XYZ

Block, Inc.

1,059 hedge funds and large institutions have $32.5B invested in Block, Inc. in 2024 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 372 increasing their positions, 323 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,059
Holders Change
+38
Holders Change %
+3.72%
% of All Funds
15.35%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.51%
New
158
Increased
372
Reduced
323
Closed
105
Calls
$2.43B
Puts
$2.46B
Net Calls
-$27.5M
Net Calls Change
-$538M
Name Holding Trade Value Shares
Change
Shares
Change %
VFA
701
Valeo Financial Advisors
Indiana
$280K -$4.66K -63 -2%
PIA
702
Perennial Investment Advisors
California
$277K -$2.28K -27 -0.8%
CAM
703
Cidel Asset Management
Ontario, Canada
$275K +$275K +3,246 New
PCS
704
Personal CFO Solutions
New Jersey
$274K -$15.1K -179 -5%
JIP
705
Jaffetilchin Investment Partners
Florida
$274K -$70.5K -833 -20%
EGM
706
Engineers Gate Manager
New York
$272K -$7.27M -85,971 -96%
CCM
707
Chiron Capital Management
Florida
$272K -$140K -1,650 -34%
TSW
708
Thompson Siegel & Walmsley
Virginia
$271K +$254K +3,000 +1,500%
SP
709
Symmetry Partners
Connecticut
$270K +$270K +3,187 New
ATPW
710
Ashton Thomas Private Wealth
Arizona
$270K -$105K -1,236 -28%
WWP
711
Waypoint Wealth Partners
California
$266K
PA
712
Pinnacle Associates
New York
$265K +$33.2K +392 +14%
FPAS
713
Focus Partners Advisor Solutions
Missouri
$264K +$31K +367 +13%
JSC
714
J. Stern & Co
United Kingdom
$264K +$95K +1,123 +56%
EDRH
715
Edmond de Rothschild Holding
Switzerland
$262K -$62.6K -740 -19%
PIA
716
Powell Investment Advisors
Florida
$262K
HWM
717
Howard Wealth Management
Connecticut
$259K
CWM
718
Cornerstone Wealth Management
Missouri
$258K -$8.46K -100 -3%
MFGM
719
Marshall Financial Group (Maryland)
Maryland
$256K
JWWM
720
Johnson & White Wealth Management
Pennsylvania
$256K +$256K +3,022 New
HAG
721
HighPoint Advisor Group
Illinois
$254K +$39.8K +570 +19%
FCI
722
Financial Counselors Inc
Kansas
$253K -$7.27K -86 -3%
EP
723
Eudaimonia Partners
Tennessee
$253K -$4.23K -50 -2%
FSA
724
Financial Sense Advisors
California
$252K +$252K +2,978 New
SQA
725
Simon Quick Advisors
New Jersey
$251K +$251K +2,971 New