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 %
CYG
901
Clean Yield Group
Vermont
$4.51K – – –
ICM
902
Islay Capital Management
Texas
$4.51K – – –
FDCP
903
Foster Dykema Cabot & Partners
Massachusetts
$4.26K +$4.26K +66 New
RFG
904
REAP Financial Group
Texas
$4.19K +$3.93K +61 +1,525%
ZB
905
Zions Bancorporation
Utah
$3.93K -$2.19K -34 -36%
GI
906
Gradient Investments
Minnesota
$3.87K +$387 +6 +11%
FNWA
907
Financial Network Wealth Advisors
Utah
$3.8K +$3.8K +59 New
SHIM
908
Stone House Investment Management
Pennsylvania
$3.78K -$16K -250 -81%
HI
909
Hoey Investments
Pennsylvania
$3.23K -$16.4K -255 -84%
CJ
910
Caitlin John
Michigan
$3.23K -$15.7K -243 -83%
AEPWM
911
Atlantic Edge Private Wealth Management
Florida
$3.23K – – –
BC
912
Barrett & Company
Rhode Island
$3.23K – – –
BL
913
BFSG LLC
California
$3.23K – – –
KFS
914
Kelly Financial Services
Massachusetts
$3.23K – – –
LIA
915
Lynx Investment Advisory
District of Columbia
$3.23K +$3.23K +50 New
GPFA
916
Game Plan Financial Advisors
Ohio
$3.22K +$3.22K +50 New
HWA
917
Heritage Wealth Advisors
Virginia
$3.16K – – –
JFA
918
JNBA Financial Advisors
Minnesota
$3.03K – – –
HBW
919
Hazlett, Burt & Watson
West Virginia
$3K -$6.6K -110 -69%
MCM
920
MV Capital Management
Maryland
$2.97K -$1.87K -29 -39%
WIA
921
Wetzel Investment Advisors
Indiana
$2.96K – – –
WWP
922
WR Wealth Planners
Missouri
$2.9K -$1.23K -19 -30%
GEA
923
Glen Eagle Advisors
New Jersey
$2.9K +$967 +15 +50%
BGAI
924
Bruce G. Allen Investments
Colorado
$2.77K – – –
AWM
925
Atticus Wealth Management
Florida
$2.71K – – –
35 36
37
38 39