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 %
FRA
776
Front Row Advisors
California
$43.6K – – –
CA
777
Crewe Advisors
Utah
$43.5K -$5.8K -90 -12%
CHC
778
City Holding Co
West Virginia
$42.8K -$97.2K -1,508 -69%
MB
779
Mizuho Bank
Japan
$41.9K +$41.9K +650 New
HCP
780
Hexagon Capital Partners
Arkansas
$39.7K +$1.42K +22 +4%
HWA
781
HHM Wealth Advisors
Tennessee
$38.2K – – –
PP
782
Paloma Partners
Connecticut
$37.5K -$631K -9,783 -94%
CA
783
Continuum Advisory
Idaho
$37.1K – – –
MFA
784
McClarren Financial Advisors
Pennsylvania
$37K -$132K -457 -78%
HGA
785
Hobbs Group Advisors
South Carolina
$36.6K +$36.6K +761 New
QC
786
Quent Capital
New York
$35K -$3.03K -47 -8%
EWA
787
EverSource Wealth Advisors
Alabama
$34.7K -$30.1K -486 -46%
Fifth Third Bancorp
788
Fifth Third Bancorp
Ohio
$33K -$5.8K -90 -15%
MCM
789
Manchester Capital Management
Vermont
$32.6K – – –
SAM
790
Smartleaf Asset Management
Massachusetts
$32.1K +$26.2K +414 +450%
AA
791
Addison Advisors
Vermont
$32.1K -$516 -8 -2%
PA
792
PSI Advisors
Florida
$29.7K -$1.94K -30 -6%
CAM
793
Creekmur Asset Management
Illinois
$29.6K -$258 -4 -0.9%
FUBT
794
First United Bank & Trust
Maryland
$29K – – –
HIIFS
795
Harel Insurance Investments & Financial Services
Israel
$29K -$34K -540 -54%
SIA
796
Sit Investment Associates
Minnesota
$29K – – –
NRG
797
Nemes Rush Group
Michigan
$27.3K -$5.55K -86 -17%
NS
798
NBC Securities
Alabama
$27K – – –
MSWM
799
Mowery & Schoenfeld Wealth Management
Illinois
$25.8K – – –
AW
800
Avion Wealth
Texas
$25K +$18.2K +293 +269%
30 31
32
33 34