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 %
MCM
626
MAI Capital Management
Ohio
$506K +$11.1K +131 +2%
CANY
627
Caxton Associates (New York)
New York
$504K +$504K +5,934 New
PWP
628
Prasad Wealth Partners
Ohio
$504K +$504K +5,929 New
SSB
629
Sandy Spring Bank
Maryland
$501K -$2.13K -25 -0.4%
CCP
630
Clarity Capital Partners
California
$497K -$128K -1,501 -20%
PWA
631
Prairie Wealth Advisors
Nebraska
$494K -$25.9K -305 -5%
GWM
632
Geneos Wealth Management
Colorado
$485K -$3.06K -36 -0.6%
AWA
633
Aaron Wealth Advisors
Illinois
$484K +$21.5K +253 +5%
CI
634
Cigna Investments
Connecticut
$484K -$5.01K -59 -1%
BTWM
635
Baker Tilly Wealth Management
Wisconsin
$479K +$18.6K +219 +4%
OIA
636
OneDigital Investment Advisors
Kansas
$473K -$87.1K -1,025 -16%
ACA
637
Atlas Capital Advisors
Wyoming
$466K – – –
SOW
638
State of Wyoming
Wyoming
$466K +$384K +4,522 +471%
CIAS
639
Capital Investment Advisory Services
North Carolina
$465K -$1.53K -18 -0.3%
DCM
640
Dudley Capital Management
Virginia
$463K +$463K +5,453 New
CIM
641
CIM Investment Management
Pennsylvania
$460K -$1.79K -21 -0.4%
TSWM
642
Tyler-Stone Wealth Management
Ohio
$458K – – –
GFA
643
Gallagher Fiduciary Advisors
Illinois
$458K +$10.3K +121 +2%
IWM
644
IHT Wealth Management
Illinois
$452K -$41.7K -491 -8%
KMWM
645
Keudell/Morrison Wealth Management
Oregon
$449K – – –
EI
646
Ellevest Inc
New York
$449K +$1.28K +15 +0.3%
OF
647
Optimize Financial
California
$446K +$446K +5,244 New
V
648
ViaWealth
Kansas
$443K -$44.6K -525 -9%
WIA
649
Wealthedge Investment Advisors
New York
$443K +$443K +5,215 New
HFM
650
Harvest Fund Management
China
$443K +$296K +3,479 +202%
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