tennessee
$235K +$172K +3,040 New
MFGM
717
Marshall Financial Group (Maryland)
Maryland
$234K +$171K +3,030 New
CPIG
718
Chicago Partners Investment Group
Illinois
$234K -$75.3K -1,331 -26%
AF
719
Allworth Financial
California
$230K +$89.6K +1,584 +114%
Lido Advisors
720
Lido Advisors
California
$230K -$111K -1,966 -40%
KCM
721
Kathmere Capital Management
Pennsylvania
$228K +$167K +2,949 New
XT
722
XTX Topco
Cayman Islands
$228K -$312K -5,527 -65%
SAM
723
Simplify Asset Management
Nevada
$228K +$167K +2,947 New
VAM
724
Vienna Asset Management
California
$227K +$178K +3,144 New
KA
725
Kovack Advisors
Florida
$227K +$166K +2,930 New
27 28
29
30 31

XYZ Hedge Fund Activity: Q4 2023 in Review

1,029 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q4 2023, worth a combined $31.1B — up 89% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 257 funds opened new XYZ positions and 101 closed out — a net gain of 156 holders — while 305 added to existing stakes and 332 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.17B. The largest seller was Viking Global Investors, exiting entirely with an estimated $545M sold.

  • 1,029 institutional investors held Block Inc (XYZ) as of Q4 2023, up from 886 in Q3 2023.
  • Funds reported $31.1B of Block Inc stock for Q4 2023, up 89% quarter-over-quarter.
  • 257 funds opened new Block Inc positions in Q4 2023 and 101 closed out, a net change of +156 holders.
  • The largest Block Inc buyer in Q4 2023 was Morgan Stanley, an estimated $1.17B added.
  • The largest Block Inc seller in Q4 2023 was Viking Global Investors, an estimated $545M sold.

Based on aggregated 13F filings for Q4 2023.