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 %
CWM
376
CIBC World Markets
New York
$2.14M -$621K -7,305 -23%
HI
377
Harbour Investments
Wisconsin
$2.11M -$22.6K -266 -1%
ERSOT
378
Employees Retirement System of Texas
Texas
$2.09M – – –
BEI
379
Benjamin Edwards Inc
Missouri
$2.06M -$1.28M -15,033 -38%
TPCM
380
Templeton & Phillips Capital Management
Tennessee
$2.05M +$407K +4,788 +25%
BCM
381
Bayesian Capital Management
New York
$2.05M +$1.43M +16,800 +230%
MAMU
382
Myriad Asset Management US
Florida
$2.04M +$2.04M +24,055 New
DWM
383
Drive Wealth Management
Utah
$2.02M -$43.9K -517 -2%
YDMI
384
Y.D. More Investments
Israel
$1.97M +$240K +2,824 +14%
LAI
385
Legal Advantage Investments
California
$1.97M +$229K +2,700 +13%
FWI
386
Facet Wealth Inc
Maryland
$1.97M +$10.3K +121 +0.5%
NAM
387
NTV Asset Management
West Virginia
$1.96M +$1.96M +23,052 New
SCM
388
Shelton Capital Management
Colorado
$1.95M – – –
CAPTRUST Financial Advisors
389
CAPTRUST Financial Advisors
North Carolina
$1.93M -$49.2K -579 -2%
WAM
390
Weinberger Asset Management
California
$1.93M +$85 +1 +0%
CIBC Asset Management
391
CIBC Asset Management
Ontario, Canada
$1.92M +$233K +2,737 +14%
DWA
392
Douglass Winthrop Advisors
New York
$1.91M +$34K +400 +2%
EAM
393
Evanson Asset Management
California
$1.91M -$850 -10 -0%
IFWM
394
Institute for Wealth Management
Colorado
$1.89M -$48K -565 -2%
FGA
395
Fortis Group Advisors
New Jersey
$1.89M +$1.89M +22,254 New
KPWS
396
Kestra Private Wealth Services
Texas
$1.88M +$53.1K +625 +3%
KAM
397
Kazazian Asset Management
Florida
$1.87M +$1.87M +21,966 New
Focus Partners Wealth
398
Focus Partners Wealth
Massachusetts
$1.85M +$970K +11,416 +110%
LOAMS
399
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.84M +$491K +5,779 +36%
HFA
400
Harbert Fund Advisors
Alabama
$1.83M +$1.19M +14,000 +187%
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