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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
CCC
601
Chesapeake Capital Corp
Florida
$601K +$580K +7,073 New
S
602
SignatureFD
Georgia
$598K +$17.4K +212 +3%
BHCM
603
Brevan Howard Capital Management
Jersey
$594K +$574K +6,993 New
IA
604
IFP Advisors
Florida
$587K +$275K +3,351 +94%
CI Investments Inc
605
CI Investments Inc
Ontario, Canada
$586K +$348K +4,246 +160%
FMLI
606
Fukoku Mutual Life Insurance
Japan
$584K
MCC
607
Malaga Cove Capital
California
$584K -$2.21K -27 -0.4%
KWA
608
Kingswood Wealth Advisors
California
$576K +$556K +6,778 New
TCM
609
Tran Capital Management
California
$575K
NP
610
Nilsine Partners
Colorado
$575K +$47.7K +582 +9%
MC
611
Moors & Cabot
Massachusetts
$574K +$25.6K +312 +5%
AWA
612
Arete Wealth Advisors
Illinois
$570K +$77.3K +942 +16%
UWS
613
Unique Wealth Strategies
Illinois
$567K +$548K +6,676 New
CF
614
Corebridge Financial
Texas
$557K -$27.7K -338 -5%
FAIM
615
Financial Advocates Investment Management
Washington
$554K +$13.5K +165 +3%
SF
616
Synovus Financial
Georgia
$550K -$304K -3,707 -36%
PPWP
617
Premier Path Wealth Partners
New Jersey
$545K +$41.7K +508 +9%
JC
618
JB Capital
Connecticut
$544K +$37.6K +458 +8%
MIP
619
Marietta Investment Partners
Wisconsin
$536K +$518K +6,311 New
DA
620
Doliver Advisors
Texas
$536K -$2.87K -35 -0.6%
BFM
621
Boothbay Fund Management
New York
$533K -$189K -2,302 -27%
MWA
622
Moser Wealth Advisors
Washington
$532K
VT
623
Vise Technologies
New York
$532K +$80.2K +978 +19%
WWM
624
Whalen Wealth Management
Nevada
$527K +$509K +6,202 New
PPA
625
Painted Porch Advisors
California
$525K +$499K +6,087 +7,161%

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.