XYZ

Block, Inc.

1,356 hedge funds and large institutions have $51.4B invested in Block, Inc. in 2021 Q4 according to their latest regulatory filings, with 253 funds opening new positions, 513 increasing their positions, 456 reducing their positions, and 242 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,356
Holders Change
-15
Holders Change %
-1.09%
% of All Funds
20.94%
Holding in Top 10
45
Holding in Top 10 Change
-32
Holding in Top 10 Change %
-41.56%
% of All Funds
0.69%
New
253
Increased
513
Reduced
456
Closed
242
Calls
$4.9B
Puts
$8.87B
Net Calls
-$3.97B
Net Calls Change
+$219M
Name Holding Trade Value Shares
Change
Shares
Change %
SVWAG
976
Sound View Wealth Advisors Group
Georgia
$290K +$21.3K +132 +8%
MWA
977
Moser Wealth Advisors
Washington
$290K +$40.3K +250 +16%
IC
978
Intersect Capital
California
$289K -$128K -792 -31%
SC
979
Solstein Capital
California
$287K -$67.2K -416 -19%
IWA
980
IVC Wealth Advisors
Pennsylvania
$287K +$47.6K +295 +20%
PCG
981
Private Capital Group
Connecticut
$285K -$23.5K -146 -8%
GT
982
Greenleaf Trust
Michigan
$284K -$21.8K -135 -7%
CS
983
Comerica Securities
Michigan
$284K +$11.3K +70 +4%
LI
984
LVZ Inc
Michigan
$284K +$24.2K +150 +9%
CG
985
Colony Group
Massachusetts
$284K +$26.1K +162 +10%
PWMG
986
Prestige Wealth Management Group
New Jersey
$284K +$105K +649 +58%
CCG
987
Chatham Capital Group
Georgia
$283K
FP
988
Financial Perspectives
Minnesota
$282K -$4.85K -30 -2%
DFC
989
DB Fitzpatrick & Co
Idaho
$282K +$282K +1,745 New
EWA
990
Encompass Wealth Advisors
Oregon
$280K +$18.6K +115 +7%
PGIM
991
Pacific Global Investment Management
California
$279K -$8.07K -50 -3%
SSWM
992
Sheets Smith Wealth Management
North Carolina
$278K -$192K -1,187 -41%
CCA
993
Checchi Capital Advisers
California
$278K -$41.6K -258 -13%
VAG
994
VisionPoint Advisory Group
Texas
$278K +$278K +2,556 New
CIA
995
Capital Investment Advisors
Georgia
$273K -$5.81K -36 -2%
CCMG
996
Clark Capital Management Group
Pennsylvania
$270K -$4.2K -26 -2%
JAG
997
Journey Advisory Group
Kentucky
$270K +$270K +1,669 New
AFS
998
AFG Fiduciary Services
Massachusetts
$269K +$269K +1,663 New
SIC
999
SFE Investment Counsel
California
$268K +$8.06K +50 +3%
ZIG
1000
Zuckerman Investment Group
Illinois
$267K