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 %
VCM
1301
Vigilant Capital Management
Maine
$5K
CAM
1302
Costello Asset Management
Pennsylvania
$5K
TCWA
1303
Ten Capital Wealth Advisors
Washington
$5K
HWA
1304
Heritage Wealth Advisors
Virginia
$5K +$690 +4 +16%
CMBA
1305
C.M. Bidwell & Associates
Hawaii
$4K
TFO
1306
Tarbox Family Office
California
$4K +$154 +1 +4%
EWM
1307
Edge Wealth Management
New York
$4K +$2K +11 +100%
RDFA
1308
Ritter Daniher Financial Advisory
Ohio
$4K +$4K +25 New
KIG
1309
Kessler Investment Group
Indiana
$3K -$33.6K -213 -92%
BWM
1310
Baystate Wealth Management
Massachusetts
$3K -$4.41K -25 -60%
JWM
1311
Janiczek Wealth Management
Colorado
$3K
CWA
1312
Carolina Wealth Advisors
South Carolina
$3K
DSC
1313
Duncker Streett & Co
Missouri
$3K
EIP
1314
Ellis Investment Partners
Pennsylvania
$3K
APC
1315
Aspire Private Capital
North Carolina
$3K
CYG
1316
Clean Yield Group
Vermont
$3K +$1.8K +12 +150%
BAM
1317
Byrne Asset Management
New Jersey
$3K +$3K +20 New
EFS
1318
Econ Financial Services
Pennsylvania
$3K +$3K +21 New
BBHC
1319
Brown Brothers Harriman & Co
New York
$2.49K
BCH
1320
Berkshire Capital Holdings
California
$2K -$24.9M -124,730 -100%
LPWM
1321
Lake Point Wealth Management
Texas
$2K -$5.67K -34 -74%
VCM
1322
Versant Capital Management
Arizona
$2K -$4.55K -25 -69%
DWA
1323
Delos Wealth Advisors
Texas
$2K
AWMS
1324
Advocacy Wealth Management Services
Georgia
$2K
BA
1325
Bellwether Advisors
Nebraska
$2K