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 %
AGAM
476
Audent Global Asset Management
California
$1.22M +$1.22M +14,319 New
DADC
477
D.A. Davidson & Co
Montana
$1.21M +$35.4K +417 +3%
QIM
478
Quantitative Investment Management
Virginia
$1.21M -$335K -3,947 -22%
IWC
479
Integrated Wealth Concepts
Massachusetts
$1.21M -$147K -1,731 -11%
BCM
480
BluePath Capital Management
Georgia
$1.2M +$154K +1,883 +15%
Two Sigma Advisers
481
Two Sigma Advisers
New York
$1.2M +$1.2M +14,100 New
Envestnet Portfolio Solutions
482
Envestnet Portfolio Solutions
Illinois
$1.19M +$232K +2,730 +24%
NP
483
Ninepoint Partners
Ontario, Canada
$1.16M – – –
TPW
484
Transatlantique Private Wealth
New York
$1.16M +$63.1K +743 +6%
VF
485
Virtu Financial
New York
$1.14M +$1.14M +13,409 New
ECM
486
Everence Capital Management
Indiana
$1.13M +$1.13M +13,280 New
TCM
487
Twin Capital Management
Pennsylvania
$1.12M -$772K -9,082 -41%
CLOS
488
Compagnie Lombard Odier SCmA
Switzerland
$1.11M -$78.9K -928 -7%
PFS
489
Prospera Financial Services
Texas
$1.11M +$388K +4,570 +54%
CCMT
490
CMT Capital Markets Trading
Germany
$1.1M -$383K -4,510 -26%
SWM
491
Spire Wealth Management
Virginia
$1.1M +$939K +11,053 +600%
P
492
Pitcairn
Pennsylvania
$1.08M -$74.1K -872 -6%
ACI
493
Alpha Cubed Investments
California
$1.06M +$1.06M +12,529 New
BP
494
BNP Paribas
France
$1.06M -$326K -3,833 -23%
RBI
495
Raiffeisen Bank International
Austria
$1.06M +$1.06M +12,080 New
SAM
496
Secure Asset Management
Michigan
$1.05M +$9.18K +108 +0.9%
NA
497
NewEdge Advisors
Louisiana
$1.04M +$420K +4,939 +68%
MOS
498
MGO One Seven
Ohio
$1.04M -$315K -3,708 -23%
WKSWA
499
White Knight Strategic Wealth Advisors
New Jersey
$1.03M +$510K +5,999 +99%
PAI
500
Pittenger & Anderson Inc
Nebraska
$1.02M +$333K +3,915 +48%
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