We are live on ! Find out more
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
PS
626
Principal Securities
Iowa
$523K +$12.2K +149 +2%
MA
627
MBA Advisors
Pennsylvania
$522K +$504K +6,142 New
ICP
628
Interchange Capital Partners
Pennsylvania
$518K -$175K -2,131 -26%
IAN
629
Integrated Advisors Network
Texas
$516K -$267K -3,250 -35%
AWM
630
Axxcess Wealth Management
California
$514K -$473K -5,763 -49%
CM
631
Capula Management
Cayman Islands
$512K +$494K +6,026 New
SC
632
Savant Capital
Illinois
$511K +$29K +353 +6%
MUAMU
633
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$510K +$492K +6,000 New
CIA
634
Concurrent Investment Advisors
Florida
$509K +$15.3K +186 +3%
MCM
635
MAI Capital Management
Ohio
$506K +$10.7K +131 +2%
CANY
636
Caxton Associates (New York)
New York
$504K +$487K +5,934 New
PWP
637
Prasad Wealth Partners
Ohio
$504K +$486K +5,929 New
SSB
638
Sandy Spring Bank
Maryland
$501K -$2.05K -25 -0.4%
CCP
639
Clarity Capital Partners
California
$497K -$123K -1,501 -20%
PWA
640
Prairie Wealth Advisors
Nebraska
$494K -$25K -305 -5%
GWM
641
Geneos Wealth Management
Colorado
$485K -$2.95K -36 -0.6%
AWA
642
Aaron Wealth Advisors
Illinois
$484K +$20.8K +253 +5%
CI
643
Cigna Investments
Connecticut
$484K -$4.84K -59 -1%
BTWM
644
Baker Tilly Wealth Management
Wisconsin
$479K +$18K +219 +4%
OIA
645
OneDigital Investment Advisors
Kansas
$473K -$84.1K -1,025 -16%
ACA
646
Atlas Capital Advisors
Wyoming
$466K
SOW
647
State of Wyoming
Wyoming
$466K +$371K +4,522 +471%
CIAS
648
Capital Investment Advisory Services
North Carolina
$465K -$1.48K -18 -0.3%
DCM
649
Dudley Capital Management
Virginia
$463K +$447K +5,453 New
CIM
650
CIM Investment Management
Pennsylvania
$460K -$1.72K -21 -0.4%

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.