We are live on ! Find out more
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
RP
1426
Rice Partnership
Hawaii
-$225K -1,394 Closed
GWANC
1427
Guardian Wealth Advisors (North Carolina)
North Carolina
-$225K -1,393 Closed
CFG
1428
Cooper Financial Group
California
-$225K -1,391 Closed
PFA
1429
Professional Financial Advisors
Nebraska
-$224K -1,384 Closed
SWA
1430
Stratos Wealth Advisors
Ohio
-$223K -1,383 Closed
PWA
1431
Primoris Wealth Advisors
Florida
-$222K -1,375 Closed
BFM
1432
Boothbay Fund Management
New York
-$166K -1,373 Closed
RFC
1433
Regions Financial Corp
Alabama
-$221K -1,373 Closed
CWS
1434
Confluence Wealth Services
Pennsylvania
-$219K -1,361 Closed
CAM
1435
Claret Asset Management
Quebec, Canada
-$219K -1,358 Closed
IGGA
1436
Iron Gate Global Advisors
Utah
-$210K -1,344 Closed
LRPA
1437
L. Roy Papp & Associates
Arizona
-$216K -1,338 Closed
BWA
1438
Bordeaux Wealth Advisors
California
-$210K -1,298 Closed
FMN
1439
Financial Management Network
California
-$203K -1,296 Closed
JIC
1440
Johnson Investment Counsel
Ohio
-$208K -1,286 Closed
SFWA
1441
Summit Financial Wealth Advisors
Louisiana
-$200K -1,280 Closed
STA
1442
Summit Trail Advisors
New York
-$205K -1,268 Closed
OCG
1443
Opus Capital Group
Ohio
-$204K -1,263 Closed
BP
1444
Ballentine Partners
Massachusetts
-$202K -1,255 Closed
ANTB
1445
AMG National Trust Bank
Colorado
-$202K -1,253 Closed
FFM
1446
Forum Financial Management
Illinois
-$201K -1,246 Closed
RWM
1447
Ritholtz Wealth Management
New York
-$186K -1,152 Closed
CC
1448
Commons Capital
Massachusetts
-$183K -1,130 Closed
AWM
1449
Accurate Wealth Management
Florida
-$228K -1,073 Closed
CA
1450
CoreCap Advisors
Michigan
-$167K -1,037 Closed

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.