XYZ

Block, Inc.
XYZ

Overview Fund Activity

968 hedge funds and large institutions have $28B invested in Block, Inc. in 2025 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 318 increasing their positions, 359 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
968
Holders Change
-25
Holders Change %
-2.52%
% of All Funds
12.98%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.23%
New
127
Increased
318
Reduced
359
Closed
135
Calls
$1.77B
Puts
$1.71B
Net Calls
+$62.2M
Net Calls Change
-$116M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.39B
2
Viking Global Investors
Viking Global Investors
Connecticut
+$368M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$282M
4
Citadel Advisors
Citadel Advisors
Florida
+$261M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$173M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$556M
2
DZ Bank
DZ Bank
Germany
-$355M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$298M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$276M
5
American Century Companies
American Century Companies
Missouri
-$195M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
501
AE Wealth Management
Kansas
$516K +$53.7K +790 +12%
ECM
502
Everence Capital Management
Indiana
$508K -$25.8K -380 -5%
AFAS
503
Acorn Financial Advisory Services
Virginia
$506K -$12.8K -188 -2%
BPC
504
Banque Pictet & Cie
Switzerland
$503K – – –
OM
505
OV Management
Minnesota
$502K -$713K -10,495 -59%
JWCA
506
J.W. Cole Advisors
Florida
$500K +$60.3K +888 +14%
KIA
507
Knollwood Investment Advisory
Maryland
$496K – – –
VT
508
Vise Technologies
New York
$486K +$486K +7,157 New
LWM
509
LJI Wealth Management
Indiana
$483K +$91K +1,340 +23%
AWM
510
Avior Wealth Management
Nebraska
$477K +$113K +1,664 +31%
AAP
511
Ardsley Advisory Partners
Connecticut
$476K +$476K +7,000 New
SWP
512
Sagespring Wealth Partners
Tennessee
$464K +$212K +3,127 +85%
CFG
513
Carter Financial Group
Illinois
$463K +$463K +6,817 New
PCIA
514
Prime Capital Investment Advisors
Kansas
$462K -$273K -4,016 -37%
TCM
515
Tran Capital Management
California
$460K – – –
CB
516
Commerce Bank
Missouri
$454K -$47.7K -702 -10%
NP
517
Nilsine Partners
Colorado
$453K +$17.1K +252 +4%
V
518
ViaWealth
Kansas
$448K +$32.3K +475 +8%
MCC
519
Malaga Cove Capital
California
$445K -$36.5K -538 -8%
BP
520
Ballentine Partners
Massachusetts
$445K -$15.9K -234 -3%
CP
521
CenterBook Partners
Connecticut
$443K +$443K +6,527 New
GC
522
Gilbert & Cook
Iowa
$443K -$288K -4,239 -39%
JC
523
JB Capital
Connecticut
$441K +$7.95K +117 +2%
WHG
524
Westwood Holdings Group
Texas
$441K -$144K -2,113 -25%
CT
525
Chicago Trust
Illinois
$440K +$440K +6,476 New
19 20
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