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 %
DY
926
Dowling & Yahnke
California
$474K +$24.5K +102 +5%
PWMG
927
Pinnacle Wealth Management Group
Michigan
$472K
AI
928
Aperture Investors
New York
$471K +$471K +1,964 New
DTL
929
Dynamic Technology Lab
Singapore
$467K -$958K -3,998 -67%
WP
930
WealthPLAN Partners
Nebraska
$465K -$5.68K -30 -1%
GIM
931
Grassi Investment Management
California
$463K +$240K +1,000 +107%
SFP
932
Sandbox Financial Partners
Maryland
$460K -$1.44K -6 -0.3%
PCG
933
Private Capital Group
Connecticut
$459K -$3.12K -13 -0.7%
LWA
934
Lineweaver Wealth Advisors
Ohio
$456K +$53.9K +225 +13%
GT
935
Greenleaf Trust
Michigan
$454K +$6.24K +26 +1%
KAS
936
Kemnay Advisory Services
New York
$453K +$453K +1,887 New
SRSA
937
S.R. Schill & Associates
Washington
$443K +$443K +1,846 New
BCM
938
BTC Capital Management
Iowa
$440K -$4.78K -20 -1%
SMF
939
Sterling Manor Financial
New York
$440K +$719 +3 +0.2%
MAFM
940
Mid Atlantic Financial Management
Pennsylvania
$437K +$174K +725 +66%
OC
941
Oarsman Capital
Wisconsin
$436K +$5.03K +21 +1%
PAM
942
Paradigm Asset Management
New York
$432K -$48K -200 -10%
B
943
Barings
North Carolina
$430K -$317K -1,319 -42%
BZWA
944
Blue Zone Wealth Advisors
California
$429K +$48.5K +202 +13%
AIM
945
Acropolis Investment Management
Missouri
$427K -$18K -75 -4%
FP
946
Financial Perspectives
Minnesota
$427K
PGIM
947
Pacific Global Investment Management
California
$426K -$4.79K -20 -1%
LFG
948
Larson Financial Group
Missouri
$423K +$335K +1,398 +382%
CCG
949
Chatham Capital Group
Georgia
$420K
HI
950
Hudock Inc
Pennsylvania
$419K -$9.58K -40 -2%