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XYZ

Block Inc

1,248 hedge funds and large institutions have $50B invested in Block Inc in 2022 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 606 increasing their positions, 355 reducing their positions, and 256 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 606 | Existing positions reduced: 355

3% less capital invested

Capital invested by funds: $51.5B → $50B (-$1.54B)

4% less funds holding in top 10

Funds holding in top 10: 4644 (-2)

9% less funds holding

Funds holding: 1,3641,248 (-116)

8.58% less ownership

Funds ownership: 79.85%71.27% (-8.6%)

33% less call options, than puts

Call options by funds: $5.52B | Put options by funds: $8.24B

39% less first-time investments, than exits

New positions opened: 156 | Existing positions closed: 256

Holders
1,248
Holders Change
-116
Holders Change %
-8.5%
% of All Funds
19.68%
Holding in Top 10
44
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.35%
% of All Funds
0.69%
New
156
Increased
606
Reduced
355
Closed
256
Calls
$5.52B
Puts
$8.24B
Net Calls
-$2.72B
Net Calls Change
+$1.25B
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1151
Bartlett & Co
Ohio
$14K +$12.1K +100 New
IWP
1152
IAG Wealth Partners
Wisconsin
$14K +$12.1K +100 New
IFS
1153
Intelligent Financial Strategies
Minnesota
$14K +$12.7K +105 New
BCWM
1154
Bartlett & Co Wealth Management
Ohio
$13.6K +$12.1K +100 New
CWC
1155
Carolinas Wealth Consulting
North Carolina
$13K -$33.3K -275 -74%
HRC
1156
Hoertkorn Richard Charles
$13K
T2I
1157
Turim 21 Investimentos
Brazil
$13K +$11.5K +95 New
TAM
1158
Tucker Asset Management
Colorado
$12.6K +$11.3K +93 New
AIC
1159
Archer Investment Corporation
Indiana
$11.9K
WAS
1160
Winch Advisory Services
Wisconsin
$11K -$8.47K -70 -47%
LWP
1161
Lumature Wealth Partners
Georgia
$11K
MA
1162
MCF Advisors
Kentucky
$11K +$10K +83 New
HFS
1163
HBC Financial Services
Washington
$10K -$1.82K -15 -6%
TCWA
1164
Ten Capital Wealth Advisors
Washington
$10K +$4.84K +40 +125%
CT
1165
Caldwell Trust
Florida
$9.36K
BBPWM
1166
Blue Bell Private Wealth Management
Pennsylvania
$9K -$5.45K -45 -41%
ICM
1167
Islay Capital Management
Texas
$9K
LCM
1168
Logan Capital Management
Pennsylvania
$9K
SCA
1169
Stonebridge Capital Advisors
Minnesota
$9K
DI
1170
Disciplined Investments
Oklahoma
$9K +$3.39K +28 +74%
CFFP
1171
Center for Financial Planning
Michigan
$9K +$3.63K +30 +75%
HCP
1172
Hexagon Capital Partners
Arkansas
$9K +$4.84K +40 +133%
COCM
1173
Charter Oak Capital Management
New Hampshire
$9K +$7.38K +61 +1,525%
RCM
1174
Ravenstone Capital Management
$8.81K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1175
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8K -$952K -7,863 -99%

XYZ Hedge Fund Activity: Q1 2022 in Review

1,248 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q1 2022, worth a combined $50B — down 3% from $51.5B a quarter earlier.

Sellers outnumbered buyers: 256 funds closed out of XYZ and 156 opened new positions — a net loss of 100 holders — while 355 trimmed existing stakes and 606 added.

The largest buyer was Vanguard Group, adding an estimated $836M. The largest seller was Jennison Associates, cutting an estimated $1.21B.

  • 1,248 institutional investors held Block Inc (XYZ) as of Q1 2022, down from 1,364 in Q4 2021.
  • Funds reported $50B of Block Inc stock for Q1 2022, down 3% quarter-over-quarter.
  • 156 funds opened new Block Inc positions in Q1 2022 and 256 closed out, a net change of -100 holders.
  • The largest Block Inc buyer in Q1 2022 was Vanguard Group, an estimated $836M added.
  • The largest Block Inc seller in Q1 2022 was Jennison Associates, an estimated $1.21B sold.

Based on aggregated 13F filings for Q1 2022.