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 %
PIA
551
Powell Investment Advisors
Florida
$378K +$378K +5,563 New
KMWM
552
Keudell/Morrison Wealth Management
Oregon
$378K -$18.7K -275 -5%
BCI
553
Brinker Capital Investments
Pennsylvania
$376K -$63.2K -931 -14%
ACA
554
Atlas Capital Advisors
Wyoming
$373K – – –
CL
555
Choreo LLC
Illinois
$372K -$128K -1,878 -26%
KCM
556
KRS Capital Management
Michigan
$370K -$288K -4,234 -44%
ASN
557
Advisory Services Network
Georgia
$370K -$595K -7,700 -62%
DIM
558
DC Investments Management
Virginia
$369K – – –
CI
559
Cigna Investments
Connecticut
$369K -$14K -206 -4%
SQA
560
Simon Quick Advisors
New Jersey
$368K +$101K +1,487 +38%
RC
561
Rahlfs Capital
Texas
$367K +$20.4K +300 +6%
CIM
562
CIM Investment Management
Pennsylvania
$364K -$1.49K -22 -0.4%
TSWM
563
Tyler-Stone Wealth Management
Ohio
$363K – – –
C
564
Certuity
Florida
$362K +$30.1K +443 +9%
SC
565
SummitTX Capital
Texas
$361K +$361K +5,313 New
SAM
566
Seelaus Asset Management
New Jersey
$361K +$6.79K +100 +2%
CAS
567
CTC Alternative Strategies
Illinois
$360K +$360K +5,300 New
WB
568
WesBanco Bank
West Virginia
$357K +$17.5K +257 +5%
CA
569
Carson Advisory
Georgia
$355K +$49.9K +735 +16%
CTA
570
Chesley Taft & Associates
Illinois
$353K – – –
MA
571
MBA Advisors
Pennsylvania
$352K -$60K -883 -15%
VIPI
572
Vista Investment Partners II
Indiana
$350K +$80.6K +1,186 +30%
SOW
573
State of Wyoming
Wyoming
$349K -$47.8K -704 -12%
BRWA
574
B. Riley Wealth Advisors
Florida
$348K +$348K +5,119 New
SC
575
Savant Capital
Illinois
$343K -$84.1K -1,238 -20%
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