XYZ

Block, Inc.
XYZ

Overview Fund Activity

975 hedge funds and large institutions have $25.3B invested in Block, Inc. in 2024 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 334 increasing their positions, 352 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
975
Holders Change
-11
Holders Change %
-1.12%
% of All Funds
14.11%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.36%
New
109
Increased
334
Reduced
352
Closed
111
Calls
$1.28B
Puts
$1.53B
Net Calls
-$256M
Net Calls Change
-$283M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.55B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.55B
3
SCA
3
Southpoint Capital Advisors
New York
$114M
4
Ameriprise
4
Ameriprise
Minnesota
$443M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$117M

Top Sellers

1
Jane Street
1
Jane Street
New York
$34.3M
2
Amundi
2
Amundi
France
$140M
3
Millennium Management
3
Millennium Management
New York
$76.2M
4
AIM
4
ARK Investment Management
Florida
$445M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.1B
Name Holding Trade Value Shares
Change 		Shares
Change %
MIFH
1051
Migdal Insurance & Financial Holdings
Israel
– -$44K -700 Closed
MB
1052
Mizuho Bank
Japan
– -$41.9K -650 Closed
PCWA
1053
Pacific Capital Wealth Advisors
California
– -$18.9K -293 Closed
RFA
1054
Register Financial Advisors
Georgia
– -$18.4K -285 Closed
OWA
1055
Opal Wealth Advisors
New York
– -$18.3K -284 Closed
AGWCA
1056
Annis Gardner Whiting Capital Advisors
Florida
– -$14.6K -227 Closed
GLR
1057
Great Lakes Retirement
Ohio
– -$13K -202 Closed
LTI
1058
Laffer Tengler Investments
Tennessee
– -$12.9K -200 Closed
LWA
1059
Lowe Wealth Advisors
Maryland
– -$12.9K -200 Closed
TFF
1060
The Family Firm
Maryland
– -$11K -171 Closed
FCG
1061
Financial Connections Group
California
– -$9K -140 Closed
MIM
1062
Macroview Investment Management
Maryland
– -$8.13K -126 Closed
LFASL
1063
Lugano Financial Advisors SA (LFA)
Switzerland
– -$7.42K -115 Closed
BHWM
1064
Beaird Harris Wealth Management
Texas
– -$5.43K -84 Closed
ZB
1065
Zions Bancorporation
Utah
– -$3.93K -61 Closed
GI
1066
Gradient Investments
Minnesota
– -$3.87K -60 Closed
SHIM
1067
Stone House Investment Management
Pennsylvania
– -$3.78K -59 Closed
KFS
1068
Kelly Financial Services
Massachusetts
– -$3.23K -50 Closed
CJ
1069
Caitlin John
Michigan
– -$3.23K -50 Closed
LIA
1070
Lynx Investment Advisory
District of Columbia
– -$3.23K -50 Closed
RWMG
1071
Redwood Wealth Management Group
New Jersey
– -$2.58K -40 Closed
RFG
1072
RFP Financial Group
Georgia
– -$2.32K -36 Closed
WIA
1073
Wetzel Investment Advisors
Indiana
– -$2.96K -35 Closed
BC
1074
Belmont Capital
California
– -$2.19K -34 Closed
OW
1075
Olistico Wealth
Oklahoma
– -$1.55K -24 Closed
40 41 42
43
44