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 %
SS
576
Sunbelt Securities
Texas
$672K -$71.9K -822 -10%
TSS
577
Two Sigma Securities
New York
$668K -$2.61M -30,736 -80%
CA
578
Cache Advisors
California
$665K +$665K +7,830 New
1WM
579
1858 Wealth Management
Ohio
$662K +$662K +7,792 New
Two Sigma Investments
580
Two Sigma Investments
New York
$658K -$2.29M -26,956 -78%
CL
581
Choreo LLC
Illinois
$657K -$431K -4,941 -40%
MAS
582
Meeder Advisory Services
Ohio
$651K +$56.6K +666 +10%
USWG
583
U.S. Wealth Group
New York
$648K +$648K +7,630 New
BP
584
Ballentine Partners
Massachusetts
$645K +$98.8K +1,162 +18%
RIA
585
Realta Investment Advisors
Delaware
$637K -$206K -2,234 -24%
BPC
586
Banque Pictet & Cie
Switzerland
$629K – – –
O
587
Ossiam
France
$629K -$253K -2,977 -29%
KWM
588
Kingsview Wealth Management
Oregon
$628K +$628K +7,387 New
KIA
589
Knollwood Investment Advisory
Maryland
$621K – – –
TFA
590
Toth Financial Advisory
Virginia
$620K +$617K +7,260 +18,150%
GPWM
591
Grant Private Wealth Management
California
$618K +$618K +7,272 New
AWM
592
Avior Wealth Management
Nebraska
$617K -$24.1K -283 -4%
CCC
593
Chesapeake Capital Corp
Florida
$601K +$601K +7,073 New
S
594
SignatureFD
Georgia
$598K +$18K +212 +3%
BHCM
595
Brevan Howard Capital Management
Jersey
$594K +$594K +6,993 New
IA
596
IFP Advisors
Florida
$587K +$285K +3,351 +94%
CI Investments Inc
597
CI Investments Inc
Ontario, Canada
$586K +$361K +4,246 +160%
FMLI
598
Fukoku Mutual Life Insurance
Japan
$584K – – –
MCC
599
Malaga Cove Capital
California
$584K -$2.3K -27 -0.4%
KWA
600
Kingswood Wealth Advisors
California
$576K +$576K +6,778 New
22 23
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