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 %
UM
526
UniSuper Management
Australia
$901K -$178K -2,100 -17%
VIM
527
Vinva Investment Management
Australia
$898K -$1.02M -11,678 -53%
WHG
528
Westwood Holdings Group
Texas
$897K +$897K +10,549 New
TWC
529
TD Waterhouse Canada
Ontario, Canada
$894K +$5.36K +63 +0.6%
BAM
530
Belpointe Asset Management
Nevada
$888K +$268K +4,060 +43%
FCA
531
Fortis Capital Advisors
Kansas
$888K +$268K +4,060 +43%
MA
532
MONECO Advisors
Connecticut
$860K +$860K +10,114 New
AA
533
ALPS Advisors
Colorado
$850K -$348K -4,096 -29%
SMTF
534
Sphera Management Technology Funds
Israel
$850K +$850K +10,000 New
BFG
535
Bleakley Financial Group
New Jersey
$846K +$231K +2,721 +38%
ASN
536
Advisory Services Network
Georgia
$843K -$31.6K -372 -4%
IAS
537
Insigneo Advisory Services
Florida
$836K -$19.8K -233 -2%
VI
538
Vestcor Inc
New Brunswick, Canada
$836K -$106K -1,252 -11%
LC
539
LCNB Corp
Ohio
$832K – – –
AWM
540
Apollon Wealth Management
South Carolina
$825K +$26.3K +310 +3%
SWA
541
Stratos Wealth Advisors
Ohio
$815K -$91.4K -1,076 -10%
NW
542
NewEdge Wealth
Pennsylvania
$813K +$85K +1,000 +12%
QWM
543
Quadcap Wealth Management
Texas
$807K -$5.01K -59 -0.6%
WSFS
544
Wilmington Savings Fund Society
Delaware
$799K -$41.8K -492 -5%
TAM
545
Titleist Asset Management
Texas
$794K -$458K -5,391 -37%
CB
546
Commerce Bank
Missouri
$782K +$18.1K +213 +2%
EWM
547
Empirical Wealth Management
Washington
$778K +$504K +5,929 +184%
SFA
548
Sequoia Financial Advisors
Ohio
$775K +$67.7K +797 +10%
MGP
549
Metis Global Partners
California
$774K +$62.6K +737 +9%
FFN
550
Focus Financial Network
Minnesota
$771K -$99.6K -1,172 -11%
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