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 %
Carson Wealth (CWM LLC)
401
Carson Wealth (CWM LLC)
Nebraska
$1.82M +$407K +4,791 +29%
SI
402
Stephens Inc
Arkansas
$1.82M +$418K +4,922 +30%
Aviva
403
Aviva
United Kingdom
$1.81M -$5.69K -67 -0.3%
MS
404
Maven Securities
Jersey
$1.81M -$101K -1,194 -5%
EH
405
Equitable Holdings
New York
$1.81M +$66.5K +782 +4%
GIA
406
Gateway Investment Advisers
Ohio
$1.79M -$994K -11,699 -36%
PWM
407
Pinnacle Wealth Management
California
$1.79M +$1.79M +21,013 New
ACP
408
Aviance Capital Partners
Florida
$1.79M +$78.8K +927 +5%
BWM
409
BNC Wealth Management
Oregon
$1.78M +$1.78M +20,920 New
P
410
&Partners
Tennessee
$1.77M +$400K +4,343 +29%
AAIS
411
ABN AMRO Investment Solutions
$1.76M -$459K -5,396 -21%
OTL
412
Oak Thistle LLC
New York
$1.75M -$229K -2,697 -12%
TC
413
Tairen Capital
Hong Kong
$1.73M -$1.25M -14,700 -42%
GAM
414
Gotham Asset Management
New York
$1.72M -$2.96M -34,861 -63%
NIP
415
Nicholas Investment Partners
California
$1.72M +$1.72M +20,208 New
MIM
416
MetLife Investment Management
New Jersey
$1.71M -$26.6K -313 -2%
Bank of Nova Scotia
417
Bank of Nova Scotia
Ontario, Canada
$1.66M -$2.24M -26,333 -57%
IEFM
418
IQ EQ Fund Management
Ireland
$1.65M +$771K +9,070 +87%
DFC
419
DB Fitzpatrick & Co
Idaho
$1.63M +$162K +1,901 +11%
SPIA
420
Steward Partners Investment Advisory
New York
$1.63M +$59.7K +703 +4%
ACM
421
Alamar Capital Management
California
$1.63M -$89.7K -1,055 -5%
IP
422
Intellectus Partners
California
$1.62M +$322K +3,790 +25%
Lazard Asset Management
423
Lazard Asset Management
New York
$1.61M -$660K -7,773 -29%
Marshall Wace
424
Marshall Wace
United Kingdom
$1.58M +$310K +3,650 +24%
SC
425
Sepio Capital
Utah
$1.58M -$36.5K -430 -2%
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