XYZ

Block, Inc.
XYZ

Overview Fund Activity

987 hedge funds and large institutions have $24.9B invested in Block, Inc. in 2024 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 345 increasing their positions, 351 reducing their positions, and 172 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
987
Holders Change
-72
Holders Change %
-6.8%
% of All Funds
14.35%
Holding in Top 10
24
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-31.43%
% of All Funds
0.35%
New
116
Increased
345
Reduced
351
Closed
172
Calls
$1.51B
Puts
$1.49B
Net Calls
+$26.9M
Net Calls Change
+$54.4M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$582M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$409M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$204M
4
Millennium Management
Millennium Management
New York
+$167M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$133M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$592M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$546M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$211M
4
Coatue Management
Coatue Management
New York
-$194M
5
TA
Trivest Advisors
Hong Kong
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMBA
926
C.M. Bidwell & Associates
Hawaii
$2.64K – – –
CWM
927
Cedar Wealth Management
California
$2.58K – – –
RWMG
928
Redwood Wealth Management Group
New Jersey
$2.58K +$2.58K +40 New
GBT
929
Grove Bank & Trust
Florida
$2.45K – – –
MA
930
Montag & Associates
Georgia
$2.39K – – –
RFG
931
RFP Financial Group
Georgia
$2.32K +$65 +1 +3%
BAM
932
Bellevue Asset Management
Washington
$2.32K – – –
BC
933
Belmont Capital
California
$2.19K – – –
HFM
934
Hartford Financial Management
Connecticut
$2K -$774 -12 -28%
GJIA
935
Glass Jacobson Investment Advisors
Maryland
$1.94K – – –
WWM
936
Wolff Wiese Magana
California
$1.94K – – –
WPA
937
West Paces Advisors
Georgia
$1.94K +$1.94K +30 New
LB
938
Legacy Bridge
Iowa
$1.94K +$1.94K +30 New
TC
939
Tacita Capital
Ontario, Canada
$1.81K – – –
CFO
940
CVA Family Office
Colorado
$1.68K -$3.1K -48 -65%
CHA
941
Carmichael Hill & Associates
Maryland
$1.68K – – –
CWP
942
Concord Wealth Partners
Virginia
$1.68K – – –
DPW
943
DiNuzzo Private Wealth
Pennsylvania
$1.68K +$323 +5 +24%
AWM
944
Abound Wealth Management
Tennessee
$1.63K – – –
AAG
945
Armstrong Advisory Group
Massachusetts
$1.61K – – –
CFS
946
CGC Financial Services
Oregon
$1.61K – – –
GWP
947
Gen-Wealth Partners
Michigan
$1.55K – – –
OW
948
Olistico Wealth
Oklahoma
$1.55K +$1.55K +24 New
RF
949
Robbins Farley
New Hampshire
$1.42K +$1.1K +17 +340%
TWP
950
Triad Wealth Partners
Kansas
$1.42K +$1.42K +22 New
36 37
38
39 40