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 %
MIM
926
Macroview Investment Management
Maryland
$7.35K +$7.19K +93 +4,650%
T2I
927
Turim 21 Investimentos
Brazil
$7.35K
SWA
928
SOA Wealth Advisors
New York
$7.19K
CJ
929
Caitlin John
Michigan
$7.19K +$7.19K +93 New
OLVIG
930
Oliver Lagore Vanvalin Investment Group
Michigan
$6.96K -$30.7K -397 -82%
TFA
931
Toth Financial Advisory
Virginia
$6.96K
PPC
932
Park Place Capital
Alabama
$6.81K +$1.62K +21 +31%
CWC
933
Carolinas Wealth Consulting
North Carolina
$6.73K
CFFP
934
Center for Financial Planning
Michigan
$6.58K
RAM
935
Riggs Asset Management
Pennsylvania
$6.58K +$774 +10 +13%
BHWM
936
Beaird Harris Wealth Management
Texas
$6.51K
LWCFA
937
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.5K
BIA
938
Bell Investment Advisors
California
$6.5K -$6.34K -82 -49%
GI
939
Gradient Investments
Minnesota
$6.5K +$3.87K +50 +147%
ZB
940
Zions Bancorporation
Utah
$6.27K +$4.18K +54 +200%
HWP
941
Highline Wealth Partners
California
$6.19K
NMM
942
Naples Money Management
Florida
$6.19K +$6.19K +80 New
CFO
943
CVA Family Office
Colorado
$6.11K +$6.11K +79 New
CYG
944
Clean Yield Group
Vermont
$5.42K
ICM
945
Islay Capital Management
Texas
$5.42K
AT
946
Arlington Trust
Alabama
$4.49K +$4.49K +58 New
PK
947
Pflug Koory
Nebraska
$4.41K
NC
948
NewSquare Capital
Pennsylvania
$4.1K -$79.6K -1,029 -95%
KFS
949
Kelly Financial Services
Massachusetts
$3.87K -$696 -9 -15%
BC
950
Barrett & Company
Rhode Island
$3.87K