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 %
AWA
576
Arete Wealth Advisors
Illinois
$341K -$337K -4,963 -50%
CPIG
577
Chicago Partners Investment Group
Illinois
$340K +$340K +4,265 New
EI
578
Ellevest Inc
New York
$340K +$1.29K +19 +0.4%
AAIM
579
American Assets Investment Management
California
$340K – – –
SI
580
Stonekeep Investments
New Mexico
$337K -$11.7K -172 -3%
CIS
581
Custom Index Systems
New York
$337K -$41.2K -606 -11%
PA
582
Parallel Advisors
California
$336K +$74.4K +1,096 +28%
EP
583
Edgestream Partners
New Jersey
$323K +$323K +4,754 New
MC
584
Moors & Cabot
Massachusetts
$319K -$55.4K -815 -15%
BJL
585
Brighton Jones LLC
Washington
$319K +$24.4K +359 +8%
CGH
586
Crossmark Global Holdings
Texas
$315K +$6.52K +96 +2%
ATS
587
Ashton Thomas Securities
New York
$314K -$611 -9 -0.2%
TFCP
588
Twin Focus Capital Partners
Massachusetts
$312K – – –
MFG
589
Merit Financial Group
Georgia
$312K +$312K +4,592 New
CAM
590
Cidel Asset Management
Ontario, Canada
$311K +$17.5K +257 +6%
LCM
591
Lazari Capital Management
California
$310K -$1.36K -20 -0.4%
AIA
592
AssuredPartners Investment Advisors
Florida
$310K +$310K +4,566 New
PPWP
593
Premier Path Wealth Partners
New Jersey
$309K -$21.6K -318 -7%
BFS
594
Bradley Foster & Sargent
Connecticut
$308K +$25.2K +371 +9%
RWB
595
RMR Wealth Builders
New Jersey
$303K +$29.5K +434 +11%
AWE
596
Avidian Wealth Enterprises
Texas
$302K -$883 -13 -0.3%
FIA
597
FNY Investment Advisers
New York
$301K +$301K +4,434 New
CPL
598
CAP Partners LLC
Tennessee
$299K +$9.85K +145 +3%
FSA
599
Financial Sense Advisors
California
$298K +$19.6K +289 +7%
RSWM
600
Robertson Stephens Wealth Management
California
$298K +$1.43K +21 +0.5%
22 23
24
25 26