XYZ

Block Inc

1,003 hedge funds and large institutions have $31.5B invested in Block Inc in 2025 Q3 according to their latest regulatory filings, with 174 funds opening new positions, 350 increasing their positions, 332 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

5% more repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 332

3% more call options, than puts

Call options by funds: $1.82B | Put options by funds: $1.76B

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
1,003
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.82B
Puts
$1.76B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
601
Western Wealth Management
Colorado
$324K
CA
602
Clearstead Advisors
Ohio
$323K
HCM
603
Howard Capital Management
Georgia
$321K
DWM
604
Daner Wealth Management
Georgia
$320K
EW
605
Evexia Wealth
Wisconsin
$318K
GI
606
GAMMA Investing
California
$316K
RSWM
607
Robertson Stephens Wealth Management
California
$315K
LNWWM
608
Laird Norton Wetherby Wealth Management
California
$315K
IWA
609
Icon Wealth Advisors
Texas
$315K
GRP
610
Global Retirement Partners
California
$313K
SS
611
Sunbelt Securities
Texas
$312K
LCM
612
Lazari Capital Management
California
$311K
BOTPPF
613
Board of the Pension Protection Fund
United Kingdom
$311K
CCM
614
Conway Capital Management
California
$309K
ASN
615
Advisory Services Network
Georgia
$307K
FCH
616
Freestone Capital Holdings
Washington
$306K
DWT
617
Dorsey & Whitney Trust
South Dakota
$303K
BC
618
Bayforest Capital
United Kingdom
$303K
MWM
619
Mindset Wealth Management
Indiana
$302K
MC
620
Moors & Cabot
Massachusetts
$300K
EFG
621
Everhart Financial Group
Ohio
$298K
ECM
622
Evergreen Capital Management
Washington
$295K
PWPS
623
Pinnacle Wealth Planning Services
Ohio
$294K
CIAS
624
Capital Investment Advisory Services
North Carolina
$293K
LS
625
Livforsakringsbolaget Skandia
Sweden
$293K