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 %
CTA
626
Chesley Taft & Associates
Illinois
$282K +$89.6K +1,650 +47%
IWM
627
IHT Wealth Management
Illinois
$280K -$9.18K -169 -3%
SI
628
Stonekeep Investments
New Mexico
$279K +$29K +534 +12%
PWG
629
Portside Wealth Group
Utah
$278K +$32.4K +596 +13%
RC
630
Rahlfs Capital
Texas
$278K +$16.3K +300 +6%
WB
631
WesBanco Bank
West Virginia
$272K – – –
AAIM
632
American Assets Investment Management
California
$272K – – –
EI
633
Ellevest Inc
New York
$271K -$16.3K -300 -6%
SMH
634
Sanders Morris Harris
Texas
$269K – – –
AGM
635
Alpine Global Management
New York
$268K +$268K +4,936 New
C
636
Certuity
Florida
$266K +$50.6K +926 +23%
RCAG
637
Rehmann Capital Advisory Group
Michigan
$265K +$265K +4,883 New
PPWP
638
Premier Path Wealth Partners
New Jersey
$264K -$83.9K -1,545 -24%
HIA
639
Harbor Investment Advisory
Maryland
$257K -$272 -5 -0.1%
UBP
640
Union Bancaire Privee
Switzerland
$253K -$31.4K -522 -11%
ATS
641
Ashton Thomas Securities
New York
$252K -$3.8K -70 -1%
FCH
642
Freestone Capital Holdings
Washington
$250K -$30.8K -567 -11%
TFCP
643
Twin Focus Capital Partners
Massachusetts
$250K +$250K +4,600 New
LCM
644
Lazari Capital Management
California
$249K – – –
HAG
645
HighPoint Advisor Group
Illinois
$249K +$23.9K +401 +11%
EPA
646
Element Pointe Advisors
Florida
$249K -$2.45K -45 -1%
NP
647
NorthRock Partners
Minnesota
$249K +$55.9K +1,029 +29%
CGH
648
Crossmark Global Holdings
Texas
$247K -$2.23K -41 -0.9%
CA
649
Carson Advisory
Georgia
$244K +$40.7K +750 +20%
AFP
650
Ausdal Financial Partners
Iowa
$243K +$84.3K +1,551 +53%
24 25
26
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