XYZ

Block, Inc.

963 hedge funds and large institutions have $20B invested in Block, Inc. in 2022 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 330 increasing their positions, 380 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
963
Holders Change
-57
Holders Change %
-5.59%
% of All Funds
16.65%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.42%
New
88
Increased
330
Reduced
380
Closed
132
Calls
$1.94B
Puts
$2.25B
Net Calls
-$316M
Net Calls Change
+$112M
Name Holding Trade Value Shares
Change
Shares
Change %
SFFS
1051
Stonehage Fleming Financial Services
Jersey
-$13K -215 Closed
MMG
1052
Monetary Management Group
Missouri
-$12K -200 Closed
RIM
1053
Rockbridge Investment Management
New York
-$9.77K -159 Closed
CCM
1054
Chilton Capital Management
Texas
-$9K -150 Closed
FMII
1055
Farmers & Merchants Investments Inc
Nebraska
-$9K -150 Closed
AIP
1056
Ahrens Investment Partners
Louisiana
-$8K -124 Closed
SIAP
1057
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$6K -90 Closed
TAIM
1058
TD Ameritrade Investment Management
Nebraska
-$5K -76 Closed
SFG
1059
Steward Financial Group
Texas
-$3K -65 Closed
COCM
1060
Charter Oak Capital Management
New Hampshire
-$4K -65 Closed
AWM
1061
Activest Wealth Management
Florida
-$3K -42 Closed
PMFA
1062
Plante Moran Financial Advisors
Michigan
-$2K -37 Closed
LCM
1063
Logan Capital Management
Pennsylvania
-$2K -34 Closed
RG
1064
Retirement Group
California
-$2K -32 Closed
HFS
1065
Heritage Financial Services
Massachusetts
-$1K -30 Closed
BCWM
1066
Bartlett & Co Wealth Management
Ohio
-$1.66K -27 Closed
BC
1067
Bartlett & Co
Ohio
-$2K -27 Closed
KIG
1068
Kessler Investment Group
Indiana
-$1K -19 Closed
TWP
1069
TFO Wealth Partners
Ohio
-$1K -16 Closed
CWM
1070
Curi Wealth Management
North Carolina
-$1K -11 Closed
WAM
1071
Worth Asset Management
Texas
-$1K -10 Closed
FEG
1072
Financial Enhancement Group
Indiana
-$1K -10 Closed