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 %
BF
726
BOK Financial
Oklahoma
$129K -$13.7K -212 -10%
WTC
727
WhitTier Trust Company
Nevada
$121K +$3.48K +54 +3%
RI
728
Ridgewood Investments
New Jersey
$121K +$121K +1,869 New
BCV
729
Banque Cantonale Vaudoise
Switzerland
$116K – – –
TPCW
730
TD Private Client Wealth
New York
$115K +$22.8K +353 +25%
VWM
731
Venturi Wealth Management
Texas
$115K +$1.48K +23 +1%
TRCT
732
Tower Research Capital (TRC)
New York
$110K -$1.37M -21,296 -93%
AA
733
Alta Advisers
United Kingdom
$110K – – –
EC
734
EntryPoint Capital
New York
$108K +$108K +1,682 New
AIM
735
Acropolis Investment Management
Missouri
$107K – – –
QL
736
Quarry LP
New York
$99.1K +$86.9K +1,348 +713%
CI
737
CAZ Investments
Texas
$97K – – –
FWM
738
Focused Wealth Management
New York
$95.4K +$95.4K +1,480 New
SWM
739
Spire Wealth Management
Virginia
$92.9K +$2.32K +36 +3%
CAS
740
Coppell Advisory Solutions
Texas
$91.8K +$91.8K +1,424 New
WT
741
Whittier Trust
California
$89.2K -$30.2K -469 -25%
PTC
742
Private Trust Company
Ohio
$89.1K – – –
OAM
743
Ostrum Asset Management
France
$87.9K -$277K -4,301 -76%
QPBE
744
Quintet Private Bank (Europe)
Luxembourg
$87.2K -$1.62K -22 -2%
DP
745
Denver PWM
Colorado
$84.5K +$84.5K +1,311 New
GI
746
GAMMA Investing
California
$81.6K +$8.77K +136 +12%
LS
747
Livforsakringsbolaget Skandia
Sweden
$73.6K – – –
GWSG
748
GPS Wealth Strategies Group
Colorado
$72.8K +$42.4K +657 +139%
CFD
749
Creative Financial Designs
Indiana
$72.6K +$4.64K +72 +7%
WIM
750
Westside Investment Management
California
$71.8K – – –
28 29
30
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