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 %
TCM
601
Tran Capital Management
California
$575K – – –
NP
602
Nilsine Partners
Colorado
$575K +$49.5K +582 +9%
MC
603
Moors & Cabot
Massachusetts
$574K +$26.5K +312 +5%
AWA
604
Arete Wealth Advisors
Illinois
$570K +$80.2K +942 +16%
CF
605
Corebridge Financial
Texas
$557K -$28.7K -338 -5%
FAIM
606
Financial Advocates Investment Management
Washington
$554K +$14K +165 +3%
SF
607
Synovus Financial
Georgia
$550K -$315K -3,707 -36%
PPWP
608
Premier Path Wealth Partners
New Jersey
$545K +$43.2K +508 +9%
JC
609
JB Capital
Connecticut
$544K +$38.9K +458 +8%
MIP
610
Marietta Investment Partners
Wisconsin
$536K +$536K +6,311 New
DA
611
Doliver Advisors
Texas
$536K -$2.98K -35 -0.6%
BFM
612
Boothbay Fund Management
New York
$533K -$196K -2,302 -27%
MWA
613
Moser Wealth Advisors
Washington
$532K – – –
VT
614
Vise Technologies
New York
$532K +$83.1K +978 +19%
WWM
615
Whalen Wealth Management
Nevada
$527K +$527K +6,202 New
PPA
616
Painted Porch Advisors
California
$525K +$517K +6,087 +7,161%
PS
617
Principal Securities
Iowa
$523K +$12.7K +149 +2%
MA
618
MBA Advisors
Pennsylvania
$522K +$522K +6,142 New
ICP
619
Interchange Capital Partners
Pennsylvania
$518K -$181K -2,131 -26%
IAN
620
Integrated Advisors Network
Texas
$516K -$276K -3,250 -35%
AWM
621
Axxcess Wealth Management
California
$514K -$490K -5,763 -49%
CM
622
Capula Management
Cayman Islands
$512K +$512K +6,026 New
SC
623
Savant Capital
Illinois
$511K +$30K +353 +6%
MUAMU
624
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$510K +$510K +6,000 New
CIA
625
Concurrent Investment Advisors
Florida
$509K +$15.8K +186 +3%
23 24
25
26 27