XYZ

Block, Inc.

1,356 hedge funds and large institutions have $51.4B invested in Block, Inc. in 2021 Q4 according to their latest regulatory filings, with 253 funds opening new positions, 513 increasing their positions, 456 reducing their positions, and 242 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,356
Holders Change
-15
Holders Change %
-1.09%
% of All Funds
20.94%
Holding in Top 10
45
Holding in Top 10 Change
-32
Holding in Top 10 Change %
-41.56%
% of All Funds
0.69%
New
253
Increased
513
Reduced
456
Closed
242
Calls
$4.9B
Puts
$8.87B
Net Calls
-$3.97B
Net Calls Change
+$219M
Name Holding Trade Value Shares
Change
Shares
Change %
PWLP
926
Prio Wealth Limited Partnership
Massachusetts
$345K +$1.45K +9 +0.4%
CWM
927
Cherrydale Wealth Management
New Jersey
$345K +$345K +2,134 New
FWM
928
Focused Wealth Management
New York
$343K +$4.04K +25 +1%
OGC
929
Oak Grove Capital
New Hampshire
$341K -$8.08K -50 -2%
GA
930
GraniteShares Advisors
New York
$341K +$341K +2,113 New
WMA
931
Wealth Management Associates
New Jersey
$339K +$11.6K +72 +4%
SG
932
Stonnington Group
California
$335K -$1.03M -6,935 -75%
SFA
933
Sequoia Financial Advisors
Ohio
$335K +$335K +2,073 New
TW
934
TrinityPoint Wealth
Connecticut
$334K
CWS
935
Cypress Wealth Services
California
$332K -$27.3K -169 -8%
DY
936
Dowling & Yahnke
California
$331K +$11.3K +70 +4%
SF
937
Summit Financial
New Jersey
$329K +$50.4K +312 +18%
CGL
938
Clarius Group LLC
Washington
$329K -$484 -3 -0.1%
AT
939
American Trust
Kentucky
$329K +$329K +2,036 New
SS
940
Sunbelt Securities
Texas
$328K -$187K -1,825 -36%
VWA
941
Visionary Wealth Advisors
Illinois
$327K +$45.5K +282 +16%
MFA
942
Mayflower Financial Advisors
Massachusetts
$326K -$11.6K -72 -3%
SBH
943
Segall Bryant & Hamill
Illinois
$326K
AGA
944
Arkos Global Advisors
Texas
$325K +$1.78K +11 +0.6%
EP
945
EPIQ Partners
Minnesota
$323K -$80.8K -500 -20%
HCM
946
Highview Capital Management
Illinois
$323K +$323K +2,000 New
WCWM
947
Willow Creek Wealth Management
California
$322K -$5.66K -35 -2%
CC
948
Codex Capital
New York
$322K
TC
949
Tatro Capital
Kentucky
$321K +$321K +1,986 New
RWP
950
Revolve Wealth Partners
New Jersey
$321K +$321K +1,987 New