XYZ

Block, Inc.
XYZ

Overview Fund Activity

1,121 hedge funds and large institutions have $33.8B invested in Block, Inc. in 2024 Q4 according to their latest regulatory filings, with 262 funds opening new positions, 364 increasing their positions, 342 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,121
Holders Change
+145
Holders Change %
+14.86%
% of All Funds
14.93%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.39%
New
262
Increased
364
Reduced
342
Closed
95
Calls
$2.52B
Puts
$2.51B
Net Calls
+$11.6M
Net Calls Change
+$267M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$625M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$487M
3
Morgan Stanley
Morgan Stanley
New York
$1.66B
4
Citadel Advisors
Citadel Advisors
Florida
$215M
5
DIG
Dragoneer Investment Group
California
$436M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
$320M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$109M
3
HCM
HMI Capital Management
California
$0
4
AIM
ARK Investment Management
Florida
$419M
5
DCP
D1 Capital Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SSA
326
Schonfeld Strategic Advisors
New York
$3.06M +$785K +9,235 +35%
IPW
327
IronBridge Private Wealth
Texas
$3.02M +$3.02M +35,476 New
CI
328
Carroll Investors
South Carolina
$3M -$375K -4,391 -11%
CCM
329
Cinctive Capital Management
New York
$2.99M -$2.78M -32,661 -48%
VPIM
330
Vanguard Personalized Indexing Management
California
$2.99M +$362K +4,265 +14%
AAS
331
Avantax Advisory Services
Texas
$2.98M +$450K +5,293 +18%
PAG
332
Private Advisor Group
New Jersey
$2.98M +$321K +3,773 +12%
AI
333
Atria Investments
North Carolina
$2.97M +$236K +2,782 +9%
Baird Financial Group
334
Baird Financial Group
Wisconsin
$2.92M +$1.61M +18,917 +123%
FSA
335
Franklin Street Advisors
North Carolina
$2.92M +$2.92M +34,295 New
Thrivent Financial for Lutherans
336
Thrivent Financial for Lutherans
Minnesota
$2.9M +$420K +4,940 +17%
M&T Bank
337
M&T Bank
New York
$2.88M +$39.4K +464 +1%
MCA
338
Martin Capital Advisors
Texas
$2.84M – – –
SP
339
SWS Partners
Ohio
$2.83M -$652K -7,675 -19%
DCM
340
Dilation Capital Management
New York
$2.77M +$2.77M +32,620 New
Credit Agricole
341
Credit Agricole
France
$2.77M +$965K +11,352 +53%
MIG
342
McGuire Investment Group
Rhode Island
$2.76M +$510 +6 +0%
WBC
343
Westpac Banking Corp
Australia
$2.76M +$2.45M +28,809 +796%
AB
344
Amalgamated Bank
New York
$2.74M -$20.9K -246 -0.8%
RFM
345
Royal Fund Management
Florida
$2.68M +$564K +6,640 +27%
LC
346
Longitude (Cayman)
Cayman Islands
$2.68M -$637K -7,500 -19%
GCC
347
Game Creek Capital
Massachusetts
$2.68M +$892K +10,500 +50%
LGF
348
LGT Group Foundation
Liechtenstein
$2.67M +$262K +3,077 +11%
GCM
349
Gator Capital Management
Florida
$2.67M – – –
WA
350
Wasatch Advisors
Utah
$2.65M +$33.6K +395 +1%
12 13
14
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