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 %
CG
726
Caprock Group
Idaho
$250K -$96.9K -1,146 -28%
KCM
727
Kathmere Capital Management
Pennsylvania
$249K
DWM
728
Dakota Wealth Management
Florida
$249K +$249K +2,948 New
SAM
729
Simplify Asset Management
Nevada
$249K
ET
730
Equitable Trust
Tennessee
$249K +$249K +2,946 New
GI
731
GAMCO Investors
Connecticut
$248K +$248K +2,928 New
IWA
732
IVC Wealth Advisors
Pennsylvania
$247K +$247K +2,921 New
CAM
733
Claret Asset Management
Quebec, Canada
$246K -$14.1K -167 -5%
KP
734
Keel Point
Alabama
$244K +$244K +2,886 New
CCM
735
Canal Capital Management
Virginia
$242K
TVAMP
736
Tennessee Valley Asset Management Partners
Tennessee
$241K -$241K -2,850 -50%
VT
737
Vise Technologies
New York
$239K +$239K +2,822 New
EFG
738
Everhart Financial Group
Ohio
$238K +$238K +2,812 New
SAM
739
Silvercrest Asset Management
New York
$237K -$8.04K -95 -3%
AG
740
AlTi Global
New York
$237K +$237K +2,801 New
MGIA
741
Moneta Group Investment Advisors
Missouri
$235K -$75.5K -893 -24%
JWCA
742
J.W. Cole Advisors
Florida
$234K +$234K +2,783 New
SL
743
Stevard LLC
Illinois
$234K
FG
744
Fairman Group
Pennsylvania
$233K
SWM
745
SilverOak Wealth Management
Minnesota
$233K -$3.3K -39 -1%
TSWM
746
Tyler-Stone Wealth Management
Ohio
$232K
IF
747
Insight Folios
North Carolina
$232K -$7.7K -91 -3%
CFP
748
Cascade Financial Partners
California
$231K +$231K +3,005 New
AF
749
Advisornet Financial
Minnesota
$231K +$37.6K +444 +19%
FFA
750
Fortune Financial Advisors
Kansas
$230K -$4.91K -58 -2%