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 %
FFA
601
Farther Finance Advisors
California
$318K +$72.1K +1,301 +29%
SOW
602
State of Wyoming
Wyoming
$317K +$19.5K +359 +7%
KMWM
603
Keudell/Morrison Wealth Management
Oregon
$317K +$30K +552 +10%
DWM
604
Drive Wealth Management
Utah
$317K -$972K -17,900 -75%
KWA
605
Kingswood Wealth Advisors
California
$317K -$52K -955 -14%
CIAS
606
Capital Investment Advisory Services
North Carolina
$315K +$17.9K +330 +6%
PCA
607
Private Capital Advisors
Connecticut
$315K -$9.74M -179,253 -97%
LWM
608
LJI Wealth Management
Indiana
$313K +$313K +5,770 New
TCM
609
Teza Capital Management
Illinois
$307K +$307K +5,645 New
CI
610
Cigna Investments
Connecticut
$306K -$3.53K -65 -1%
OIA
611
OneDigital Investment Advisors
Kansas
$303K +$163 +3 +0.1%
CIS
612
Custom Index Systems
New York
$303K +$303K +5,569 New
MC
613
Moors & Cabot
Massachusetts
$300K -$67.3K -1,239 -18%
BAM
614
Blueshift Asset Management
New Jersey
$299K -$166K -3,052 -36%
ACA
615
Atlas Capital Advisors
Wyoming
$298K – – –
GFG
616
Goldstone Financial Group
Illinois
$297K +$150K +2,758 +102%
DIM
617
DC Investments Management
Virginia
$295K +$295K +5,438 New
CIM
618
CIM Investment Management
Pennsylvania
$292K -$1.85K -34 -0.6%
AWM
619
Avior Wealth Management
Nebraska
$291K -$103K -1,900 -26%
TSWM
620
Tyler-Stone Wealth Management
Ohio
$291K -$2.17K -40 -0.7%
VFA
621
Valeo Financial Advisors
Indiana
$286K +$102K +1,877 +55%
AG
622
Ascent Group
Virginia
$286K +$12K +221 +4%
WKSWA
623
White Knight Strategic Wealth Advisors
New Jersey
$285K -$371K -6,834 -57%
AWA
624
Aaron Wealth Advisors
Illinois
$283K -$26.1K -481 -8%
SAM
625
Seelaus Asset Management
New Jersey
$283K +$283K +5,210 New
23 24
25
26 27