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 %
GC
826
Gould Capital
Washington
$14.8K +$5.16K +80 +53%
DMBA
827
Deseret Mutual Benefit Administrators
Utah
$14.8K +$8.26K +128 +125%
BCMLT
828
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.8K – – –
AGWCA
829
Annis Gardner Whiting Capital Advisors
Florida
$14.6K -$645 -10 -4%
LOIM
830
Liberty One Investment Management
Illinois
$14K -$1.07K -17 -7%
ST
831
Smithfield Trust
Pennsylvania
$14K – – –
TCM
832
Tradewinds Capital Management
Washington
$13.6K – – –
SC
833
SouthState Corp
Florida
$13.6K – – –
CIAS
834
CBIZ Investment Advisory Services
Ohio
$13.2K +$5.42K +84 +70%
GLR
835
Great Lakes Retirement
Ohio
$13K +$13K +202 New
LWA
836
Lowe Wealth Advisors
Maryland
$12.9K -$5.48K -85 -30%
EBA
837
Eagle Bay Advisors
New York
$12.9K -$1.16K -18 -8%
LTI
838
Laffer Tengler Investments
Tennessee
$12.9K -$258 -4 -2%
IWP
839
IAG Wealth Partners
Wisconsin
$12.9K – – –
CTB
840
Country Trust Bank
Illinois
$12.9K – – –
PO
841
Private Ocean
California
$12.9K +$12.9K +200 New
GXJ
842
Global X Japan
Japan
$12.6K -$1.74K -27 -12%
SIS
843
Strategic Investment Solutions
Illinois
$12.4K +$12.4K +200 New
KFI
844
Key Financial Inc
Pennsylvania
$12.1K – – –
AFG
845
Albion Financial Group
Utah
$11.9K – – –
PA
846
Pineridge Advisors
Missouri
$11.3K – – –
TFF
847
The Family Firm
Maryland
$11K +$11K +171 New
BCPWM
848
Bradley & Co Private Wealth Management
Florida
$10.7K – – –
CSWM
849
Cassady Schiller Wealth Management
Ohio
$10.6K – – –
SC
850
Stephens Consulting
Michigan
$10.3K +$10.3K +160 New
32 33
34
35 36