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 %
SQA
1076
Simon Quick Advisors
New Jersey
– -$251K -2,971 Closed
MFG
1077
Merit Financial Group
Georgia
– -$205K -2,957 Closed
KCM
1078
Kathmere Capital Management
Pennsylvania
– -$249K -2,949 Closed
DWM
1079
Dakota Wealth Management
Florida
– -$249K -2,948 Closed
SAM
1080
Simplify Asset Management
Nevada
– -$249K -2,947 Closed
ET
1081
Equitable Trust
Tennessee
– -$249K -2,946 Closed
GI
1082
GAMCO Investors
Connecticut
– -$248K -2,928 Closed
IWA
1083
IVC Wealth Advisors
Pennsylvania
– -$247K -2,921 Closed
CAM
1084
Claret Asset Management
Quebec, Canada
– -$246K -2,908 Closed
KP
1085
Keel Point
Alabama
– -$244K -2,886 Closed
CCM
1086
Canal Capital Management
Virginia
– -$242K -2,866 Closed
TVAMP
1087
Tennessee Valley Asset Management Partners
Tennessee
– -$241K -2,850 Closed
SAM
1088
Silvercrest Asset Management
New York
– -$237K -2,805 Closed
AG
1089
AlTi Global
New York
– -$237K -2,801 Closed
JWCA
1090
J.W. Cole Advisors
Florida
– -$234K -2,783 Closed
MGIA
1091
Moneta Group Investment Advisors
Missouri
– -$235K -2,780 Closed
SL
1092
Stevard LLC
Illinois
– -$234K -2,763 Closed
SWM
1093
SilverOak Wealth Management
Minnesota
– -$233K -2,750 Closed
IF
1094
Insight Folios
North Carolina
– -$232K -2,746 Closed
FFA
1095
Fortune Financial Advisors
Kansas
– -$230K -2,723 Closed
WA
1096
Wealth Alliance
New York
– -$229K -2,712 Closed
GPA
1097
Guerra Pan Advisors
New Jersey
– -$229K -2,704 Closed
ECG
1098
EPIQ Capital Group
California
– -$228K -2,701 Closed
APWM
1099
Argonautica Private Wealth Management
Massachusetts
– -$225K -2,666 Closed
CWM
1100
Calamos Wealth Management
Illinois
– -$224K -2,647 Closed
42 43
44
45 46