XYZ

Block, Inc.

1,059 hedge funds and large institutions have $32.5B invested in Block, Inc. in 2024 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 372 increasing their positions, 323 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,059
Holders Change
+38
Holders Change %
+3.72%
% of All Funds
15.35%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.51%
New
158
Increased
372
Reduced
323
Closed
105
Calls
$2.43B
Puts
$2.46B
Net Calls
-$27.5M
Net Calls Change
-$538M
Name Holding Trade Value Shares
Change
Shares
Change %
OR
1126
Olympiad Research
Connecticut
-$246K -3,178 Closed
ARC
1127
Advisor Resource Council
Texas
-$245K -3,164 Closed
HW
1128
Hamilton Wealth
California
-$226K -2,923 Closed
NWM
1129
Napa Wealth Management
California
-$223K -2,883 Closed
EWM
1130
Evercore Wealth Management
New York
-$218K -2,817 Closed
IA
1131
IFG Advisory
Georgia
-$213K -2,749 Closed
MWM
1132
Merriman Wealth Management
Washington
-$203K -2,622 Closed
SCM
1133
Stevens Capital Management
Pennsylvania
-$201K -2,603 Closed
PVH
1134
Psagot Value Holdings
Israel
-$207K -2,600 Closed
MIS
1135
Morningstar Investment Services
Illinois
-$201K -2,524 Closed
MIFH
1136
Migdal Insurance & Financial Holdings
Israel
-$199K -2,500 Closed
BCWM
1137
Bartlett & Co Wealth Management
Ohio
-$154K -1,937 Closed
SAI
1138
Systematic Alpha Investments
New Jersey
-$77.4K -1,000 Closed
GWS
1139
Glassman Wealth Services
Virginia
-$63.2K -817 Closed
TWM
1140
Tradition Wealth Management
Minnesota
-$61K -789 Closed
PAS
1141
Point72 Asia (Singapore)
Singapore
-$50K -647 Closed
GWMIA
1142
Global Wealth Management Investment Advisory
Florida
-$44.3K -573 Closed
FWM
1143
Focused Wealth Management
New York
-$38.4K -497 Closed
Acadian Asset Management
1144
Acadian Asset Management
Massachusetts
-$31K -413 Closed
TCWA
1145
Turtle Creek Wealth Advisors
Texas
-$24.1K -312 Closed
BWP
1146
Baldwin Wealth Partners
Massachusetts
-$22.8K -295 Closed
SC
1147
Stephens Consulting
Michigan
-$19.3K -250 Closed
FCA
1148
FinTrust Capital Advisors
South Carolina
-$19.2K -248 Closed
IUHSA
1149
Itau Unibanco Holding S.A.
Brazil
-$18.5K -239 Closed
AWM
1150
Able Wealth Management
New Jersey
-$18.1K -234 Closed