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XYZ

Block Inc

1,137 hedge funds and large institutions have $33.9B invested in Block Inc in 2024 Q4 according to their latest regulatory filings, with 268 funds opening new positions, 369 increasing their positions, 345 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 268 | Existing positions closed: 95

32% more capital invested

Capital invested by funds: $25.8B → $33.9B (+$8.12B)

16% more funds holding in top 10

Funds holding in top 10: 2529 (+4)

15% more funds holding

Funds holding: 9861,137 (+151)

2.69% more ownership

Funds ownership: 69.09%71.78% (+2.7%)

7% more repeat investments, than reductions

Existing positions increased: 369 | Existing positions reduced: 345

1% more call options, than puts

Call options by funds: $2.52B | Put options by funds: $2.51B

Holders
1,137
Holders Change
+151
Holders Change %
+15.31%
% of All Funds
14.98%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.38%
New
268
Increased
369
Reduced
345
Closed
95
Calls
$2.52B
Puts
$2.51B
Net Calls
+$15.5M
Net Calls Change
+$268M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
576
Tower Research Capital (TRC)
New York
$703K +$148K +1,799 +28%
UCFA
577
United Capital Financial Advisors
Texas
$701K -$16.9K -206 -2%
FFM
578
Forum Financial Management
Illinois
$698K +$101K +1,228 +18%
AFAS
579
Acorn Financial Advisory Services
Virginia
$696K -$36.3K -442 -5%
SCA
580
Snowden Capital Advisors
New York
$688K +$17.9K +218 +3%
WAP
581
Wealthcare Advisory Partners
Pennsylvania
$685K +$58.8K +717 +10%
Fisher Asset Management
582
Fisher Asset Management
Washington
$678K -$40.5K -494 -6%
JRP
583
Jasper Ridge Partners
California
$674K
SS
584
Sunbelt Securities
Texas
$672K -$67.4K -822 -10%
TSS
585
Two Sigma Securities
New York
$668K -$2.52M -30,736 -80%
CA
586
Cache Advisors
California
$665K +$642K +7,830 New
1WM
587
1858 Wealth Management
Ohio
$662K +$639K +7,792 New
Two Sigma Investments
588
Two Sigma Investments
New York
$658K -$2.21M -26,956 -78%
CL
589
Choreo LLC
Illinois
$657K -$405K -4,941 -40%
MAS
590
Meeder Advisory Services
Ohio
$651K +$54.6K +666 +10%
USWG
591
U.S. Wealth Group
New York
$648K +$626K +7,630 New
BP
592
Ballentine Partners
Massachusetts
$645K +$95.3K +1,162 +18%
RIA
593
Realta Investment Advisors
Delaware
$637K -$183K -2,234 -24%
BPC
594
Banque Pictet & Cie
Switzerland
$629K
O
595
Ossiam
France
$629K -$244K -2,977 -29%
KWM
596
Kingsview Wealth Management
Oregon
$628K +$606K +7,387 New
KIA
597
Knollwood Investment Advisory
Maryland
$621K
TFA
598
Toth Financial Advisory
Virginia
$620K +$596K +7,260 +18,150%
GPWM
599
Grant Private Wealth Management
California
$618K +$597K +7,272 New
AWM
600
Avior Wealth Management
Nebraska
$617K -$23.2K -283 -4%

XYZ Hedge Fund Activity: Q4 2024 in Review

1,137 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q4 2024, worth a combined $33.9B — up 32% from $25.8B a quarter earlier.

Buyers outnumbered sellers: 268 funds opened new XYZ positions and 95 closed out — a net gain of 173 holders — while 369 added to existing stakes and 345 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $534M. The largest seller was Lone Pine Capital, cutting an estimated $320M.

  • 1,137 institutional investors held Block Inc (XYZ) as of Q4 2024, up from 986 in Q3 2024.
  • Funds reported $33.9B of Block Inc stock for Q4 2024, up 32% quarter-over-quarter.
  • 268 funds opened new Block Inc positions in Q4 2024 and 95 closed out, a net change of +173 holders.
  • The largest Block Inc buyer in Q4 2024 was T. Rowe Price Associates, an estimated $534M added.
  • The largest Block Inc seller in Q4 2024 was Lone Pine Capital, an estimated $320M sold.

Based on aggregated 13F filings for Q4 2024.