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 %
CTA
901
Colonial Trust Advisors
South Carolina
$10.4K
HFS
902
HBC Financial Services
Washington
$10K -$480 -11 -5%
MTIC
903
Missouri Trust & Investment Company
Missouri
$9.9K -$63.5K -821 -87%
NSIM
904
North Star Investment Management
Illinois
$9.9K
CAC
905
Core Alternative Capital
Georgia
$9.67K -$2.55K -33 -21%
CSWM
906
Cassady Schiller Wealth Management
Ohio
$9.67K
IRAG
907
Investment Research & Advisory Group
Georgia
$9.59K +$928 +12 +11%
AWM
908
Activest Wealth Management
Florida
$9.44K +$6.19K +80 +190%
S
909
Sachetta
Massachusetts
$9.44K +$9.44K +122 New
JWM
910
Janiczek Wealth Management
Colorado
$9.28K +$8.12K +105 +700%
LG
911
LAM Group
Oregon
$8.97K
LFASL
912
Lugano Financial Advisors SA (LFA)
Switzerland
$8.9K
RA
913
Rise Advisors
New York
$8.43K
BCM
914
Blume Capital Management
California
$8.2K
PP
915
PrairieView Partners
Minnesota
$8K
RDIA
916
RE Dickinson Investment Advisors
Iowa
$8K
VF
917
VitalStone Financial
Texas
$8K
AW
918
Avion Wealth
Texas
$8K +$5.96K +73 +292%
HRC
919
Hoertkorn Richard Charles
$7.89K
SVCP
920
Silicon Valley Capital Partners
California
$7.74K
CT
921
Colonial Trust
South Carolina
$7.74K
NA
922
Nordwand Advisors
Pennsylvania
$7.74K
BWM
923
BKM Wealth Management
Wisconsin
$7.74K +$7.74K +100 New
FSWA
924
Financial Synergies Wealth Advisors
Texas
$7.54K +$1.38K +22 +22%
AIC
925
Archer Investment Corporation
Indiana
$7.5K