XYZ

Block, Inc.
XYZ

Overview Fund Activity

993 hedge funds and large institutions have $21.2B invested in Block, Inc. in 2025 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 329 increasing their positions, 384 reducing their positions, and 227 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
993
Holders Change
-128
Holders Change %
-11.42%
% of All Funds
13.49%
Holding in Top 10
21
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-27.59%
% of All Funds
0.29%
New
120
Increased
329
Reduced
384
Closed
227
Calls
$1.38B
Puts
$1.2B
Net Calls
+$179M
Net Calls Change
+$167M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.06B
2
DZ Bank
DZ Bank
Germany
+$298M
3
DIG
Dragoneer Investment Group
California
+$223M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$160M
5
Tiger Global Management
Tiger Global Management
New York
+$102M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$668M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$322M
3
LPC
Lone Pine Capital
Connecticut
-$320M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$205M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFM
501
Boothbay Fund Management
New York
$570K +$230K +4,232 +68%
IAS
502
Insigneo Advisory Services
Florida
$570K +$35.2K +647 +7%
SG
503
StoneX Group
New York
$562K +$562K +10,349 New
AFG
504
Atomi Financial Group
New York
$562K -$51.5K -948 -8%
PIM
505
Profit Investment Management
Maryland
$551K -$90.2K -1,661 -14%
SMTF
506
Sphera Management Technology Funds
Israel
$543K – – –
AWA
507
Arete Wealth Advisors
Illinois
$543K +$179K +3,291 +49%
EWA
508
EP Wealth Advisors
California
$541K -$60K -1,104 -10%
NW
509
NewEdge Wealth
Pennsylvania
$539K +$18.7K +344 +4%
PS
510
Principal Securities
Iowa
$537K +$13.9K +164 +3%
VI
511
Vestcor Inc
New Brunswick, Canada
$536K +$1.2K +22 +0.2%
LC
512
LCNB Corp
Ohio
$532K – – –
GI
513
GLOBALT Investments
Georgia
$530K +$530K +9,764 New
HFM
514
Harvest Fund Management
China
$530K +$125K +1,608 +31%
CIBC Private Wealth Group
515
CIBC Private Wealth Group
Georgia
$529K +$4.86K +99 +0.9%
KCM
516
KRS Capital Management
Michigan
$526K +$46.3K +852 +10%
AWM
517
Apollon Wealth Management
South Carolina
$523K -$3.64K -67 -0.7%
FRM
518
Fox Run Management
Connecticut
$516K -$424K -7,809 -45%
YCM
519
Yousif Capital Management
Michigan
$515K +$29.7K +547 +6%
SW
520
SteelPeak Wealth
California
$514K +$49.2K +905 +11%
OCA
521
Otter Creek Advisors
Florida
$512K -$2.67M -49,169 -84%
BC
522
Bridgefront Capital
Texas
$509K +$509K +9,377 New
BW
523
BXM Wealth
Colorado
$509K +$288K +5,301 +131%
CIA
524
Concurrent Investment Advisors
Florida
$504K +$178K +3,281 +55%
NA
525
NewEdge Advisors
Louisiana
$496K -$168K -3,085 -25%
19 20
21
22 23