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 %
9WM
1476
9258 Wealth Management
Ohio
-$340K -1,417 Closed
HCM
1477
Hollencrest Capital Management
California
-$333K -1,389 Closed
DC
1478
DeDora Capital
California
-$321K -1,337 Closed
SWA
1479
SFMG Wealth Advisors
Texas
-$320K -1,334 Closed
SFO
1480
Stokes Family Office
Louisiana
-$317K -1,323 Closed
MMA
1481
Miracle Mile Advisors
California
-$313K -1,305 Closed
SW
1482
SVB Wealth
Massachusetts
-$313K -1,304 Closed
RPGK
1483
Retirement Planning Group (Kansas)
Kansas
-$302K -1,261 Closed
DJYG
1484
David J. Yvars Group
Florida
-$302K -1,260 Closed
SAM
1485
Simplify Asset Management
Nevada
-$289K -1,207 Closed
OCPWS
1486
One Charles Private Wealth Services
Massachusetts
-$289K -1,205 Closed
BTW
1487
Boston Trust Walden
Massachusetts
-$288K -1,200 Closed
GLA
1488
Good Life Advisors
Pennsylvania
-$288K -1,199 Closed
HIP
1489
HUB Investment Partners
Texas
-$278K -1,160 Closed
MGIM
1490
M&G Investment Management
United Kingdom
-$278 -1,157 Closed
SAM
1491
Synergy Asset Management
Washington
-$277K -1,156 Closed
PCP
1492
Proficio Capital Partners
Massachusetts
-$277K -1,155 Closed
WDC
1493
Woodward Diversified Capital
California
-$276K -1,151 Closed
PL
1494
Plancorp LLC
Missouri
-$276K -1,150 Closed
AWM
1495
Altus Wealth Management
Kentucky
-$273K -1,140 Closed
QPWM
1496
Quadrant Private Wealth Management
Pennsylvania
-$272K -1,136 Closed
DWM
1497
Dorchester Wealth Management
Quebec, Canada
-$272K -1,135 Closed
FFS
1498
Founders Financial Securities
Maryland
-$271K -1,132 Closed
RCAG
1499
Rehmann Capital Advisory Group
Michigan
-$267K -1,113 Closed
GP
1500
Girard Partners
Pennsylvania
-$264K -1,101 Closed