XYZ

Block Inc

994 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, 330 increasing their positions, 383 reducing their positions, and 228 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

28% less funds holding in top 10

Funds holding in top 10: 2921 (-8)

37% less capital invested

Capital invested by funds: $33.8B → $21.2B (-$12.6B)

47% less first-time investments, than exits

New positions opened: 120 | Existing positions closed: 228

Holders
994
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.38B
Puts
$1.2B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CTA
626
Chesley Taft & Associates
Illinois
$282K
IWM
627
IHT Wealth Management
Illinois
$280K
SI
628
Stonekeep Investments
New Mexico
$279K
PWG
629
Portside Wealth Group
Utah
$278K
RC
630
Rahlfs Capital
Texas
$278K
WB
631
WesBanco Bank
West Virginia
$272K
AAIM
632
American Assets Investment Management
California
$272K
EI
633
Ellevest Inc
New York
$271K
SMH
634
Sanders Morris Harris
Texas
$269K
AGM
635
Alpine Global Management
New York
$268K
C
636
Certuity
Florida
$266K
RCAG
637
Rehmann Capital Advisory Group
Michigan
$265K
PPWP
638
Premier Path Wealth Partners
New Jersey
$264K
HIA
639
Harbor Investment Advisory
Maryland
$257K
UBP
640
Union Bancaire Privee
Switzerland
$253K
ATS
641
Ashton Thomas Securities
New York
$252K
FCH
642
Freestone Capital Holdings
Washington
$250K
TFCP
643
Twin Focus Capital Partners
Massachusetts
$250K
LCM
644
Lazari Capital Management
California
$249K
HAG
645
HighPoint Advisor Group
Illinois
$249K
EPA
646
Element Pointe Advisors
Florida
$249K
NP
647
NorthRock Partners
Minnesota
$249K
CGH
648
Crossmark Global Holdings
Texas
$247K
CA
649
Carson Advisory
Georgia
$244K
AFP
650
Ausdal Financial Partners
Iowa
$243K