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XYZ

Block Inc

986 hedge funds and large institutions have $25.8B invested in Block Inc in 2024 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 337 increasing their positions, 360 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more funds holding in top 10

Funds holding in top 10: 2425 (+1)

3% more capital invested

Capital invested by funds: $24.9B → $25.8B (+$869M)

0.29% less ownership

Funds ownership: 69.39%69.09% (-0.29%)

4% less first-time investments, than exits

New positions opened: 108 | Existing positions closed: 112

6% less repeat investments, than reductions

Existing positions increased: 337 | Existing positions reduced: 360

1% less funds holding

Funds holding: 998986 (-12)

16% less call options, than puts

Call options by funds: $1.28B | Put options by funds: $1.53B

Holders
986
Holders Change
-12
Holders Change %
-1.2%
% of All Funds
14.16%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.36%
New
108
Increased
337
Reduced
360
Closed
112
Calls
$1.28B
Puts
$1.53B
Net Calls
-$253M
Net Calls Change
-$283M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
951
Swan Capital
Florida
$806
KB
952
Kimelman & Baird
New York
$739
VWA
953
Valued Wealth Advisors
Utah
$739 +$711 +11 New
PWMG
954
Private Wealth Management Group
New Jersey
$672
BCH
955
Berkshire Capital Holdings
California
$671
IRC
956
Investors Research Corp
Georgia
$671
CA
957
Claris Advisors
Missouri
$671 +$646 +10 New
IBOK
958
Independence Bank of Kentucky
Kentucky
$671 +$646 +10 New
JFG
959
JDM Financial Group
Texas
$671 +$646 +10 New
PG
960
Proffitt & Goodson
Tennessee
$605 +$517 +8 +800%
TFM
961
TFC Financial Management
Massachusetts
$538 -$194 -3 -27%
MFT
962
Moisand Fitzgerald Tamayo
Florida
$538
GSEP
963
Golden State Equity Partners
California
$537 -$267K -4,133 -100%
BWL
964
Bogart Wealth LLC
Virginia
$537
TIM
965
Thompson Investment Management
Wisconsin
$537
1IA
966
1620 Investment Advisors
Massachusetts
$510 +$517 +8 New
AWM
967
Atticus Wealth Management
Florida
$470 -$2.26K -35 -83%
VAMG
968
Voisard Asset Management Group
Michigan
$403 +$388 +6 New
DFA
969
DHJJ Financial Advisors
Illinois
$336
PCFFS
970
Pacific Center for Financial Services
California
$336
SWA
971
SOA Wealth Advisors
New York
$336
CIA
972
Cape Investment Advisory
Georgia
$336 +$323 +5 New
PS
973
PayPay Securities
Japan
$269 -$388 -6 -60%
GI
974
GS Investments
Minnesota
$269
NMG
975
New Millennium Group
Utah
$269

XYZ Hedge Fund Activity: Q3 2024 in Review

986 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q3 2024, worth a combined $25.8B — up 3.5% from $24.9B a quarter earlier.

Sellers outnumbered buyers: 112 funds closed out of XYZ and 108 opened new positions — a net loss of 4 holders — while 360 trimmed existing stakes and 337 added.

The largest buyer was Vanguard Group, adding an estimated $474M. The largest seller was Jane Street, cutting an estimated $159M.

  • 986 institutional investors held Block Inc (XYZ) as of Q3 2024, down from 998 in Q2 2024.
  • Funds reported $25.8B of Block Inc stock for Q3 2024, up 3.5% quarter-over-quarter.
  • 108 funds opened new Block Inc positions in Q3 2024 and 112 closed out, a net change of -4 holders.
  • The largest Block Inc buyer in Q3 2024 was Vanguard Group, an estimated $474M added.
  • The largest Block Inc seller in Q3 2024 was Jane Street, an estimated $159M sold.

Based on aggregated 13F filings for Q3 2024.