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 %
AWM
1076
Altus Wealth Management
Kentucky
$273K +$38.3K +160 +16%
DWM
1077
Dorchester Wealth Management
Quebec, Canada
$272K -$267K -1,115 -50%
QPWM
1078
Quadrant Private Wealth Management
Pennsylvania
$272K -$3.83K -16 -1%
FFS
1079
Founders Financial Securities
Maryland
$271K -$212K -886 -44%
MSFS
1080
Main Street Financial Solutions
Pennsylvania
$268K +$57.3K +239 +27%
RCAG
1081
Rehmann Capital Advisory Group
Michigan
$267K -$5.76K -24 -2%
PWMG
1082
Prestige Wealth Management Group
New Jersey
$266K +$266K +1,110 New
GP
1083
Girard Partners
Pennsylvania
$264K -$28.8K -120 -10%
WPC
1084
Waters Parkerson & Co
Louisiana
$264K
YMRC
1085
Yorktown Management & Research Company
Virginia
$264K
JIC
1086
Johnson Investment Counsel
Ohio
$264K +$48.2K +201 +22%
CA
1087
Continuum Advisory
Idaho
$263K +$263K +1,098 New
CFD
1088
Creative Financial Designs
Indiana
$262K -$13.4K -56 -5%
NL
1089
Navalign LLC
California
$261K -$7.19K -30 -3%
KCM
1090
Karp Capital Management
California
$261K
OWA
1091
Outlook Wealth Advisors
Texas
$261K +$11.7K +49 +5%
AF
1092
Arrow Financial
New York
$261K +$235K +979 +890%
AWM
1093
Accurate Wealth Management
Florida
$260K +$4.33K +18 +2%
AWM
1094
Atticus Wealth Management
Florida
$260K +$13.5K +56 +5%
FMN
1095
Financial Management Network
California
$260K +$22.7K +100 +10%
KFGK
1096
Keystone Financial Group (Kentucky)
Kentucky
$259K +$259K +1,078 New
HPC
1097
HM Payson & Co
Maine
$258K +$90K +375 +54%
OPW
1098
Oxler Private Wealth
New York
$257K
EWM
1099
Evercore Wealth Management
New York
$256K
WPW
1100
Waldron Private Wealth
Pennsylvania
$255K -$1.44K -6 -0.6%