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 %
MAWCM
1126
Mine & Arao Wealth Creation & Management
California
– -$84.6K -1,000 Closed
MBFW
1127
Morton Brown Family Wealth
Pennsylvania
– -$84.6K -1,000 Closed
NIC
1128
Northwest Investment Counselors
Oregon
– -$77.4K -915 Closed
FFWM
1129
Future Financial Wealth Management
Ohio
– -$70.8K -837 Closed
JFGIW
1130
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$65.5K -774 Closed
IPW
1131
Impact Partnership Wealth
Georgia
– -$49.6K -586 Closed
FIM
1132
Fernwood Investment Management
Massachusetts
– -$39.8K -470 Closed
VL
1133
Vima LLC
Michigan
– -$33.8K -448 Closed
CIA
1134
Cape Investment Advisory
Georgia
– -$33.8K -400 Closed
EC
1135
Elequin Capital
New York
– -$25K -295 Closed
SAG
1136
Spotlight Asset Group
Illinois
– -$21.1K -250 Closed
First Manhattan
1137
First Manhattan
New York
– -$18.2K -215 Closed
LF
1138
LifeSteps Financial
California
– -$14.4K -170 Closed
JSAM
1139
J. Safra Asset Management
New York
– -$12.7K -150 Closed
TH
1140
TCTC Holdings
Texas
– -$10.2K -120 Closed
PAM
1141
Palisade Asset Management
Minnesota
– -$8.46K -100 Closed
FSWA
1142
Financial Synergies Wealth Advisors
Texas
– -$8.29K -98 Closed
NCTC
1143
New Covenant Trust Company
Indiana
– -$6.43K -76 Closed
OLVIG
1144
Oliver Lagore Vanvalin Investment Group
Michigan
– -$4.65K -55 Closed
NC
1145
NewSquare Capital
Pennsylvania
– -$4.48K -53 Closed
OC
1146
Oakworth Capital
Alabama
– -$4.23K -50 Closed
FMTCOCP
1147
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
– -$4K -50 Closed
ACA
1148
American Capital Advisory
Idaho
– -$3.09K -45 Closed
MAM
1149
MMA Asset Management
Pennsylvania
– -$3.21K -38 Closed
VAMG
1150
Voisard Asset Management Group
Michigan
– -$2.54K -30 Closed
43 44 45
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