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XYZ

Block Inc
XYZ

998 hedge funds and large institutions have $24.9B invested in Block Inc in 2024 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 346 increasing their positions, 359 reducing their positions, and 172 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more call options, than puts

Call options by funds: $1.52B | Put options by funds: $1.49B

0.04% less ownership

Funds ownership: 69.42% → 69.39% (-0.04%)

4% less repeat investments, than reductions

Existing positions increased: 346 | Existing positions reduced: 359

7% less funds holding

Funds holding: 1,068 → 998 (-70)

23% less capital invested

Capital invested by funds: $32.5B → $24.9B (-$7.64B)

31% less funds holding in top 10

Funds holding in top 10: 35 → 24 (-11)

32% less first-time investments, than exits

New positions opened: 117 | Existing positions closed: 172

Holders
998
Holders Change
-70
Holders Change %
-6.55%
% of All Funds
14.41%
Holding in Top 10
24
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-31.43%
% of All Funds
0.35%
New
117
Increased
346
Reduced
359
Closed
172
Calls
$1.52B
Puts
$1.49B
Net Calls
+$29.8M
Net Calls Change
+$53.5M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$632M
2
JP Morgan Chase
JP Morgan Chase
New York
+$444M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$221M
4
Millennium Management
Millennium Management
New York
+$181M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$144M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$642M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$592M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$229M
4
Coatue Management
Coatue Management
New York
-$194M
5
TA
Trivest Advisors
Hong Kong
-$167M
Name Holding Trade Value Shares
Change 		Change in
Stake
GPFA
926
Game Plan Financial Advisors
Ohio
$3.22K +$3.5K +50 New
HWA
927
Heritage Wealth Advisors
Virginia
$3.16K – – –
JFA
928
JNBA Financial Advisors
Minnesota
$3.03K – – –
HBW
929
Hazlett, Burt & Watson
West Virginia
$3K -$7.7K -110 -69%
MCM
930
MV Capital Management
Maryland
$2.97K -$2.03K -29 -39%
WIA
931
Wetzel Investment Advisors
Indiana
$2.96K – – –
WWP
932
WR Wealth Planners
Missouri
$2.9K -$1.33K -19 -30%
GEA
933
Glen Eagle Advisors
New Jersey
$2.9K +$1.05K +15 +50%
BGAI
934
Bruce G. Allen Investments
Colorado
$2.77K – – –
AWM
935
Atticus Wealth Management
Florida
$2.71K – – –
CMBA
936
C.M. Bidwell & Associates
Hawaii
$2.64K – – –
CWM
937
Cedar Wealth Management
California
$2.58K – – –
RWMG
938
Redwood Wealth Management Group
New Jersey
$2.58K +$2.8K +40 New
GBT
939
Grove Bank & Trust
Florida
$2.45K – – –
MA
940
Montag & Associates
Georgia
$2.39K – – –
RFG
941
RFP Financial Group
Georgia
$2.32K +$70 +1 +3%
BAM
942
Bellevue Asset Management
Washington
$2.32K – – –
BC
943
Belmont Capital
California
$2.19K – – –
HFM
944
Hartford Financial Management
Connecticut
$2K -$839 -12 -28%
GJIA
945
Glass Jacobson Investment Advisors
Maryland
$1.94K – – –
WWM
946
Wolff Wiese Magana
California
$1.94K – – –
LB
947
Legacy Bridge
Iowa
$1.94K +$2.1K +30 New
WPA
948
West Paces Advisors
Georgia
$1.94K +$2.1K +30 New
TC
949
Tacita Capital
Ontario, Canada
$1.81K – – –
CFO
950
CVA Family Office
Colorado
$1.68K -$3.36K -48 -65%
36 37
38
39 40

XYZ Hedge Fund Activity: Q2 2024 in Review

998 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q2 2024, worth a combined $24.9B — down 23% from $32.5B a quarter earlier.

Sellers outnumbered buyers: 172 funds closed out of XYZ and 117 opened new positions — a net loss of 55 holders — while 359 trimmed existing stakes and 346 added.

The largest buyer was Vanguard Group, adding an estimated $632M. The largest seller was Capital World Investors, cutting an estimated $642M.

  • 998 institutional investors held Block Inc (XYZ) as of Q2 2024, down from 1,068 in Q1 2024.
  • Funds reported $24.9B of Block Inc stock for Q2 2024, down 23% quarter-over-quarter.
  • 117 funds opened new Block Inc positions in Q2 2024 and 172 closed out, a net change of -55 holders.
  • The largest Block Inc buyer in Q2 2024 was Vanguard Group, an estimated $632M added.
  • The largest Block Inc seller in Q2 2024 was Capital World Investors, an estimated $642M sold.

Based on aggregated 13F filings for Q2 2024.