XYZ

Block, Inc.
XYZ

Overview Fund Activity

993 hedge funds and large institutions have $21.2B invested in Block, Inc. in 2025 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 329 increasing their positions, 384 reducing their positions, and 227 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
993
Holders Change
-128
Holders Change %
-11.42%
% of All Funds
13.49%
Holding in Top 10
21
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-27.59%
% of All Funds
0.29%
New
120
Increased
329
Reduced
384
Closed
227
Calls
$1.38B
Puts
$1.2B
Net Calls
+$179M
Net Calls Change
+$167M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.06B
2
DZ Bank
DZ Bank
Germany
+$298M
3
DIG
Dragoneer Investment Group
California
+$223M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$160M
5
Tiger Global Management
Tiger Global Management
New York
+$102M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$668M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$322M
3
LPC
Lone Pine Capital
Connecticut
-$320M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$205M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
576
SignatureFD
Georgia
$353K -$29.4K -542 -8%
JWCA
577
J.W. Cole Advisors
Florida
$352K +$352K +6,473 New
BCI
578
Brinker Capital Investments
Pennsylvania
$351K -$245K -4,502 -41%
OPS
579
Orion Portfolio Solutions
Nebraska
$351K -$245K -4,502 -41%
RIA
580
Realta Investment Advisors
Delaware
$350K -$25.4K -467 -7%
I
581
InceptionR
California
$349K -$106K -1,954 -23%
NP
582
Nilsine Partners
Colorado
$349K -$18.6K -342 -5%
JC
583
JB Capital
Connecticut
$347K -$869 -16 -0.3%
CF
584
Corebridge Financial
Texas
$344K -$12.6K -231 -4%
OF
585
Optimize Financial
California
$343K +$57.9K +1,066 +20%
SC
586
Savant Capital
Illinois
$342K +$15.1K +277 +5%
DA
587
Doliver Advisors
Texas
$341K -$1.3K -24 -0.4%
EDRH
588
Edmond de Rothschild Holding
Switzerland
$337K +$92.4K +1,700 +38%
UB
589
UMB Bank
Missouri
$335K -$2.73M -50,287 -89%
PPA
590
Painted Porch Advisors
California
$335K – – –
V
591
ViaWealth
Kansas
$332K +$48.9K +900 +17%
MA
592
MBA Advisors
Pennsylvania
$329K -$4.35K -80 -1%
SC
593
Scotia Capital
Ontario, Canada
$327K -$1.28M -23,570 -80%
BTWM
594
Baker Tilly Wealth Management
Wisconsin
$324K +$17.9K +330 +6%
MCM
595
MAI Capital Management
Ohio
$323K -$435 -8 -0.1%
MAS
596
Meeder Advisory Services
Ohio
$321K -$95.6K -1,759 -23%
FAIM
597
Financial Advocates Investment Management
Washington
$321K -$34K -625 -10%
SSB
598
Sandy Spring Bank
Maryland
$320K – – –
PWP
599
Prasad Wealth Partners
Ohio
$320K -$2.39K -44 -0.7%
MWA
600
Moser Wealth Advisors
Washington
$319K -$21.7K -400 -6%
22 23
24
25 26