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XYZ

Block Inc

1,137 hedge funds and large institutions have $33.9B invested in Block Inc in 2024 Q4 according to their latest regulatory filings, with 268 funds opening new positions, 369 increasing their positions, 345 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 268 | Existing positions closed: 95

32% more capital invested

Capital invested by funds: $25.8B → $33.9B (+$8.12B)

16% more funds holding in top 10

Funds holding in top 10: 2529 (+4)

15% more funds holding

Funds holding: 9861,137 (+151)

2.69% more ownership

Funds ownership: 69.09%71.78% (+2.7%)

7% more repeat investments, than reductions

Existing positions increased: 369 | Existing positions reduced: 345

1% more call options, than puts

Call options by funds: $2.52B | Put options by funds: $2.51B

Holders
1,137
Holders Change
+151
Holders Change %
+15.31%
% of All Funds
14.98%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.38%
New
268
Increased
369
Reduced
345
Closed
95
Calls
$2.52B
Puts
$2.51B
Net Calls
+$15.5M
Net Calls Change
+$268M
Name Holding Trade Value Shares
Change
Change in
Stake
WS
476
Wedbush Securities
California
$1.25M +$130K +1,581 +12%
PI
477
PFG Investments
New York
$1.25M -$80K -975 -6%
KOC
478
Koss-Olinger Consulting
Florida
$1.25M +$1.2M +14,668 New
ORAM
479
One River Asset Management
Connecticut
$1.24M +$806K +9,829 +228%
HWM
480
HB Wealth Management
Georgia
$1.24M -$58.6K -714 -5%
SWM
481
Shepherd Wealth Management
Ohio
$1.23M +$1.19M +14,505 New
NFG
482
Nations Financial Group
Iowa
$1.22M +$544K +6,632 +86%
AGAM
483
Audent Global Asset Management
California
$1.22M +$1.17M +14,319 New
DADC
484
D.A. Davidson & Co
Montana
$1.21M +$34.2K +417 +3%
QIM
485
Quantitative Investment Management
Virginia
$1.21M -$324K -3,947 -22%
IWC
486
Integrated Wealth Concepts
Massachusetts
$1.21M -$142K -1,731 -11%
BCM
487
BluePath Capital Management
Georgia
$1.2M +$154K +1,883 +15%
Two Sigma Advisers
488
Two Sigma Advisers
New York
$1.2M +$1.16M +14,100 New
Envestnet Portfolio Solutions
489
Envestnet Portfolio Solutions
Illinois
$1.19M +$224K +2,730 +24%
NP
490
Ninepoint Partners
Ontario, Canada
$1.16M
TPW
491
Transatlantique Private Wealth
New York
$1.16M +$61K +743 +6%
VF
492
Virtu Financial
New York
$1.14M +$1.1M +13,409 New
ECM
493
Everence Capital Management
Indiana
$1.13M +$1.09M +13,280 New
TCM
494
Twin Capital Management
Pennsylvania
$1.12M -$745K -9,082 -41%
CLOS
495
Compagnie Lombard Odier SCmA
Switzerland
$1.11M -$76.1K -928 -7%
PFS
496
Prospera Financial Services
Texas
$1.11M +$375K +4,570 +54%
CCMT
497
CMT Capital Markets Trading
Germany
$1.1M -$370K -4,510 -26%
SWM
498
Spire Wealth Management
Virginia
$1.1M +$907K +11,053 +600%
P
499
Pitcairn
Pennsylvania
$1.08M -$71.5K -872 -6%
ACI
500
Alpha Cubed Investments
California
$1.06M +$1.03M +12,529 New

XYZ Hedge Fund Activity: Q4 2024 in Review

1,137 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q4 2024, worth a combined $33.9B — up 32% from $25.8B a quarter earlier.

Buyers outnumbered sellers: 268 funds opened new XYZ positions and 95 closed out — a net gain of 173 holders — while 369 added to existing stakes and 345 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $534M. The largest seller was Lone Pine Capital, cutting an estimated $320M.

  • 1,137 institutional investors held Block Inc (XYZ) as of Q4 2024, up from 986 in Q3 2024.
  • Funds reported $33.9B of Block Inc stock for Q4 2024, up 32% quarter-over-quarter.
  • 268 funds opened new Block Inc positions in Q4 2024 and 95 closed out, a net change of +173 holders.
  • The largest Block Inc buyer in Q4 2024 was T. Rowe Price Associates, an estimated $534M added.
  • The largest Block Inc seller in Q4 2024 was Lone Pine Capital, an estimated $320M sold.

Based on aggregated 13F filings for Q4 2024.