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 %
SW
601
SteelPeak Wealth
California
$297K -$346K -5,096 -54%
WWM
602
Western Wealth Management
Colorado
$297K +$8.29K +122 +3%
FCH
603
Freestone Capital Holdings
Washington
$293K -$19.6K -289 -6%
VCM
604
Voleon Capital Management
California
$293K +$293K +4,309 New
HCM
605
Howard Capital Management
Georgia
$292K +$292K +4,301 New
MOS
606
MGO One Seven
Ohio
$291K -$159K -2,342 -35%
AC
607
Addison Capital
Pennsylvania
$291K – – –
CCM
608
Conway Capital Management
California
$290K – – –
FHA
609
Flagship Harbor Advisors
Massachusetts
$290K -$430K -6,334 -60%
BAM
610
Blueshift Asset Management
New Jersey
$289K -$84.5K -1,244 -23%
MWA
611
Moser Wealth Advisors
Washington
$289K -$109K -1,608 -27%
LS
612
Livforsakringsbolaget Skandia
Sweden
$289K – – –
PGWM
613
Pitti Group Wealth Management
New York
$287K +$8.9K +131 +3%
WAP
614
Wealthcare Advisory Partners
Pennsylvania
$285K +$21K +309 +8%
MA
615
Mutual Advisors
Nebraska
$285K -$3.55K -44 -1%
PWPS
616
Pinnacle Wealth Planning Services
Ohio
$283K -$7.13K -105 -2%
AWAU
617
Alliance Wealth Advisors (Utah)
Utah
$283K +$283K +4,164 New
HAG
618
HighPoint Advisor Group
Illinois
$281K -$3.33K -49 -1%
WSFS
619
Wilmington Savings Fund Society
Delaware
$279K +$75.1K +1,105 +37%
DWT
620
Dorsey & Whitney Trust
South Dakota
$279K +$10.7K +158 +4%
MA
621
MCF Advisors
Kentucky
$275K – – –
TAM
622
Titleist Asset Management
Texas
$273K -$3.4K -50 -1%
LNWWM
623
Laird Norton Wetherby Wealth Management
California
$273K +$273K +4,016 New
CCM
624
Chaney Capital Management
Washington
$270K – – –
CPA
625
Cardiff Park Advisors
California
$269K – – –
23 24
25
26 27