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 %
LC
776
Lindbrook Capital
California
$208K +$13.9K +164 +7%
SEP
777
Southland Equity Partners
Missouri
$206K +$206K +2,436 New
SP
778
Stablepoint Partners
Massachusetts
$206K +$206K +2,433 New
MFG
779
Merit Financial Group
Georgia
$205K +$205K +2,957 New
BJL
780
Brighton Jones LLC
Washington
$204K -$16.6K -196 -8%
LGF
781
LGT Group Foundation
Liechtenstein
$204K +$204K +2,412 New
TPWA
782
Twin Peaks Wealth Advisors
California
$203K +$203K +2,406 New
PF
783
Phoenix Financial
Israel
$203K +$203K +2,413 New
CWM
784
Cherrydale Wealth Management
New Jersey
$203K +$203K +2,398 New
CI Investments Inc
785
CI Investments Inc
Ontario, Canada
$201K +$46.7K +551 +30%
FP
786
Financial Perspectives
Minnesota
$195K +$13.1K +155 +7%
FIA
787
FPC Investment Advisory
California
$192K +$192K +2,600 New
DAL
788
Delta Accumulation LLC
California
$188K
CHC
789
City Holding Co
West Virginia
$184K +$47.6K +563 +35%
BF
790
BOK Financial
Oklahoma
$180K +$2.53K +31 +1%
BFEC
791
Benjamin F. Edwards & Company
Missouri
$177K +$30.1K +356 +20%
IGWM
792
ICA Group Wealth Management
Colorado
$175K -$33.8K -400 -16%
WBC
793
Westpac Banking Corp
Australia
$173K
KA
794
Kozak & Associates
Colorado
$167K
IWA
795
Icon Wealth Advisors
Texas
$163K +$19.6K +232 +14%
WT
796
Whittier Trust
California
$157K -$322K -3,803 -67%
WTC
797
WhitTier Trust Company
Nevada
$154K -$11K -130 -7%
CA
798
Clearstead Advisors
Ohio
$153K -$16.4K -235 -10%
BCV
799
Banque Cantonale Vaudoise
Switzerland
$152K
VWM
800
Venturi Wealth Management
Texas
$148K -$43.6K -515 -23%