XYZ

Block, Inc.

1,021 hedge funds and large institutions have $31.1B invested in Block, Inc. in 2023 Q4 according to their latest regulatory filings, with 256 funds opening new positions, 302 increasing their positions, 329 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,021
Holders Change
+142
Holders Change %
+16.15%
% of All Funds
14.97%
Holding in Top 10
34
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+78.95%
% of All Funds
0.5%
New
256
Increased
302
Reduced
329
Closed
101
Calls
$3.22B
Puts
$2.71B
Net Calls
+$511M
Net Calls Change
+$269M
Name Holding Trade Value Shares
Change
Shares
Change %
MA
851
Montag & Associates
Georgia
$27K +$24.1K +312 +843%
CT
852
Clearstead Trust
Maine
$25.1K
TCWA
853
Turtle Creek Wealth Advisors
Texas
$24.1K +$24.1K +312 New
CFGS
854
Concourse Financial Group Securities
Alabama
$24.1K +$16.2K +209 +205%
AIM
855
Anchor Investment Management
South Carolina
$23.3K -$15.5K -200 -40%
PFBT
856
Parkside Financial Bank & Trust
Missouri
$23.2K +$14.7K +190 +173%
TWD
857
True Wealth Design
Ohio
$23.2K
GFPC
858
Global Financial Private Client
Florida
$23.2K
C
859
Covestor
United Kingdom
$23K +$6.96K +88 +43%
BWP
860
Baldwin Wealth Partners
Massachusetts
$22.8K
QCG
861
Quadrant Capital Group
Ohio
$22.1K -$28.5K -368 -56%
SIS
862
Sound Income Strategies
Florida
$22.1K +$1.78K +23 +9%
LWA
863
Lowe Wealth Advisors
Maryland
$22K
MFF
864
Mango Five Family
Nevada
$21.7K +$21.7K +280 New
BWM
865
Baystate Wealth Management
Massachusetts
$21.1K -$9.28K -120 -31%
ME
866
McIlrath & Eck
Washington
$19.3K
SC
867
Stephens Consulting
Michigan
$19.3K
RIL
868
Rothschild Investment LLC
Illinois
$19.3K +$19.3K +250 New
FCA
869
FinTrust Capital Advisors
South Carolina
$19.2K -$21.3K -275 -53%
GXJ
870
Global X Japan
Japan
$18.7K +$18.7K +242 New
NECFA
871
New England Capital Financial Advisors
Connecticut
$18.5K -$2.01K -26 -10%
IUHSA
872
Itau Unibanco Holding S.A.
Brazil
$18.5K +$1.47K +19 +9%
LOIM
873
Liberty One Investment Management
Illinois
$18.5K +$8.74K +113 +90%
SIS
874
Strategic Investment Solutions
Illinois
$18.1K -$957K -12,366 -98%
AWM
875
Able Wealth Management
New Jersey
$18.1K +$18.1K +234 New