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 %
AF
626
Allworth Financial
California
$269K +$50.5K +743 +23%
MAS
627
Meeder Advisory Services
Ohio
$269K -$132K -1,944 -33%
AWM
628
Axxcess Wealth Management
California
$269K -$25K -368 -9%
EW
629
Evexia Wealth
Wisconsin
$268K +$268K +3,674 New
AM
630
AGF Management
Ontario, Canada
$267K +$1.49K +22 +0.6%
IWN
631
Independent Wealth Network
Iowa
$266K +$266K +3,922 New
MWM
632
Mindset Wealth Management
Indiana
$266K -$32.1K -472 -11%
SIG
633
Sargent Investment Group
Maryland
$266K +$266K +3,490 New
HIC
634
Hartline Investment Corp
Illinois
$265K -$7.1M -104,459 -96%
TC
635
TwinBeech Capital
New York
$265K -$4.2M -61,782 -94%
SC
636
Scotia Capital
Ontario, Canada
$264K -$145K -2,128 -35%
DWM
637
Daner Wealth Management
Georgia
$264K +$264K +3,541 New
VIP
638
Vista Investment Partners
Oklahoma
$264K +$264K +3,885 New
FMLI
639
Fukoku Mutual Life Insurance
Japan
$264K -$19.6K -288 -7%
WKSWA
640
White Knight Strategic Wealth Advisors
New Jersey
$261K -$95.4K -1,405 -27%
GT
641
Greenleaf Trust
Michigan
$261K -$41.2K -606 -14%
SAM
642
Secure Asset Management
Michigan
$261K -$638K -9,395 -71%
SF
643
Synovus Financial
Georgia
$261K -$1.77K -26 -0.7%
Acadian Asset Management
644
Acadian Asset Management
Massachusetts
$260K -$489K -7,220 -65%
EW
645
Evoke Wealth
California
$256K -$7.16M -105,339 -97%
LFA
646
Legacy Financial Advisors
Kentucky
$255K +$4.42K +65 +2%
HIA
647
Harbor Investment Advisory
Maryland
$254K -$67.3K -990 -21%
IWM
648
IHT Wealth Management
Illinois
$253K -$96.5K -1,420 -28%
KWA
649
Kingswood Wealth Advisors
California
$252K -$143K -2,107 -36%
VW
650
Vance Wealth
California
$251K +$251K +3,692 New
24 25
26
27 28