XYZ

Block, Inc.

961 hedge funds and large institutions have $25.4B invested in Block, Inc. in 2023 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 291 increasing their positions, 383 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
961
Holders Change
-26
Holders Change %
-2.63%
% of All Funds
15.16%
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.47%
New
104
Increased
291
Reduced
383
Closed
123
Calls
$1.91B
Puts
$1.6B
Net Calls
+$315M
Net Calls Change
+$367M
Name Holding Trade Value Shares
Change
Shares
Change %
FCAG
901
First Capital Advisors Group
New Jersey
$3.33K +$3.33K +50 New
BC
902
Barrett & Company
Rhode Island
$3.33K
HWA
903
Heritage Wealth Advisors
Virginia
$3.26K
WWM
904
Wolff Wiese Magana
California
$3.13K -$3.66K -55 -54%
JFA
905
JNBA Financial Advisors
Minnesota
$3.13K
GWSA
906
Global Wealth Strategies & Associates
Colorado
$3.06K
CA
907
Centerpoint Advisors
Massachusetts
$3K -$3K -50 -50%
HFM
908
Hartford Financial Management
Connecticut
$2.86K
CMBA
909
C.M. Bidwell & Associates
Hawaii
$2.73K
CWM
910
Cedar Wealth Management
California
$2.66K
MA
911
Montag & Associates
Georgia
$2.46K
BAM
912
Bellevue Asset Management
Washington
$2.4K
TF
913
Tompkins Financial
New York
$2.33K
GEA
914
Glen Eagle Advisors
New Jersey
$2.26K
BC
915
Belmont Capital
California
$2.26K
NSG
916
Nalls Sherbakoff Group
Tennessee
$2.18K
LJHT
917
Laurie J. Hall Trustee
$2K
AW
918
Avion Wealth
Texas
$2K +$634 +13 +46%
TC
919
Tacita Capital
Ontario, Canada
$2K +$2K +28 New
GJIA
920
Glass Jacobson Investment Advisors
Maryland
$2K +$2K +30 New
RTL
921
Red Tortoise LLC
Georgia
$1.93K +$333 +5 +21%
LF
922
Lee Financial
Texas
$1.86K
SIC
923
SJS Investment Consulting
Ohio
$1.8K +$400 +6 +29%
CHA
924
Carmichael Hill & Associates
Maryland
$1.73K
VCM
925
Versant Capital Management
Arizona
$1.66K -$466 -7 -22%