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
14.92%
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
+$554M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$340M
3
Morgan Stanley
Morgan Stanley
New York
+$265M
4
Citadel Advisors
Citadel Advisors
Florida
+$204M
5
DIG
Dragoneer Investment Group
California
+$150M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$332M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$262M
3
HCM
HMI Capital Management
California
-$199M
4
AIM
ARK Investment Management
Florida
-$144M
5
DCP
D1 Capital Partners
New York
-$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
351
Great Valley Advisor Group
Delaware
$2.61M -$1.68M -19,794 -39%
Wealth Enhancement Advisory Services
352
Wealth Enhancement Advisory Services
Minnesota
$2.53M +$256K +3,009 +11%
MSRPS
353
Maryland State Retirement & Pension System
Maryland
$2.52M -$178K -2,092 -7%
BMSSC
354
B. Metzler seel. Sohn & Co
Germany
$2.52M +$608K +7,157 +32%
SC
355
Scotia Capital
Ontario, Canada
$2.51M +$1.91M +22,474 +316%
Corient Private Wealth
356
Corient Private Wealth
Florida
$2.51M -$498K -5,864 -17%
DFCM
357
Dark Forest Capital Management
Puerto Rico
$2.5M +$2.5M +29,374 New
AIM
358
Achmea Investment Management
Netherlands
$2.46M -$2.51M -29,552 -51%
RPSA
359
Richard P. Slaughter Associates
Texas
$2.45M -$25.2K -296 -1%
ETC
360
Exchange Traded Concepts
Oklahoma
$2.43M +$1.31M +15,470 +118%
GC
361
GFG Capital
Florida
$2.42M +$26.2K +308 +1%
AF
362
Avanza Fonder
Sweden
$2.41M +$2.41M +28,408 New
OC
363
Oppenheimer & Co
New York
$2.37M +$1.4M +16,522 +146%
VA
364
Vident Advisory
Georgia
$2.33M -$242K -2,845 -9%
AWM
365
Accurate Wealth Management
Florida
$2.33M +$606K +7,338 +35%
Janney Montgomery Scott
366
Janney Montgomery Scott
Pennsylvania
$2.33M -$882K -10,376 -27%
EF
367
Empowered Funds
Pennsylvania
$2.26M +$237K +2,784 +12%
VC
368
Vestor Capital
Illinois
$2.25M +$2.25M +26,506 New
HT
369
HAP Trading
New York
$2.24M +$2.24M +26,315 New
PA
370
Procyon Advisors
Connecticut
$2.24M +$101K +1,183 +5%
MFAM
371
Motley Fool Asset Management
Virginia
$2.23M +$129K +1,512 +6%
EI
372
Ethic Inc
New York
$2.23M -$773K -9,098 -26%
AAP
373
Ardsley Advisory Partners
Connecticut
$2.21M +$2.21M +26,000 New
PNC Financial Services Group
374
PNC Financial Services Group
Pennsylvania
$2.18M -$146K -1,722 -6%
UAG
375
United Advisor Group
Ohio
$2.18M -$25.3K -298 -1%
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