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 %
CPBTD
876
Central Pacific Bank - Trust Division
Hawaii
$6.45K – – –
SVCP
877
Silicon Valley Capital Partners
California
$6.45K – – –
RDIA
878
RE Dickinson Investment Advisors
Iowa
$6.45K – – –
EFP
879
EnRich Financial Partners
Wisconsin
$6.45K – – –
NA
880
Nordwand Advisors
Pennsylvania
$6.45K – – –
BIA
881
Bell Investment Advisors
California
$6.39K +$451 +7 +8%
IRAG
882
Investment Research & Advisory Group
Georgia
$6.32K – – –
OP
883
ORG Partners
Indiana
$6.3K +$5.41K +85 +607%
AIC
884
Archer Investment Corporation
Indiana
$6.26K – – –
AWM
885
Activest Wealth Management
Florida
$6.13K -$4.52K -70 -42%
T2I
886
Turim 21 Investimentos
Brazil
$6.13K – – –
PP
887
PrairieView Partners
Minnesota
$6K – – –
GA
888
GFS Advisors
Texas
$6K +$6K +112,670 New
CPG
889
Cornerstone Planning Group
New Jersey
$5.84K +$3.78K +66 +183%
TFA
890
Toth Financial Advisory
Virginia
$5.81K – – –
HNB
891
Hilltop National Bank
Wyoming
$5.8K +$1.94K +30 +50%
PPC
892
Park Place Capital
Alabama
$5.74K – – –
CWC
893
Carolinas Wealth Consulting
North Carolina
$5.61K – – –
CFFP
894
Center for Financial Planning
Michigan
$5.48K – – –
PPA
895
Painted Porch Advisors
California
$5.48K +$5.48K +85 New
BHWM
896
Beaird Harris Wealth Management
Texas
$5.43K – – –
AssetMark Inc
897
AssetMark Inc
California
$5.16K +$4.19K +65 +433%
NMM
898
Naples Money Management
Florida
$5.11K – – –
RA
899
Rise Advisors
New York
$5.1K -$1.94K -30 -28%
GJWM
900
Gilliland Jeter Wealth Management
Arkansas
$4.58K +$4.58K +71 New
34 35
36
37 38