XYZ

Block, Inc.

987 hedge funds and large institutions have $27.2B invested in Block, Inc. in 2023 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 334 increasing their positions, 356 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
987
Holders Change
-9
Holders Change %
-0.9%
% of All Funds
15.8%
Holding in Top 10
30
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.76%
% of All Funds
0.48%
New
129
Increased
334
Reduced
356
Closed
115
Calls
$2.74B
Puts
$2.79B
Net Calls
-$51.8M
Net Calls Change
+$58.5M
Name Holding Trade Value Shares
Change
Shares
Change %
CSWM
876
Cassady Schiller Wealth Management
Ohio
$8.58K
FSWA
877
Financial Synergies Wealth Advisors
Texas
$8.24K
HFS
878
HBC Financial Services
Washington
$8K +$237 +7 +3%
LG
879
LAM Group
Oregon
$7.96K
LFASL
880
Lugano Financial Advisors SA (LFA)
Switzerland
$7.9K
CIM
881
Contravisory Investment Management
Massachusetts
$7.9K +$7.9K +115 New
LOIM
882
Liberty One Investment Management
Illinois
$7.55K +$7.55K +110 New
BCM
883
Blume Capital Management
California
$7.28K
WWM
884
Wolff Wiese Magana
California
$7K -$2.75K -40 -28%
PI
885
PineBridge Investments
New York
$7K
HRC
886
Hoertkorn Richard Charles
$7K
CA
887
Centerpoint Advisors
Massachusetts
$7K -$1.75K -25 -20%
RDIA
888
RE Dickinson Investment Advisors
Iowa
$7K
PP
889
PrairieView Partners
Minnesota
$7K
CCP
890
Carmel Capital Partners
California
$6.93K +$6.93K +101 New
SWA
891
Sutton Wealth Advisors
Florida
$6.87K -$213K -3,102 -97%
KFS
892
Kelly Financial Services
Massachusetts
$6.87K -$343 -5 -5%
CT
893
Colonial Trust
South Carolina
$6.87K
LWCFA
894
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.87K
SVCP
895
Silicon Valley Capital Partners
California
$6.87K
NA
896
Nordwand Advisors
Pennsylvania
$6.87K +$6.87K +100 New
CCM
897
Chilton Capital Management
Texas
$6.87K +$6.87K +100 New
IRAG
898
Investment Research & Advisory Group
Georgia
$6.73K
FFL
899
Financial Freedom LLC
Ohio
$6.66K
AIC
900
Archer Investment Corporation
Indiana
$6.66K