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 %
DAS
1101
Diversify Advisory Services
Utah
– -$213K -2,619 Closed
IWN
1102
Independent Wealth Network
Iowa
– -$221K -2,612 Closed
CIA
1103
Caerus Investment Advisors
Texas
– -$221K -2,610 Closed
CL
1104
COWA LLC
Oklahoma
– -$220K -2,605 Closed
NIM
1105
Northeast Investment Management
Massachusetts
– -$220K -2,600 Closed
AWM
1106
Aries Wealth Management
Maine
– -$220K -2,600 Closed
MFG
1107
Magnus Financial Group
New York
– -$220K -2,597 Closed
AL
1108
Arnhold LLC
New York
– -$215K -2,545 Closed
NYLIM
1109
New York Life Investment Management
New York
– -$214K -2,529 Closed
MFG
1110
MidWestOne Financial Group
Iowa
– -$212K -2,506 Closed
PFS
1111
Prospect Financial Services
New York
– -$210K -2,488 Closed
CM
1112
Capula Management
Cayman Islands
– -$210K -2,484 Closed
SC
1113
Sierra Capital
Florida
– -$209K -2,467 Closed
SEP
1114
Southland Equity Partners
Missouri
– -$206K -2,436 Closed
SP
1115
Stablepoint Partners
Massachusetts
– -$206K -2,433 Closed
PF
1116
Phoenix Financial
Israel
– -$203K -2,413 Closed
LGF
1117
LGT Group Foundation
Liechtenstein
– -$204K -2,412 Closed
TPWA
1118
Twin Peaks Wealth Advisors
California
– -$203K -2,406 Closed
CWM
1119
Cherrydale Wealth Management
New Jersey
– -$203K -2,398 Closed
TC
1120
Truvestments Capital
Florida
– -$134K -1,587 Closed
HFM
1121
Harvest Fund Management
China
– -$127K -1,499 Closed
GC
1122
Garde Capital
Washington
– -$109K -1,297 Closed
CA
1123
CoreCap Advisors
Michigan
– -$87.3K -1,032 Closed
HFS
1124
Hantz Financial Services
Michigan
– -$85K -1,003 Closed
WTG
1125
West Tower Group
Virginia
– -$84.6K -1,000 Closed
43 44
45
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