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XYZ

Block Inc

987 hedge funds and large institutions have $28.1B invested in Block Inc in 2025 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 323 increasing their positions, 367 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more capital invested

Capital invested by funds: $21.8B → $28.1B (+$6.3B)

2.77% more ownership

Funds ownership: 71.87%74.64% (+2.8%)

4% more call options, than puts

Call options by funds: $1.77B | Put options by funds: $1.71B

8% less first-time investments, than exits

New positions opened: 128 | Existing positions closed: 139

2% less funds holding

Funds holding: 1,009987 (-22)

12% less repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 367

23% less funds holding in top 10

Funds holding in top 10: 2217 (-5)

Holders
987
Holders Change
-22
Holders Change %
-2.18%
% of All Funds
13%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.22%
New
128
Increased
323
Reduced
367
Closed
139
Calls
$1.77B
Puts
$1.71B
Net Calls
+$61.5M
Net Calls Change
-$117M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
601
Cidel Asset Management
Ontario, Canada
$311K +$15K +257 +6%
LCM
602
Lazari Capital Management
California
$310K -$1.16K -20 -0.4%
AIA
603
AssuredPartners Investment Advisors
Florida
$310K +$266K +4,566 New
PPWP
604
Premier Path Wealth Partners
New Jersey
$309K -$18.5K -318 -7%
BFS
605
Bradley Foster & Sargent
Connecticut
$308K +$21.6K +371 +9%
RWB
606
RMR Wealth Builders
New Jersey
$303K +$25.3K +434 +11%
AWE
607
Avidian Wealth Enterprises
Texas
$302K -$756 -13 -0.3%
FIA
608
FNY Investment Advisers
New York
$301K +$258K +4,434 New
CPL
609
CAP Partners LLC
Tennessee
$299K +$8.44K +145 +3%
FSA
610
Financial Sense Advisors
California
$298K +$16.8K +289 +7%
RSWM
611
Robertson Stephens Wealth Management
California
$298K +$1.22K +21 +0.5%
SW
612
SteelPeak Wealth
California
$297K -$296K -5,096 -54%
WWM
613
Western Wealth Management
Colorado
$297K +$7.1K +122 +3%
FCH
614
Freestone Capital Holdings
Washington
$293K -$16.8K -289 -6%
VCM
615
Voleon Capital Management
California
$293K +$251K +4,309 New
HCM
616
Howard Capital Management
Georgia
$292K +$250K +4,301 New
MOS
617
MGO One Seven
Ohio
$291K -$136K -2,342 -35%
AC
618
Addison Capital
Pennsylvania
$291K
CCM
619
Conway Capital Management
California
$290K
FHA
620
Flagship Harbor Advisors
Massachusetts
$290K -$369K -6,334 -60%
BAM
621
Blueshift Asset Management
New Jersey
$289K -$72.4K -1,244 -23%
MWA
622
Moser Wealth Advisors
Washington
$289K -$93.6K -1,608 -27%
LS
623
Livforsakringsbolaget Skandia
Sweden
$289K
PGWM
624
Pitti Group Wealth Management
New York
$287K +$7.62K +131 +3%
WAP
625
Wealthcare Advisory Partners
Pennsylvania
$285K +$18K +309 +8%

XYZ Hedge Fund Activity: Q2 2025 in Review

987 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q2 2025, worth a combined $28.1B — up 29% from $21.8B a quarter earlier.

Sellers outnumbered buyers: 139 funds closed out of XYZ and 128 opened new positions — a net loss of 11 holders — while 367 trimmed existing stakes and 323 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.19B. The largest seller was Fidelity Investments, cutting an estimated $477M.

  • 987 institutional investors held Block Inc (XYZ) as of Q2 2025, down from 1,009 in Q1 2025.
  • Funds reported $28.1B of Block Inc stock for Q2 2025, up 29% quarter-over-quarter.
  • 128 funds opened new Block Inc positions in Q2 2025 and 139 closed out, a net change of -11 holders.
  • The largest Block Inc buyer in Q2 2025 was T. Rowe Price Associates, an estimated $1.19B added.
  • The largest Block Inc seller in Q2 2025 was Fidelity Investments, an estimated $477M sold.

Based on aggregated 13F filings for Q2 2025.