XYZ

Block, Inc.

1,371 hedge funds and large institutions have $74.5B invested in Block, Inc. in 2021 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 609 increasing their positions, 409 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,371
Holders Change
+28
Holders Change %
+2.08%
% of All Funds
24.08%
Holding in Top 10
77
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.35%
New
139
Increased
609
Reduced
409
Closed
97
Calls
$6.65B
Puts
$10.8B
Net Calls
-$4.18B
Net Calls Change
-$361M
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
1201
Cozad Asset Management
Illinois
$115K +$115K +480 New
PCIG
1202
Partners Capital Investment Group
Massachusetts
$113K -$2.32M -9,675 -95%
AWM
1203
Avior Wealth Management
Nebraska
$110K
SFPG
1204
Stonebridge Financial Planning Group
Florida
$109K +$6.34K +25 +6%
LJHT
1205
Laurie J. Hall Trustee
$106K
JIR
1206
James Investment Research
Ohio
$106K +$106K +443 New
MSFP
1207
Mark Sheptoff Financial Planning
Connecticut
$104K
WLPWM
1208
Walled Lake Planning & Wealth Management
Illinois
$102K
WQ
1209
Wealth Quarterback
New Jersey
$99K
PFBT
1210
Parkside Financial Bank & Trust
Missouri
$99K +$11.6K +48 +13%
CWP
1211
Concord Wealth Partners
Virginia
$97K -$198K -822 -67%
IRAG
1212
Investment Research & Advisory Group
Georgia
$96K
PCH
1213
Polar Capital Holdings
United Kingdom
$95.3K +$9.65K +40,222 +11%
PO
1214
Private Ocean
California
$94K +$2.41K +10 +3%
WWM
1215
Wagner Wealth Management
South Carolina
$92K +$40K +157 +77%
ST
1216
Smithfield Trust
Pennsylvania
$91K
CWC
1217
Carolinas Wealth Consulting
North Carolina
$90K +$239 +1 +0.3%
EWM
1218
Endurance Wealth Management
Rhode Island
$86K
JWA
1219
JFS Wealth Advisors
Pennsylvania
$86K +$26.1K +109 +44%
GG
1220
Gleason Group
Kentucky
$85K
HA
1221
Homestead Advisers
Virginia
$85K +$28.7K +120 +51%
BFC
1222
Bedel Financial Consulting
Indiana
$84K
ETI
1223
Enterprise Trust & Investment
California
$84K
SSB
1224
Sandy Spring Bank
Maryland
$84K
BWL
1225
Bogart Wealth LLC
Virginia
$83K