XYZ

Block, Inc.

1,356 hedge funds and large institutions have $51.4B invested in Block, Inc. in 2021 Q4 according to their latest regulatory filings, with 253 funds opening new positions, 513 increasing their positions, 456 reducing their positions, and 242 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,356
Holders Change
-15
Holders Change %
-1.09%
% of All Funds
20.94%
Holding in Top 10
45
Holding in Top 10 Change
-32
Holding in Top 10 Change %
-41.56%
% of All Funds
0.69%
New
253
Increased
513
Reduced
456
Closed
242
Calls
$4.9B
Puts
$8.87B
Net Calls
-$3.97B
Net Calls Change
+$219M
Name Holding Trade Value Shares
Change
Shares
Change %
CWS
1076
Confluence Wealth Services
Pennsylvania
$219K +$219K +1,361 New
MFG
1077
Magnus Financial Group
New York
$217K -$106K -660 -33%
AF
1078
Allworth Financial
California
$217K +$13.6K +84 +7%
LRPA
1079
L. Roy Papp & Associates
Arizona
$216K +$2.91K +18 +1%
LFAS
1080
Level Four Advisory Services
Texas
$214K +$214K +1,324 New
EWM
1081
Evermay Wealth Management
Virginia
$212K +$169K +1,045 +391%
KPCM
1082
Kings Point Capital Management
New York
$210K -$3.24K -20 -2%
BWA
1083
Bordeaux Wealth Advisors
California
$210K +$18.9K +117 +10%
IGGA
1084
Iron Gate Global Advisors
Utah
$210K +$24.1K +154 +13%
DGAM
1085
Desjardins Global Asset Management
Quebec, Canada
$209K +$209K +1,299 New
MSFS
1086
Main Street Financial Solutions
Pennsylvania
$208K +$27.2K +168 +15%
JIC
1087
Johnson Investment Counsel
Ohio
$208K +$30.1K +186 +17%
JC
1088
JB Capital
Connecticut
$205K
LC
1089
Lindbrook Capital
California
$205K -$4.21K -26 -2%
STA
1090
Summit Trail Advisors
New York
$205K +$17.6K +109 +9%
BWP
1091
BSW Wealth Partners
Colorado
$204K -$13.7K -85 -6%
ANBT
1092
American National Bank & Trust
Texas
$204K
OCG
1093
Opus Capital Group
Ohio
$204K +$204K +1,263 New
FMN
1094
Financial Management Network
California
$203K +$23.3K +149 +13%
BP
1095
Ballentine Partners
Massachusetts
$202K -$37.8K -235 -16%
ANTB
1096
AMG National Trust Bank
Colorado
$202K -$1.61K -10 -0.8%
CWP
1097
Concord Wealth Partners
Virginia
$202K +$137K +846 +210%
CHJWM
1098
Carlton Hofferkamp & Jenks Wealth Management
Texas
$201K -$81.5K -705 -29%
FFM
1099
Forum Financial Management
Illinois
$201K +$201K +1,246 New
SFWA
1100
Summit Financial Wealth Advisors
Louisiana
$200K -$3.13K -20 -2%