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Block Inc

985 hedge funds and large institutions have $25.8B invested in Block Inc in 2026 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 375 increasing their positions, 330 reducing their positions, and 144 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 375 | Existing positions reduced: 330

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

8% less call options, than puts

Call options by funds: $1B | Put options by funds: $1.09B

4% less funds holding

Funds holding: 1,026985 (-41)

14% less first-time investments, than exits

New positions opened: 124 | Existing positions closed: 144

16% less capital invested

Capital invested by funds: $30.6B → $25.8B (-$4.8B)

649.49% less ownership

Funds ownership: 729.14%79.65% (-649%)

Holders
985
Holders Change
-41
Holders Change %
-4%
% of All Funds
12.13%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.2%
New
124
Increased
375
Reduced
330
Closed
144
Calls
$1B
Puts
$1.09B
Net Calls
-$87.4M
Net Calls Change
-$82.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
801
Pinnacle Wealth Planning Services
Ohio
$14.2K -$235K -3,857 -94%
FFG
802
Forum Finance Group
$14K +$18.2K +300 New
API
803
Asset Planning Inc
California
$13.7K -$24.3K -400 -64%
TWD
804
True Wealth Design
Ohio
$13.7K +$9.91K +163 +255%
FCAS
805
First Command Advisory Services
Texas
$13.1K +$12.2K +200 +1,111%
JGCM
806
Joseph Group Capital Management
Ohio
$13.1K +$8.39K +138 +175%
SR
807
Swiss Re
Switzerland
$12.6K
BWA
808
Basecamp Wealth Advisors
Washington
$12.4K -$23.5K -387 -65%
HCM
809
Hollencrest Capital Management
California
$12.4K
TCM
810
TD Capital Management
Tennessee
$12.3K
BLC
811
Brown, Lisle/Cummings
Rhode Island
$12.1K +$1.64K +27 +16%
WSFS
812
Wilmington Savings Fund Society
Delaware
$12K -$126K -2,067 -91%
CTB
813
Country Trust Bank
Illinois
$12K
IWP
814
IAG Wealth Partners
Wisconsin
$12K
PP
815
PFS Partners
New Jersey
$12K
SIS
816
Strategic Investment Solutions
Illinois
$12K
TCM
817
Tradewinds Capital Management
Washington
$12K
IBOK
818
Independence Bank of Kentucky
Kentucky
$12K +$5.47K +90 +82%
MA
819
Montag & Associates
Georgia
$11.9K -$4.86K -80 -29%
AFG
820
Albion Financial Group
Utah
$11.8K
NWM
821
Nova Wealth Management
Florida
$11.8K
KG
822
Kilter Group
New York
$11.7K -$608 -10 -5%
SC
823
SouthState Corp
Florida
$11.3K -$1.03K -17 -8%
KFI
824
Key Financial Inc
Pennsylvania
$11.3K
AAG
825
Armstrong Advisory Group
Massachusetts
$10.8K +$9.36K +154 +616%