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 %
SI
501
Symmetry Investments
Jersey
$1.02M +$1.02M +12,000 New
CIC
502
Cornercap Investment Counsel
Georgia
$1.01M -$159K -1,865 -14%
VWM
503
Venturi Wealth Management
Texas
$1.01M +$859K +10,103 +565%
SFS
504
Sowell Financial Services
Arkansas
$1M +$1M +11,801 New
PIM
505
Profit Investment Management
Maryland
$1M -$46K -541 -4%
HIP
506
HUB Investment Partners
Texas
$1M -$57.7K -679 -5%
GCM
507
Greenland Capital Management
New York
$982K -$1.92M -22,579 -66%
BG
508
Bahl & Gaynor
Ohio
$969K – – –
CMTU
509
Capital Markets Trading (UK)
United Kingdom
$965K -$590K -6,942 -38%
FHA
510
Flagship Harbor Advisors
Massachusetts
$962K -$90.9K -1,069 -9%
AFG
511
Atomi Financial Group
New York
$960K +$171K +2,015 +22%
UWM
512
Udine Wealth Management
Florida
$953K +$953K +11,208 New
EWA
513
EP Wealth Advisors
California
$940K -$12.3K -145 -1%
BWG
514
Boomfish Wealth Group
Georgia
$940K -$120K -1,407 -11%
BCI
515
Brinker Capital Investments
Pennsylvania
$932K +$301K +3,547 +48%
OPS
516
Orion Portfolio Solutions
Nebraska
$932K +$301K +3,547 +48%
BGIM
517
Boussard & Gavaudan Investment Management
United Kingdom
$930K +$930K +10,636 New
ECM
518
Eisler Capital Management
United Kingdom
$929K +$929K +10,709 New
GCP
519
GSA Capital Partners
United Kingdom
$927K -$988K -11,632 -52%
CIBC Private Wealth Group
520
CIBC Private Wealth Group
Georgia
$926K -$36K -415 -4%
LCM
521
Landscape Capital Management
New Jersey
$915K -$2.72M -32,011 -75%
BRWA
522
B. Riley Wealth Advisors
Florida
$914K +$30.7K +361 +3%
PAS
523
Park Avenue Securities
New York
$913K +$186K +2,182 +26%
GC
524
Gilbert & Cook
Iowa
$913K +$3.57K +42 +0.4%
CC
525
Centiva Capital
New York
$904K +$867K +10,201 +2,345%
19 20
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