XYZ

Block Inc

972 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, 316 increasing their positions, 360 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less first-time investments, than exits

New positions opened: | Existing positions closed:

2% less funds holding

Funds holding: 994972 (-22)

12% less repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 360

19% less funds holding in top 10

Funds holding in top 10: 2117 (-4)

Holders
972
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.77B
Puts
$1.71B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
501
AE Wealth Management
Kansas
$516K
ECM
502
Everence Capital Management
Indiana
$508K
AFAS
503
Acorn Financial Advisory Services
Virginia
$506K
BPC
504
Banque Pictet & Cie
Switzerland
$503K
OM
505
OV Management
Minnesota
$502K
JWCA
506
J.W. Cole Advisors
Florida
$500K
KIA
507
Knollwood Investment Advisory
Maryland
$496K
VT
508
Vise Technologies
New York
$486K
LWM
509
LJI Wealth Management
Indiana
$483K
AWM
510
Avior Wealth Management
Nebraska
$477K
AAP
511
Ardsley Advisory Partners
Connecticut
$476K
SWP
512
Sagespring Wealth Partners
Tennessee
$464K
CFG
513
Carter Financial Group
Illinois
$463K
PCIA
514
Prime Capital Investment Advisors
Kansas
$462K
TCM
515
Tran Capital Management
California
$460K
CB
516
Commerce Bank
Missouri
$454K
NP
517
Nilsine Partners
Colorado
$453K
V
518
ViaWealth
Kansas
$448K
MCC
519
Malaga Cove Capital
California
$445K
BP
520
Ballentine Partners
Massachusetts
$445K
CP
521
CenterBook Partners
Connecticut
$443K
GC
522
Gilbert & Cook
Iowa
$443K
JC
523
JB Capital
Connecticut
$441K
WHG
524
Westwood Holdings Group
Texas
$441K
CT
525
Chicago Trust
Illinois
$440K