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 %
QWM
526
Quadcap Wealth Management
Texas
$437K -$17K -250 -4%
NICM
527
Neo Ivy Capital Management
New York
$431K -$2.91M -42,809 -87%
OF
528
Optimize Financial
California
$426K -$2.99K -44 -0.7%
PPA
529
Painted Porch Advisors
California
$419K – – –
MCM
530
MAI Capital Management
Ohio
$415K +$11.1K +163 +3%
Fisher Asset Management
531
Fisher Asset Management
Washington
$409K -$135K -1,991 -25%
JC
532
JBGlobal.com
New York
$406K +$153K +2,250 +60%
AUB
533
Atlantic Union Bankshares
Virginia
$400K +$400K +5,891 New
S
534
SignatureFD
Georgia
$400K -$41.3K -608 -9%
FAIM
535
Financial Advocates Investment Management
Washington
$399K -$2.17K -32 -0.5%
PWP
536
Prasad Wealth Partners
Ohio
$396K -$3.4K -50 -0.8%
DA
537
Doliver Advisors
Texas
$396K -$31K -456 -7%
CFO
538
Callan Family Office
Pennsylvania
$394K +$394K +5,802 New
CIAS
539
Capital Investment Advisory Services
North Carolina
$394K -$543 -8 -0.1%
HIIFS
540
Harel Insurance Investments & Financial Services
Israel
$393K +$248K +3,644 +171%
PIM
541
Plato Investment Management
Australia
$392K -$776K -11,461 -66%
JG
542
Jain Global
New York
$386K -$123K -1,805 -24%
JF
543
Jump Financial
Illinois
$385K +$385K +5,669 New
AWS
544
Atria Wealth Solutions
New York
$384K -$664K -9,607 -63%
RIA
545
Realta Investment Advisors
Delaware
$381K -$57.2K -842 -13%
AWA
546
Aaron Wealth Advisors
Illinois
$381K +$26.4K +389 +7%
EDRH
547
Edmond de Rothschild Holding
Switzerland
$380K -$40.8K -600 -10%
PCA
548
Private Capital Advisors
Connecticut
$380K -$12.9K -190 -3%
OIA
549
OneDigital Investment Advisors
Kansas
$380K +$1.36K +20 +0.4%
PWG
550
Portside Wealth Group
Utah
$379K +$30.8K +453 +9%
20 21
22
23 24