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XYZ

Block Inc

986 hedge funds and large institutions have $25.8B invested in Block Inc in 2024 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 337 increasing their positions, 360 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more funds holding in top 10

Funds holding in top 10: 2425 (+1)

3% more capital invested

Capital invested by funds: $24.9B → $25.8B (+$869M)

0.29% less ownership

Funds ownership: 69.39%69.09% (-0.29%)

4% less first-time investments, than exits

New positions opened: 108 | Existing positions closed: 112

6% less repeat investments, than reductions

Existing positions increased: 337 | Existing positions reduced: 360

1% less funds holding

Funds holding: 998986 (-12)

16% less call options, than puts

Call options by funds: $1.28B | Put options by funds: $1.53B

Holders
986
Holders Change
-12
Holders Change %
-1.2%
% of All Funds
14.16%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.36%
New
108
Increased
337
Reduced
360
Closed
112
Calls
$1.28B
Puts
$1.53B
Net Calls
-$253M
Net Calls Change
-$283M
Name Holding Trade Value Shares
Change
Change in
Stake
DP
826
Denver PWM
Colorado
$17.5K -$67.8K -1,050 -80%
ME
827
McIlrath & Eck
Washington
$16.8K
AA
828
Addison Advisors
Vermont
$16.5K -$16.2K -251 -51%
MWA
829
MFA Wealth Advisors
Pennsylvania
$15.8K -$2K -31 -12%
VCM
830
Versant Capital Management
Arizona
$15.8K -$969 -15 -6%
EWM
831
Evermay Wealth Management
Virginia
$15.4K
BCMLT
832
Beacon Capital Management LLC (Tennessee)
Tennessee
$15.4K
SIS
833
Sound Income Strategies
Florida
$14.6K -$2.97K -46 -17%
BLC
834
Brown, Lisle/Cummings
Rhode Island
$14.1K +$3.88K +60 +40%
ST
835
Smithfield Trust
Pennsylvania
$14K
CTB
836
Country Trust Bank
Illinois
$13.4K
EBA
837
Eagle Bay Advisors
New York
$13.4K
IWP
838
IAG Wealth Partners
Wisconsin
$13.4K
SIS
839
Strategic Investment Solutions
Illinois
$13.4K
RP
840
Raelipskie Partnership
Ontario, Canada
$13.4K +$12.9K +200 New
TSMHT
841
Thurston Springer Miller Herd & Titak
Indiana
$13.4K +$4.13K +64 +47%
KFI
842
Key Financial Inc
Pennsylvania
$13K +$388 +6 +3%
AFG
843
Albion Financial Group
Utah
$12.4K
S
844
Sachetta
Massachusetts
$12K +$1.81K +28 +19%
AssetMark Inc
845
AssetMark Inc
California
$12K +$6.39K +99 +124%
HWM
846
Hemington Wealth Management
Virginia
$12K +$11.1K +172 New
PA
847
Pineridge Advisors
Missouri
$11.7K
VWM
848
Valley Wealth Managers
New Jersey
$11.1K +$10.7K +165 New
CSWM
849
Cassady Schiller Wealth Management
Ohio
$11K
NECFA
850
New England Capital Financial Advisors
Connecticut
$10.9K -$4.97K -77 -32%

XYZ Hedge Fund Activity: Q3 2024 in Review

986 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q3 2024, worth a combined $25.8B — up 3.5% from $24.9B a quarter earlier.

Sellers outnumbered buyers: 112 funds closed out of XYZ and 108 opened new positions — a net loss of 4 holders — while 360 trimmed existing stakes and 337 added.

The largest buyer was Vanguard Group, adding an estimated $474M. The largest seller was Jane Street, cutting an estimated $159M.

  • 986 institutional investors held Block Inc (XYZ) as of Q3 2024, down from 998 in Q2 2024.
  • Funds reported $25.8B of Block Inc stock for Q3 2024, up 3.5% quarter-over-quarter.
  • 108 funds opened new Block Inc positions in Q3 2024 and 112 closed out, a net change of -4 holders.
  • The largest Block Inc buyer in Q3 2024 was Vanguard Group, an estimated $474M added.
  • The largest Block Inc seller in Q3 2024 was Jane Street, an estimated $159M sold.

Based on aggregated 13F filings for Q3 2024.