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XYZ

Block Inc

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: 1,068998 (-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: 3524 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
IRC
976
Investors Research Corp
Georgia
$645
MFG
977
Mendota Financial Group
Wisconsin
$645
PWMG
978
Private Wealth Management Group
New Jersey
$645
PS
979
PayPay Securities
Japan
$645 +$210 +3 +43%
BWL
980
Bogart Wealth LLC
Virginia
$516 -$10.9K -156 -95%
MFT
981
Moisand Fitzgerald Tamayo
Florida
$516
SA
982
SRH Advisors
Kansas
$516
TIM
983
Thompson Investment Management
Wisconsin
$516
WAG
984
Wiser Advisor Group
Arizona
$516
FCA
985
FinTrust Capital Advisors
South Carolina
$452 +$490 +7 New
DFA
986
DHJJ Financial Advisors
Illinois
$323
PCFFS
987
Pacific Center for Financial Services
California
$323
SWA
988
SOA Wealth Advisors
New York
$322 -$6.16K -88 -95%
GI
989
GS Investments
Minnesota
$258
BWP
990
Baldwin Wealth Partners
Massachusetts
$258 +$280 +4 New
NMG
991
New Millennium Group
Utah
$258 +$280 +4 New
PG
992
Proffitt & Goodson
Tennessee
$65 +$70 +1 New
AWM
993
AllSquare Wealth Management
New York
$64
CAC
994
Core Alternative Capital
Georgia
$64
GCS
995
Gordian Capital (Singapore)
Singapore
$64
LFA
996
Legend Financial Advisors
Pennsylvania
$64 +$70 +1 New
DWM
997
Dogwood Wealth Management
Kansas
$4
Coatue Management
998
Coatue Management
New York
-$194M -2,290,763 Closed
TA
999
Trivest Advisors
Hong Kong
-$167M -1,970,000 Closed
ECU
1000
Egerton Capital (UK)
United Kingdom
-$161M -1,900,407 Closed

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.