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 %
AWM
1151
Avior Wealth Management
Nebraska
$79K +$4.83K +30 +7%
BEI
1152
Benjamin Edwards Inc
Missouri
$78K +$36K +223 +86%
AIP
1153
Ahrens Investment Partners
Louisiana
$77K +$77K +474 New
TC
1154
TAP Consulting
Missouri
$76K +$76K +471 New
HA
1155
Homestead Advisers
Virginia
$75K +$17.9K +111 +31%
MAM
1156
Mystic Asset Management
Rhode Island
$73K +$73K +455 New
RIM
1157
Rockbridge Investment Management
New York
$72K +$51.4K +320 +250%
HR
1158
Howe & Rusling
New York
$72K +$72K +445 New
KFP
1159
KB Financial Partners
New Jersey
$72K +$72K +446 New
LJHT
1160
Laurie J. Hall Trustee
$71K
MSFP
1161
Mark Sheptoff Financial Planning
Connecticut
$70K
IRAG
1162
Investment Research & Advisory Group
Georgia
$65K
WIC
1163
Water Island Capital
New York
$65K +$65K +400 New
ST
1164
Smithfield Trust
Pennsylvania
$63K
PO
1165
Private Ocean
California
$63K
WWM
1166
Wagner Wealth Management
South Carolina
$63K +$4.83K +30 +8%
BWP
1167
Baldwin Wealth Partners
Massachusetts
$60K -$24.1K -150 -29%
CWC
1168
Carolinas Wealth Consulting
North Carolina
$60K -$643 -4 -1%
JWA
1169
JFS Wealth Advisors
Pennsylvania
$59K +$970 +6 +2%
CA
1170
Centerpoint Advisors
Massachusetts
$58K -$113K -700 -66%
TFS
1171
TrustCore Financial Services
Tennessee
$57K -$324K -2,016 -85%
ETI
1172
Enterprise Trust & Investment
California
$57K
Pacer Advisors
1173
Pacer Advisors
Pennsylvania
$57K +$17.1K +105 +43%
SWM
1174
Selective Wealth Management
Virginia
$57K +$32.6K +200 +133%
BWL
1175
Bogart Wealth LLC
Virginia
$55K -$321 -2 -0.6%