XYZ

Block, Inc.

1,371 hedge funds and large institutions have $74.5B invested in Block, Inc. in 2021 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 609 increasing their positions, 409 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,371
Holders Change
+28
Holders Change %
+2.08%
% of All Funds
24.08%
Holding in Top 10
77
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.35%
New
139
Increased
609
Reduced
409
Closed
97
Calls
$6.65B
Puts
$10.8B
Net Calls
-$4.18B
Net Calls Change
-$361M
Name Holding Trade Value Shares
Change
Shares
Change %
AF
1051
Allworth Financial
California
$302K +$161K +672 +114%
JHCP
1052
Jackson Hole Capital Partners
Oklahoma
$302K +$302K +1,260 New
RPGK
1053
Retirement Planning Group (Kansas)
Kansas
$302K +$302K +1,261 New
CCFM
1054
Clear Creek Financial Management
Washington
$295K -$13.2K -55 -4%
FHA
1055
First Horizon Advisors
Tennessee
$294K -$50K -209 -15%
JCM
1056
Jacobi Capital Management
Pennsylvania
$291K -$1.92K -8 -0.7%
SAM
1057
Simplify Asset Management
Nevada
$289K -$99.8K -417 -26%
OCPWS
1058
One Charles Private Wealth Services
Massachusetts
$289K
GLA
1059
Good Life Advisors
Pennsylvania
$288K -$15.4K -64 -5%
BTW
1060
Boston Trust Walden
Massachusetts
$288K
BU
1061
BBVA USA
Alabama
$287K -$222K -927 -44%
ODG
1062
O'Dell Group
Ohio
$286K
IGGA
1063
Iron Gate Global Advisors
Utah
$286K +$88.2K +367 +45%
BWA
1064
Bordeaux Wealth Advisors
California
$283K -$45.1K -188 -14%
NIM
1065
NuWave Investment Management
New Jersey
$282K +$275K +1,148 +3,959%
HIP
1066
HUB Investment Partners
Texas
$278K +$3.36K +14 +1%
STA
1067
Summit Trail Advisors
New York
$278K +$45.1K +188 +19%
PFA
1068
Professional Financial Advisors
Nebraska
$278K +$278K +1,160 New
SAM
1069
Synergy Asset Management
Washington
$277K -$121K -507 -30%
PCP
1070
Proficio Capital Partners
Massachusetts
$277K +$28.8K +120 +12%
ABTD
1071
Arvest Bank Trust Division
Oklahoma
$276K
SC
1072
Sierra Capital
Florida
$276K
WDC
1073
Woodward Diversified Capital
California
$276K +$11K +46 +4%
PL
1074
Plancorp LLC
Missouri
$276K +$12K +50 +5%
HWA
1075
HHM Wealth Advisors
Tennessee
$274K +$3.12K +13 +1%