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XYZ

Block Inc

1,027 hedge funds and large institutions have $22.7B invested in Block Inc in 2022 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 454 increasing their positions, 343 reducing their positions, and 292 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 454 | Existing positions reduced: 343

0.55% less ownership

Funds ownership: 71.27%70.71% (-0.55%)

14% less call options, than puts

Call options by funds: $2.56B | Put options by funds: $2.99B

18% less funds holding

Funds holding: 1,2481,027 (-221)

45% less funds holding in top 10

Funds holding in top 10: 4424 (-20)

55% less capital invested

Capital invested by funds: $50B → $22.7B (-$27.3B)

71% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 292

Holders
1,027
Holders Change
-221
Holders Change %
-17.71%
% of All Funds
17.3%
Holding in Top 10
24
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-45.45%
% of All Funds
0.4%
New
86
Increased
454
Reduced
343
Closed
292
Calls
$2.56B
Puts
$2.99B
Net Calls
-$428M
Net Calls Change
+$2.29B
Name Holding Trade Value Shares
Change
Change in
Stake
ProShare Advisors
1176
ProShare Advisors
Maryland
-$284K -2,099 Closed
MSFS
1177
Main Street Financial Solutions
Pennsylvania
-$284K -2,092 Closed
LWM
1178
Laidlaw Wealth Management
New York
-$283K -2,087 Closed
AFS
1179
AFG Fiduciary Services
Massachusetts
-$282K -2,080 Closed
JAG
1180
Journey Advisory Group
Kentucky
-$280K -2,068 Closed
RWP
1181
Revolve Wealth Partners
New Jersey
-$277K -2,044 Closed
RFA
1182
Resurgent Financial Advisors
Georgia
-$277K -2,043 Closed
CGL
1183
Clarius Group LLC
Washington
-$329K -2,039 Closed
SW
1184
SVB Wealth
Massachusetts
-$276K -2,039 Closed
PFWA
1185
Paces Ferry Wealth Advisors
Georgia
-$276K -2,036 Closed
OIM
1186
Oder Investment Management
California
-$275K -2,030 Closed
SBH
1187
Segall Bryant & Hamill
Illinois
-$275K -2,020 Closed
PA
1188
Profund Advisors
Maryland
-$273K -2,016 Closed
Bank of Nova Scotia
1189
Bank of Nova Scotia
Ontario, Canada
-$273K -2,012 Closed
YMRC
1190
Yorktown Management & Research Company
Virginia
-$273K -2,011 Closed
CCA
1191
Checchi Capital Advisers
California
-$272K -2,007 Closed
UMC
1192
United Maritime Capital
New York
-$271K -2,000 Closed
WMP
1193
Wealth Management Partners
Arizona
-$326K -2,000 Closed
WCWM
1194
Willow Creek Wealth Management
California
-$270K -1,992 Closed
OC
1195
Oarsman Capital
Wisconsin
-$268K -1,978 Closed
MTC
1196
McDaniel Terry & Co
Texas
-$267K -1,968 Closed
GLA
1197
Good Life Advisors
Pennsylvania
-$267K -1,967 Closed
CHJWM
1198
Carlton Hofferkamp & Jenks Wealth Management
Texas
-$241K -1,959 Closed
MFG
1199
Magnus Financial Group
New York
-$265K -1,952 Closed
NL
1200
NWAM LLC
Washington
-$263K -1,937 Closed

XYZ Hedge Fund Activity: Q2 2022 in Review

1,027 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q2 2022, worth a combined $22.7B — down 55% from $50B a quarter earlier.

Sellers outnumbered buyers: 292 funds closed out of XYZ and 86 opened new positions — a net loss of 206 holders — while 343 trimmed existing stakes and 454 added.

The largest buyer was Viking Global Investors, adding an estimated $471M. The largest seller was Capital Research Global Investors, cutting an estimated $641M.

  • 1,027 institutional investors held Block Inc (XYZ) as of Q2 2022, down from 1,248 in Q1 2022.
  • Funds reported $22.7B of Block Inc stock for Q2 2022, down 55% quarter-over-quarter.
  • 86 funds opened new Block Inc positions in Q2 2022 and 292 closed out, a net change of -206 holders.
  • The largest Block Inc buyer in Q2 2022 was Viking Global Investors, an estimated $471M added.
  • The largest Block Inc seller in Q2 2022 was Capital Research Global Investors, an estimated $641M sold.

Based on aggregated 13F filings for Q2 2022.