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XYZ

Block Inc

986 hedge funds and large institutions have $25.8B invested in Block Inc in 2024 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 337 increasing their positions, 360 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more funds holding in top 10

Funds holding in top 10: 2425 (+1)

3% more capital invested

Capital invested by funds: $24.9B → $25.8B (+$869M)

0.29% less ownership

Funds ownership: 69.39%69.09% (-0.29%)

4% less first-time investments, than exits

New positions opened: 108 | Existing positions closed: 112

6% less repeat investments, than reductions

Existing positions increased: 337 | Existing positions reduced: 360

1% less funds holding

Funds holding: 998986 (-12)

16% less call options, than puts

Call options by funds: $1.28B | Put options by funds: $1.53B

Holders
986
Holders Change
-12
Holders Change %
-1.2%
% of All Funds
14.16%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.36%
New
108
Increased
337
Reduced
360
Closed
112
Calls
$1.28B
Puts
$1.53B
Net Calls
-$253M
Net Calls Change
-$283M
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
751
Capital Performance Advisors
California
$83.4K +$80.2K +1,242 New
LFG
752
Larson Financial Group
Missouri
$80K +$9.95K +154 +15%
CAL
753
Capital Advisors Ltd
Ohio
$79K +$4.46K +69 +6%
GWSG
754
GPS Wealth Strategies Group
Colorado
$75.8K
UIA
755
Ulland Investment Advisors
Minnesota
$75K +$71.7K +1,110 New
WIM
756
Westside Investment Management
California
$74.8K
DWM
757
Darwin Wealth Management
Florida
$74.4K +$71.6K +1,109 New
AAP
758
Arax Advisory Partners
Colorado
$70.5K +$3.1K +48 +5%
WT
759
Washington Trust
Rhode Island
$69.1K
AA
760
Ancora Advisors
Ohio
$68.8K
MBFW
761
Morton Brown Family Wealth
Pennsylvania
$67.1K +$64.6K +1,000 New
SOW
762
State of Wyoming
Wyoming
$64.4K +$62K +960 New
CSB
763
City State Bank
Iowa
$62.1K
NIC
764
Northwest Investment Counselors
Oregon
$61.4K +$59.1K +915 New
FFWM
765
Future Financial Wealth Management
Ohio
$57.1K +$54.9K +850 New
CAS
766
Coppell Advisory Solutions
Texas
$56.9K -$37.1K -574 -40%
MHR
767
Matthew Hamilton Rosenberg
$55.7K
CTC
768
Central Trust Company
Missouri
$53.9K -$13.2K -204 -20%
CT
769
Caldwell Trust
Florida
$53.7K +$48.4K +750 +1,500%
CA
770
CoreCap Advisors
Michigan
$52K +$50K +774 New
WTA
771
Washington Trust Advisors
Massachusetts
$50.5K +$3.29K +51 +7%
CHC
772
City Holding Co
West Virginia
$50.5K +$5.81K +90 +14%
CB
773
CNB Bank
Pennsylvania
$50.1K
TCOV
774
Trust Company of Vermont
Vermont
$49K +$2.91K +45 +7%
WTC
775
WhitTier Trust Company
Nevada
$48.1K -$74.9K -1,159 -62%

XYZ Hedge Fund Activity: Q3 2024 in Review

986 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q3 2024, worth a combined $25.8B — up 3.5% from $24.9B a quarter earlier.

Sellers outnumbered buyers: 112 funds closed out of XYZ and 108 opened new positions — a net loss of 4 holders — while 360 trimmed existing stakes and 337 added.

The largest buyer was Vanguard Group, adding an estimated $474M. The largest seller was Jane Street, cutting an estimated $159M.

  • 986 institutional investors held Block Inc (XYZ) as of Q3 2024, down from 998 in Q2 2024.
  • Funds reported $25.8B of Block Inc stock for Q3 2024, up 3.5% quarter-over-quarter.
  • 108 funds opened new Block Inc positions in Q3 2024 and 112 closed out, a net change of -4 holders.
  • The largest Block Inc buyer in Q3 2024 was Vanguard Group, an estimated $474M added.
  • The largest Block Inc seller in Q3 2024 was Jane Street, an estimated $159M sold.

Based on aggregated 13F filings for Q3 2024.