XYZ

Block, Inc.
XYZ

Overview Fund Activity

987 hedge funds and large institutions have $24.9B invested in Block, Inc. in 2024 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 345 increasing their positions, 351 reducing their positions, and 172 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
987
Holders Change
-72
Holders Change %
-6.8%
% of All Funds
14.35%
Holding in Top 10
24
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-31.43%
% of All Funds
0.35%
New
116
Increased
345
Reduced
351
Closed
172
Calls
$1.51B
Puts
$1.49B
Net Calls
+$26.9M
Net Calls Change
+$54.4M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$582M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$409M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$204M
4
Millennium Management
Millennium Management
New York
+$167M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$133M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$592M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$546M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$211M
4
Coatue Management
Coatue Management
New York
-$194M
5
TA
Trivest Advisors
Hong Kong
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
701
Farther Finance Advisors
California
$195K +$17.2K +269 +10%
UB
702
UMB Bank
Missouri
$188K -$168K -2,599 -47%
PAS
703
Point72 Asia (Singapore)
Singapore
$187K +$187K +2,898 New
FIA
704
FPC Investment Advisory
California
$187K – – –
CI Investments Inc
705
CI Investments Inc
Ontario, Canada
$186K +$33K +512 +22%
BTI
706
Blue Trust Inc
Georgia
$183K +$175K +2,074 +2,230%
AF
707
Allworth Financial
California
$180K -$65.1K -956 -27%
NFSG
708
Newbridge Financial Services Group
Florida
$178K -$57.9K -898 -25%
FG
709
Fairman Group
Pennsylvania
$178K – – –
TSWM
710
Tyler-Stone Wealth Management
Ohio
$175K -$1.81K -28 -1%
ECM
711
EMC Capital Management
Texas
$174K -$64.4K -1,000 -27%
GTAM
712
Global Trust Asset Management
Florida
$169K – – –
MS
713
Mizuho Securities
Japan
$166K -$475K -7,360 -74%
LC
714
Lindbrook Capital
California
$157K -$1.29K -20 -0.8%
CA
715
Clearstead Advisors
Ohio
$151K +$9.74K +151 +7%
KA
716
Kozak & Associates
Colorado
$150K – – –
ATPW
717
Ashton Thomas Private Wealth
Arizona
$150K -$56K -868 -27%
FP
718
Financial Perspectives
Minnesota
$148K – – –
DAL
719
Delta Accumulation LLC
California
$143K – – –
MG
720
Mather Group
Illinois
$142K +$104K +1,229 +273%
FHA
721
First Horizon Advisors
Tennessee
$141K -$18.8K -291 -12%
C
722
Covestor
United Kingdom
$134K +$115K +1,786 +616%
CFGS
723
Concourse Financial Group Securities
Alabama
$134K +$101K +1,570 +313%
IWA
724
Icon Wealth Advisors
Texas
$131K +$12.1K +195 +10%
HNB
725
Huntington National Bank
Ohio
$130K +$49.6K +769 +61%
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