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 %
AF
751
Advisornet Financial
Minnesota
$71.3K -$105K -1,621 -59%
CAL
752
Capital Advisors Ltd
Ohio
$71K +$64 +1 +0.1%
ANBT
753
American National Bank & Trust
Texas
$70.9K +$5.8K +90 +9%
BEI
754
Benjamin Edwards Inc
Missouri
$69K -$15.7K -244 -19%
LFG
755
Larson Financial Group
Missouri
$66.9K +$26.6K +412 +66%
WT
756
Washington Trust
Rhode Island
$66.4K +$1.94K +30 +3%
AA
757
Ancora Advisors
Ohio
$66.1K +$25.8K +400 +64%
CTC
758
Central Trust Company
Missouri
$64.9K +$11.6K +180 +22%
AAP
759
Arax Advisory Partners
Colorado
$64.6K +$19.3K +300 +43%
SSG
760
Summit Securities Group
New York
$64K -$211K -3,300 -77%
CSB
761
City State Bank
Iowa
$59.7K – – –
ADL
762
Asset Dedication LLC
California
$56.6K +$45.1K +699 +393%
MHR
763
Matthew Hamilton Rosenberg
$53K – – –
PCMC
764
Planning Capital Management Corporation
Pennsylvania
$50.4K – – –
CB
765
CNB Bank
Pennsylvania
$48.1K – – –
VNA
766
Valley National Advisers
Pennsylvania
$48K -$379 -6 -0.8%
LI
767
LRI Investments
Florida
$47.8K +$22K +341 +85%
IFAM
768
Institutional & Family Asset Management
Colorado
$47.5K +$3.55K +55 +8%
WTA
769
Washington Trust Advisors
Massachusetts
$45.3K +$2.84K +44 +7%
MTIM
770
Marathon Trading Investment Management
Pennsylvania
$45.1K -$317K -4,911 -88%
UWS
771
Unique Wealth Strategies
Illinois
$44.4K +$44.4K +525 New
TCOV
772
Trust Company of Vermont
Vermont
$44.2K -$1.1K -17 -2%
HGERS
773
Householder Group Estate & Retirement Specialist
Arizona
$44K +$2.62K +41 +6%
MIFH
774
Migdal Insurance & Financial Holdings
Israel
$44K +$44K +700 New
TLCM
775
Twin Lakes Capital Management
California
$43.8K – – –
29 30
31
32 33