XYZ

Block, Inc.
XYZ

Overview Fund Activity

993 hedge funds and large institutions have $21.2B invested in Block, Inc. in 2025 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 329 increasing their positions, 384 reducing their positions, and 227 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
993
Holders Change
-128
Holders Change %
-11.42%
% of All Funds
13.49%
Holding in Top 10
21
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-27.59%
% of All Funds
0.29%
New
120
Increased
329
Reduced
384
Closed
227
Calls
$1.38B
Puts
$1.2B
Net Calls
+$179M
Net Calls Change
+$167M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.06B
2
DZ Bank
DZ Bank
Germany
+$298M
3
DIG
Dragoneer Investment Group
California
+$223M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$160M
5
Tiger Global Management
Tiger Global Management
New York
+$102M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$668M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$322M
3
LPC
Lone Pine Capital
Connecticut
-$320M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$205M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
426
SRN Advisors
Pennsylvania
$925K +$21.8K +401 +2%
VWM
427
Venturi Wealth Management
Texas
$918K +$272K +5,013 +42%
WG
428
Winton Group
United Kingdom
$909K -$62.4K -1,148 -6%
Focus Partners Wealth
429
Focus Partners Wealth
Massachusetts
$908K -$271K -5,015 -23%
SWP
430
Stratos Wealth Partners
Ohio
$900K -$60.4K -1,112 -6%
WF
431
WoodTrust Financial
Wisconsin
$898K -$380 -7 -0%
QIM
432
Quantitative Investment Management
Virginia
$888K +$115K +2,123 +15%
Carson Wealth (CWM LLC)
433
Carson Wealth (CWM LLC)
Nebraska
$887K -$278K -5,127 -24%
PWM
434
Perigon Wealth Management
California
$880K -$40.4K -744 -4%
KRSITF
435
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$878K +$878K +16,153 New
VIA
436
Virtus Investment Advisers
Connecticut
$871K +$871K +16,028 New
RFL
437
RD Finance Ltd
Cyprus
$869K +$869K +16,000 New
VIM
438
Vinva Investment Management
Australia
$868K +$300K +5,420 +53%
GPA
439
Garrison Point Advisors
California
$848K -$34.5K -635 -4%
RIM
440
Rakuten Investment Management
Japan
$848K +$848K +15,320 New
BEI
441
Benjamin Edwards Inc
Missouri
$846K -$469K -8,639 -36%
AA
442
ALPS Advisors
Colorado
$838K +$295K +5,426 +54%
OC
443
Oppenheimer & Co
New York
$837K -$676K -12,445 -45%
SC
444
Sepio Capital
Utah
$837K -$174K -3,206 -17%
Bank Julius Baer & Co
445
Bank Julius Baer & Co
Switzerland
$829K -$22K -358 -3%
AWS
446
Atria Wealth Solutions
New York
$824K -$76.1K -1,401 -8%
HWM
447
HB Wealth Management
Georgia
$820K +$28.7K +528 +4%
DADC
448
D.A. Davidson & Co
Montana
$820K +$44.4K +818 +6%
RSC
449
Red Spruce Capital
Pennsylvania
$819K -$36K -663 -4%
CMTU
450
Capital Markets Trading (UK)
United Kingdom
$814K +$197K +3,628 +32%
16 17
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