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 %
EWM
876
Evermay Wealth Management
Virginia
$17.8K
ST
877
Smithfield Trust
Pennsylvania
$17K
CAL
878
Capital Analysts LLC
Pennsylvania
$17K
EBA
879
Eagle Bay Advisors
New York
$16.9K
SC
880
SouthState Corp
Florida
$16.3K
TCM
881
Tradewinds Capital Management
Washington
$16.3K
IWP
882
IAG Wealth Partners
Wisconsin
$15.5K
CTB
883
Country Trust Bank
Illinois
$15.5K
TSW
884
Thompson Siegel & Walmsley
Virginia
$15K
KFI
885
Key Financial Inc
Pennsylvania
$14.5K
PA
886
Pineridge Advisors
Missouri
$13.5K +$13.5K +175 New
HBW
887
Hazlett, Burt & Watson
West Virginia
$13K -$12.8K -158 -50%
JWA
888
JFS Wealth Advisors
Pennsylvania
$12.9K -$5.42K -70 -30%
BCPWM
889
Bradley & Co Private Wealth Management
Florida
$12.8K +$1.55K +20 +14%
PWMG
890
Prestige Wealth Management Group
New Jersey
$12.8K
FFA
891
Fairfield Financial Advisors
Massachusetts
$11.6K
PP
892
PFS Partners
New Jersey
$11.6K +$3.87K +50 +50%
SAG
893
Spotlight Asset Group
Illinois
$11.1K
MPWT
894
MassMutual Private Wealth & Trust
Connecticut
$11.1K -$1.24K -16 -10%
LA
895
LM Advisors
California
$11.1K +$11.1K +143 New
TAM
896
Tucker Asset Management
Colorado
$11K
TCG
897
Transcendent Capital Group
Oklahoma
$10.8K +$10.8K +140 New
BCMLT
898
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.8K
CWM
899
CarsonAllaria Wealth Management
Illinois
$10.5K
SIC
900
SJS Investment Consulting
Ohio
$10.5K +$8.28K +107 +369%