XYZ

Block, Inc.
XYZ

Overview Fund Activity

987 hedge funds and large institutions have $24.9B invested in Block, Inc. in 2024 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 345 increasing their positions, 351 reducing their positions, and 172 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
987
Holders Change
-72
Holders Change %
-6.8%
% of All Funds
14.36%
Holding in Top 10
24
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-31.43%
% of All Funds
0.35%
New
116
Increased
345
Reduced
351
Closed
172
Calls
$1.51B
Puts
$1.49B
Net Calls
+$26.9M
Net Calls Change
+$54.4M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$2.94B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$941M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$650M
4
Millennium Management
Millennium Management
New York
$208M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$146M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$253M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.35B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$341M
4
Coatue Management
Coatue Management
New York
$0
5
TA
Trivest Advisors
Hong Kong
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VAM
1051
Vienna Asset Management
California
– -$344K -4,135 Closed
WI
1052
WBI Investments
New Jersey
– -$349K -4,121 Closed
SB
1053
Strategic Blueprint
Georgia
– -$348K -4,110 Closed
PCG
1054
Prosperity Consulting Group
Maryland
– -$339K -4,003 Closed
SGCA
1055
Steel Grove Capital Advisors
Tennessee
– -$311K -3,673 Closed
AC
1056
ASB Consultores
Florida
– -$308K -3,645 Closed
CH
1057
Canton Hathaway
Rhode Island
– -$308K -3,640 Closed
BCM
1058
BluePointe Capital Management
California
– -$304K -3,591 Closed
AAS
1059
Ameritas Advisory Services
Nebraska
– -$281K -3,531 Closed
AC
1060
Aristeia Capital
Connecticut
– -$292K -3,456 Closed
SBIA
1061
Sheaff Brock Investment Advisors
Indiana
– -$288K -3,407 Closed
KWA
1062
Kingswood Wealth Advisors
California
– -$287K -3,396 Closed
CCM
1063
Chiron Capital Management
Florida
– -$272K -3,215 Closed
TSW
1064
Thompson Siegel & Walmsley
Virginia
– -$271K -3,200 Closed
WWP
1065
Waypoint Wealth Partners
California
– -$266K -3,140 Closed
PA
1066
Pinnacle Associates
New York
– -$265K -3,134 Closed
FPAS
1067
Focus Partners Advisor Solutions
Missouri
– -$264K -3,121 Closed
PIA
1068
Powell Investment Advisors
Florida
– -$262K -3,097 Closed
HWM
1069
Howard Wealth Management
Connecticut
– -$259K -3,058 Closed
CWM
1070
Cornerstone Wealth Management
Missouri
– -$258K -3,053 Closed
MFGM
1071
Marshall Financial Group (Maryland)
Maryland
– -$256K -3,030 Closed
JWWM
1072
Johnson & White Wealth Management
Pennsylvania
– -$256K -3,022 Closed
CFP
1073
Cascade Financial Partners
California
– -$231K -3,005 Closed
FCI
1074
Financial Counselors Inc
Kansas
– -$253K -2,990 Closed
FSA
1075
Financial Sense Advisors
California
– -$252K -2,978 Closed
41 42
43
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