XYZ

Block, Inc.
XYZ

Overview Fund Activity

1,059 hedge funds and large institutions have $32.5B invested in Block, Inc. in 2024 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 372 increasing their positions, 323 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,059
Holders Change
+38
Holders Change %
+3.72%
% of All Funds
15.35%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.51%
New
158
Increased
372
Reduced
323
Closed
105
Calls
$2.43B
Puts
$2.46B
Net Calls
-$27.5M
Net Calls Change
-$538M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$608M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$181M
3
ECU
Egerton Capital (UK)
United Kingdom
+$161M
4
Coatue Management
Coatue Management
New York
+$148M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$137M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.61B
2
BlackRock
BlackRock
New York
-$425M
3
DIG
Dragoneer Investment Group
California
-$238M
4
AIM
ARK Investment Management
Florida
-$155M
5
Sands Capital Management
Sands Capital Management
Virginia
-$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
926
Gould Capital
Washington
$12.7K -$1.48M -17,461 -99%
PP
927
PFS Partners
New Jersey
$12.7K – – –
JSAM
928
J. Safra Asset Management
New York
$12.7K +$12.7K +150 New
TAM
929
Tucker Asset Management
Colorado
$12K – – –
TCG
930
Transcendent Capital Group
Oklahoma
$11.8K – – –
CWM
931
CarsonAllaria Wealth Management
Illinois
$11.5K – – –
CTA
932
Colonial Trust Advisors
South Carolina
$11.4K – – –
SIC
933
SJS Investment Consulting
Ohio
$11.2K -$338 -4 -3%
MTIC
934
Missouri Trust & Investment Company
Missouri
$10.8K – – –
JWM
935
Janiczek Wealth Management
Colorado
$10.2K – – –
HWP
936
Highline Wealth Partners
California
$10.2K +$3.38K +40 +50%
CIAS
937
CBIZ Investment Advisory Services
Ohio
$10.2K +$10.2K +120 New
TH
938
TCTC Holdings
Texas
$10.2K +$10.2K +120 New
AW
939
Avion Wealth
Texas
$10K +$1.01K +11 +11%
AFWM
940
Abich Financial Wealth Management
Virginia
$9.9K +$7.78K +92 +368%
LG
941
LAM Group
Oregon
$9.81K – – –
LFASL
942
Lugano Financial Advisors SA (LFA)
Switzerland
$9.73K – – –
S
943
Sachetta
Massachusetts
$9.44K – – –
RA
944
Rise Advisors
New York
$9.22K – – –
PP
945
PrairieView Partners
Minnesota
$9K – – –
BCM
946
Blume Capital Management
California
$8.97K – – –
HRC
947
Hoertkorn Richard Charles
$8.63K – – –
DMBA
948
Deseret Mutual Benefit Administrators
Utah
$8.63K +$8.63K +102 New
CT
949
Colonial Trust
South Carolina
$8.59K +$168 +2 +2%
SVCP
950
Silicon Valley Capital Partners
California
$8.46K – – –
36 37
38
39 40