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XYZ

Block Inc
XYZ

986 hedge funds and large institutions have $25.8B invested in Block Inc in 2024 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 337 increasing their positions, 360 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more funds holding in top 10

Funds holding in top 10: 24 → 25 (+1)

3% more capital invested

Capital invested by funds: $24.9B → $25.8B (+$869M)

0.29% less ownership

Funds ownership: 69.39% → 69.09% (-0.29%)

4% less first-time investments, than exits

New positions opened: 108 | Existing positions closed: 112

6% less repeat investments, than reductions

Existing positions increased: 337 | Existing positions reduced: 360

1% less funds holding

Funds holding: 998 → 986 (-12)

16% less call options, than puts

Call options by funds: $1.28B | Put options by funds: $1.53B

Holders
986
Holders Change
-12
Holders Change %
-1.2%
% of All Funds
14.16%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.36%
New
108
Increased
337
Reduced
360
Closed
112
Calls
$1.28B
Puts
$1.53B
Net Calls
-$253M
Net Calls Change
-$283M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$474M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$138M
3
SCA
Southpoint Capital Advisors
New York
+$110M
4
Ameriprise
Ameriprise
Minnesota
+$110M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$99.4M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$159M
2
Amundi
Amundi
France
-$140M
3
Millennium Management
Millennium Management
New York
-$135M
4
AIM
ARK Investment Management
Florida
-$108M
5
Morgan Stanley
Morgan Stanley
New York
-$102M
Name Holding Trade Value Shares
Change 		Change in
Stake
FDCP
901
Foster Dykema Cabot & Partners
Massachusetts
$4.43K – – –
RFG
902
REAP Financial Group
Texas
$4.36K – – –
AT
903
Arlington Trust
Alabama
$4.03K +$3.88K +60 New
PK
904
Pflug Koory
Nebraska
$3.83K +$3.68K +57 New
RA
905
Rise Advisors
New York
$3.69K -$1.55K -24 -30%
AEPWM
906
Atlantic Edge Private Wealth Management
Florida
$3.36K – – –
BC
907
Barrett & Company
Rhode Island
$3.36K – – –
BL
908
BFSG LLC
California
$3.36K – – –
GPFA
909
Game Plan Financial Advisors
Ohio
$3.36K – – –
CFO
910
CVA Family Office
Colorado
$3.36K +$1.55K +24 +92%
FAM
911
Flaharty Asset Management
Florida
$3.36K +$3.23K +50 New
HWA
912
Heritage Wealth Advisors
Virginia
$3.29K – – –
GEA
913
Glen Eagle Advisors
New Jersey
$3.29K +$258 +4 +9%
HI
914
Hoey Investments
Pennsylvania
$3.23K – – –
JFA
915
JNBA Financial Advisors
Minnesota
$3.16K – – –
HBW
916
Hazlett, Burt & Watson
West Virginia
$3K – – –
BGAI
917
Bruce G. Allen Investments
Colorado
$2.89K – – –
CMBA
918
C.M. Bidwell & Associates
Hawaii
$2.75K – – –
TFA
919
Toth Financial Advisory
Virginia
$2.69K -$3.23K -50 -56%
CWM
920
Cedar Wealth Management
California
$2.69K – – –
GBT
921
Grove Bank & Trust
Florida
$2.55K – – –
FCM
922
Fourpath Capital Management
Oklahoma
$2.48K +$2.39K +37 New
CWA
923
Carolina Wealth Advisors
South Carolina
$2.42K +$2.33K +36 New
BAM
924
Bellevue Asset Management
Washington
$2.42K – – –
DPW
925
DiNuzzo Private Wealth
Pennsylvania
$2.28K +$517 +8 +31%
35 36
37
38 39

XYZ Hedge Fund Activity: Q3 2024 in Review

986 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q3 2024, worth a combined $25.8B — up 3.5% from $24.9B a quarter earlier.

Sellers outnumbered buyers: 112 funds closed out of XYZ and 108 opened new positions — a net loss of 4 holders — while 360 trimmed existing stakes and 337 added.

The largest buyer was Vanguard Group, adding an estimated $474M. The largest seller was Jane Street, cutting an estimated $159M.

  • 986 institutional investors held Block Inc (XYZ) as of Q3 2024, down from 998 in Q2 2024.
  • Funds reported $25.8B of Block Inc stock for Q3 2024, up 3.5% quarter-over-quarter.
  • 108 funds opened new Block Inc positions in Q3 2024 and 112 closed out, a net change of -4 holders.
  • The largest Block Inc buyer in Q3 2024 was Vanguard Group, an estimated $474M added.
  • The largest Block Inc seller in Q3 2024 was Jane Street, an estimated $159M sold.

Based on aggregated 13F filings for Q3 2024.