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 %
HWM
451
Hohimer Wealth Management
Washington
$1.35M +$5.78K +68 +0.4%
GP
452
Guardian Partners
Canada
$1.35M +$1.35M +15,530 New
PIM
453
Plato Investment Management
Australia
$1.35M -$233K -2,727 -15%
RSC
454
Red Spruce Capital
Pennsylvania
$1.34M +$85.9K +1,011 +7%
SPC
455
Sigma Planning Corp
Michigan
$1.32M +$264K +3,107 +25%
AI
456
AXS Investments
New York
$1.32M -$357K -4,195 -21%
DAS
457
Diversify Advisory Services
Utah
$1.31M +$1.31M +15,931 New
VEA
458
Virtus ETF Advisers
New York
$1.31M +$1.31M +15,454 New
CCC
459
Compass Capital Corp
Massachusetts
$1.3M +$1.3M +14,603 New
Bank Julius Baer & Co
460
Bank Julius Baer & Co
Switzerland
$1.3M +$31.2K +333 +2%
SAW
461
Signal Advisors Wealth
Michigan
$1.3M -$186K -2,187 -13%
PAS
462
Point72 Asia (Singapore)
Singapore
$1.28M +$1.28M +15,110 New
HHGC
463
Hunting Hill Global Capital
New York
$1.27M – – –
AWM
464
Avitas Wealth Management
California
$1.27M -$9.26K -109 -0.7%
Jones Financial Companies
465
Jones Financial Companies
Missouri
$1.26M +$494K +5,810 +64%
B
466
Barings
North Carolina
$1.26M – – –
IAA
467
Independent Advisor Alliance
North Carolina
$1.26M +$192K +2,259 +18%
RGI
468
River Global Investors
United Kingdom
$1.26M -$1.04M -12,222 -45%
WS
469
Wedbush Securities
California
$1.25M +$134K +1,581 +12%
PI
470
PFG Investments
New York
$1.25M -$82.9K -975 -6%
KOC
471
Koss-Olinger Consulting
Florida
$1.25M +$1.25M +14,668 New
ORAM
472
One River Asset Management
Connecticut
$1.24M +$860K +9,829 +228%
HWM
473
HB Wealth Management
Georgia
$1.24M -$60.7K -714 -5%
SWM
474
Shepherd Wealth Management
Ohio
$1.23M +$1.23M +14,505 New
NFG
475
Nations Financial Group
Iowa
$1.22M +$564K +6,632 +86%
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