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 %
GG
1176
Gleason Group
Kentucky
$54K -$3.22K -20 -6%
MW
1177
Milestone Wealth
New York
$54K +$54K +335 New
BFC
1178
Bedel Financial Consulting
Indiana
$52K -$4.01K -25 -7%
AWA
1179
Amplius Wealth Advisors
Pennsylvania
$52K +$52K +323 New
SWA
1180
Sutton Wealth Advisors
Florida
$51.2K +$1.62K +10 +3%
SIC
1181
SJS Investment Consulting
Ohio
$51K +$51K +318 New
NSIM
1182
North Star Investment Management
Illinois
$49K
RA
1183
Resolute Advisors
California
$48K -$186K -1,150 -80%
WB
1184
Webster Bank
Connecticut
$47K +$4.86K +30 +12%
FF
1185
FourThought Financial
Florida
$47K +$12.6K +78 +37%
WT
1186
Whittier Trust
California
$46K -$62.6K -385 -58%
SWA
1187
SOA Wealth Advisors
New York
$45K -$55K -340 -55%
TFGT
1188
TS Financial Group (TSFG)
Illinois
$43K -$127K -780 -75%
SBL
1189
Sargent Bickham Lagudis
Colorado
$43K +$4.01K +25 +10%
VNA
1190
Valley National Advisers
Pennsylvania
$43K +$5.8K +36 +16%
BWA
1191
BDO Wealth Advisors
Florida
$42K -$60.6K -375 -59%
RMC
1192
Resources Management Corp
Connecticut
$42K
MTWM
1193
Masso Torrence Wealth Management
New Jersey
$42K +$42K +260 New
MA
1194
Montag & Associates
Georgia
$41K -$118K -737 -74%
SIS
1195
Sound Income Strategies
Florida
$41K
SC
1196
SouthState Corp
Florida
$39K +$971 +6 +3%
IAIM
1197
Industrial Alliance Investment Management
Quebec, Canada
$39K +$39K +241 New
AFG
1198
Albion Financial Group
Utah
$37K
CAL
1199
Capital Analysts LLC
Pennsylvania
$37K
Cohen & Steers
1200
Cohen & Steers
New York
$37K +$37K +228 New