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 %
AFWM
951
Abich Financial Wealth Management
Virginia
$1.29K -$6.26K -97 -83%
APC
952
Aspire Private Capital
North Carolina
$1.1K – – –
GKIM
953
GW&K Investment Management
Massachusetts
$1K – – –
PWMG
954
Prestige Wealth Management Group
New Jersey
$968 -$9.68K -150 -91%
TF
955
Tompkins Financial
New York
$967 – – –
CNBTD
956
Citizens National Bank Trust Department
Mississippi
$967 – – –
VF
957
VitalStone Financial
Texas
$903 -$387 -6 -30%
GIA
958
GHP Investment Advisors
Colorado
$903 – – –
SC
959
Swan Capital
Florida
$774 +$774 +12 New
RCM
960
Raleigh Capital Management
North Carolina
$715 +$715 +11 New
RAM
961
Riggs Asset Management
Pennsylvania
$710 -$4.78K -74 -87%
TFM
962
TFC Financial Management
Massachusetts
$710 – – –
KB
963
Kimelman & Baird
New York
$710 +$710 +11 New
BCH
964
Berkshire Capital Holdings
California
$645 -$9.45M -146,480 -100%
PWMG
965
Private Wealth Management Group
New Jersey
$645 – – –
IRC
966
Investors Research Corp
Georgia
$645 – – –
MFG
967
Mendota Financial Group
Wisconsin
$645 – – –
PS
968
PayPay Securities
Japan
$645 +$194 +3 +43%
BWL
969
Bogart Wealth LLC
Virginia
$516 -$10.1K -156 -95%
WAG
970
Wiser Advisor Group
Arizona
$516 – – –
TIM
971
Thompson Investment Management
Wisconsin
$516 – – –
SA
972
SRH Advisors
Kansas
$516 – – –
MFT
973
Moisand Fitzgerald Tamayo
Florida
$516 – – –
FCA
974
FinTrust Capital Advisors
South Carolina
$452 +$452 +7 New
PCFFS
975
Pacific Center for Financial Services
California
$323 – – –
37 38
39
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