XYZ

Block, Inc.

1,371 hedge funds and large institutions have $74.5B invested in Block, Inc. in 2021 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 609 increasing their positions, 409 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,371
Holders Change
+28
Holders Change %
+2.08%
% of All Funds
24.08%
Holding in Top 10
77
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.35%
New
139
Increased
609
Reduced
409
Closed
97
Calls
$6.65B
Puts
$10.8B
Net Calls
-$4.18B
Net Calls Change
-$361M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
901
Calton & Associates
Florida
$497K +$98K +409 +25%
VFM
902
Vivid Financial Management
California
$496K -$2.4K -10 -0.5%
CAAS
903
Capital Asset Advisory Services
Michigan
$496K +$91.8K +383 +23%
TW
904
TrinityPoint Wealth
Connecticut
$496K +$157K +654 +46%
BTWM
905
Baker Tilly Wealth Management
Wisconsin
$495K +$134K +558 +37%
CGL
906
Clarius Group LLC
Washington
$490K +$4.8K +20 +1%
EWA
907
Evolution Wealth Advisors
Florida
$490K +$262K +1,093 +115%
SCA
908
Spearhead Capital Advisors
Florida
$489K +$23.8K +99 +5%
AHC
909
Adell Harriman & Carpenter
Texas
$488K -$58.8K -245 -11%
EI
910
Ellevest Inc
New York
$487K +$23.5K +98 +5%
WCWM
911
Willow Creek Wealth Management
California
$486K -$32.8K -137 -6%
WMA
912
Wealth Management Associates
New Jersey
$485K -$7.2K -30 -1%
SBH
913
Segall Bryant & Hamill
Illinois
$485K
OIM
914
Oder Investment Management
California
$484K
MFG
915
Magnus Financial Group
New York
$481K +$33.6K +140 +8%
AGA
916
Arkos Global Advisors
Texas
$480K
MIC
917
Means Investment Company
Maine
$480K +$33.4K +139 +7%
SFFS
918
Stonehage Fleming Financial Services
Jersey
$480K +$480K +2,000 New
CC
919
Codex Capital
New York
$478K -$239K -1,000 -33%
GA
920
Greytown Advisors
Florida
$478K +$4.55K +19 +1%
PFG
921
PAX Financial Group
Texas
$478K +$58.1K +242 +14%
RC
922
RegentAtlantic Capital
New Jersey
$477K +$62.4K +260 +15%
RWM
923
Ritholtz Wealth Management
New York
$477K +$137K +572 +40%
BFEC
924
Benjamin F. Edwards & Company
Missouri
$476K +$48.4K +202 +11%
CCA
925
Checchi Capital Advisers
California
$475K -$130K -542 -21%