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 %
LG
851
LAM Group
Oregon
$10.1K +$2.64K +41 +35%
PP
852
PFS Partners
New Jersey
$9.67K – – –
BLC
853
Brown, Lisle/Cummings
Rhode Island
$9.67K +$9.67K +150 New
FFA
854
Fairfield Financial Advisors
Massachusetts
$9.67K +$9.67K +150 New
IGWM
855
ICA Group Wealth Management
Colorado
$9.29K -$124K -1,921 -93%
S
856
Sachetta
Massachusetts
$9.07K +$1.74K +29 +24%
TCG
857
Transcendent Capital Group
Oklahoma
$9.03K – – –
FCG
858
Financial Connections Group
California
$9K +$9K +140 New
CWM
859
CarsonAllaria Wealth Management
Illinois
$8.77K – – –
TSMHT
860
Thurston Springer Miller Herd & Titak
Indiana
$8.77K +$8.77K +136 New
CTA
861
Colonial Trust Advisors
South Carolina
$8.71K – – –
JWA
862
JFS Wealth Advisors
Pennsylvania
$8.64K +$3.87K +60 +81%
SIC
863
SJS Investment Consulting
Ohio
$8.51K – – –
MIM
864
Macroview Investment Management
Maryland
$8.13K +$2.13K +33 +35%
PMAM
865
Picton Mahoney Asset Management
Ontario, Canada
$8K +$8K +132 New
HWP
866
Highline Wealth Partners
California
$7.93K +$193 +3 +3%
JWM
867
Janiczek Wealth Management
Colorado
$7.74K – – –
MTIC
868
Missouri Trust & Investment Company
Missouri
$7.61K -$645 -10 -8%
TAM
869
Tucker Asset Management
Colorado
$7.48K -$1.68K -26 -18%
LFASL
870
Lugano Financial Advisors SA (LFA)
Switzerland
$7.42K – – –
GWSA
871
Global Wealth Strategies & Associates
Colorado
$7.22K +$4.26K +66 +143%
LWCFA
872
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.21K – – –
CT
873
Colonial Trust
South Carolina
$7.1K +$516 +8 +8%
BCM
874
Blume Capital Management
California
$6.84K – – –
HRC
875
Hoertkorn Richard Charles
$6.58K – – –
33 34
35
36 37