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 %
T
801
Tidemark
California
$24.2K – – –
MPWT
802
MassMutual Private Wealth & Trust
Connecticut
$22.8K +$10.1K +156 +79%
TFIPS
803
Towarzystwo Funduszy Inwestycyjnych PZU SA
$22.6K – – –
RTC
804
Riverview Trust Company
Washington
$21.2K – – –
RIL
805
Rothschild Investment LLC
Illinois
$21.2K +$5.03K +78 +31%
CT
806
Clearstead Trust
Maine
$21K – – –
HCM
807
Hollencrest Capital Management
California
$19.9K -$71.2K -1,104 -78%
PFBT
808
Parkside Financial Bank & Trust
Missouri
$19.6K -$6.84K -106 -26%
OIA
809
Optimum Investment Advisors
Illinois
$19.3K -$22.6K -350 -54%
TWD
810
True Wealth Design
Ohio
$19.3K – – –
HPC
811
HM Payson & Co
Maine
$19.3K – – –
HFS
812
Horizon Financial Services
North Carolina
$19.3K – – –
GFPC
813
Global Financial Private Client
Florida
$19.3K – – –
PCWA
814
Pacific Capital Wealth Advisors
California
$18.9K +$18.9K +293 New
AIM
815
Anchor Investment Management
South Carolina
$18.8K -$645 -10 -3%
QCG
816
Quadrant Capital Group
Ohio
$18.6K -$20.4K -316 -52%
RFA
817
Register Financial Advisors
Georgia
$18.4K – – –
OWA
818
Opal Wealth Advisors
New York
$18.3K +$18.3K +284 New
MWA
819
MFA Wealth Advisors
Pennsylvania
$17.2K +$17.2K +267 New
SIS
820
Sound Income Strategies
Florida
$17K -$1.48K -23 -8%
ME
821
McIlrath & Eck
Washington
$16.1K – – –
VCM
822
Versant Capital Management
Arizona
$16.1K +$13.7K +212 +558%
NECFA
823
New England Capital Financial Advisors
Connecticut
$15.4K – – –
CAL
824
Capital Analysts LLC
Pennsylvania
$15K – – –
EWM
825
Evermay Wealth Management
Virginia
$14.8K – – –
31 32
33
34 35