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 %
LJAC
551
L.J. Altfest & Co
New York
$764K -$187K -2,201 -20%
MYAM
552
Meiji Yasuda Asset Management
Japan
$764K -$14.4K -170 -2%
YCM
553
Yousif Capital Management
Michigan
$760K +$64.8K +763 +9%
APWM
554
Argonautica Private Wealth Management
Massachusetts
$758K -$425 -5 -0.1%
KCM
555
KRS Capital Management
Michigan
$751K +$77.5K +912 +12%
SFI
556
Siemens Fonds Invest
Germany
$749K – – –
MMA
557
Miracle Mile Advisors
California
$744K +$2.98K +35 +0.4%
FF
558
Friedenthal Financial
New Jersey
$744K +$744K +8,750 New
JC
559
JBGlobal.com
New York
$741K +$741K +8,713 New
PP
560
Prudential plc
United Kingdom
$740K – – –
SIM
561
Spark Investment Management
New York
$739K – – –
SW
562
SteelPeak Wealth
California
$728K -$39.2K -461 -5%
BAM
563
Blueshift Asset Management
New Jersey
$727K +$727K +8,555 New
SG Americas Securities
564
SG Americas Securities
New York
$725K -$1.04M -12,254 -59%
JPWM
565
Jamison Private Wealth Management
Georgia
$715K -$38.8K -457 -5%
I
566
InceptionR
California
$713K -$276K -3,248 -28%
KCFA
567
Key Client Fiduciary Advisors
New Jersey
$709K +$9.77K +115 +1%
TRCT
568
Tower Research Capital (TRC)
New York
$703K +$153K +1,799 +28%
UCFA
569
United Capital Financial Advisors
Texas
$701K -$17.5K -206 -2%
FFM
570
Forum Financial Management
Illinois
$698K +$104K +1,228 +18%
AFAS
571
Acorn Financial Advisory Services
Virginia
$696K -$37.6K -442 -5%
SCA
572
Snowden Capital Advisors
New York
$688K +$18.5K +218 +3%
WAP
573
Wealthcare Advisory Partners
Pennsylvania
$685K +$60.9K +717 +10%
Fisher Asset Management
574
Fisher Asset Management
Washington
$678K -$42K -494 -6%
JRP
575
Jasper Ridge Partners
California
$674K – – –
21 22
23
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