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 %
SIC
651
Salem Investment Counselors
North Carolina
$249K +$88.1K +1,297 +55%
MAS
652
MPWM Advisory Solutions
Georgia
$245K +$205K +3,011 +504%
IFA
653
Index Fund Advisors
California
$244K +$244K +3,598 New
DAS
654
Dynamic Advisor Solutions
Arizona
$244K +$244K +3,594 New
PCG
655
Prosperity Consulting Group
Maryland
$241K -$25K -368 -9%
CTC
656
Central Trust Company
Missouri
$240K +$6.25K +92 +3%
QCG
657
Quadrant Capital Group
Ohio
$239K +$215K +3,163 +899%
CAM
658
Covenant Asset Management
New Jersey
$239K +$239K +3,515 New
I
659
InceptionR
California
$238K -$198K -2,922 -45%
JCM
660
Jacobi Capital Management
Pennsylvania
$234K +$234K +3,450 New
WWM
661
Westwood Wealth Management
California
$234K +$234K +3,450 New
CWM
662
Cornerstone Wealth Management
Missouri
$234K -$17K -250 -7%
MWM
663
Mascagni Wealth Management
Mississippi
$229K +$229K +3,365 New
GRP
664
Global Retirement Partners
California
$227K +$227K +3,347 New
BA
665
Bridgewater Advisors
New York
$226K +$226K +2,891 New
Empower Advisory Group
666
Empower Advisory Group
Colorado
$224K +$224K +3,298 New
FRA
667
Frank Rimerman Advisors
California
$223K -$40.2K -592 -15%
PAM
668
Panagora Asset Management
Massachusetts
$221K -$1.86M -27,329 -89%
RCAG
669
Rehmann Capital Advisory Group
Michigan
$221K -$111K -1,634 -33%
BC
670
Bayforest Capital
United Kingdom
$220K -$518K -7,632 -70%
SWM
671
SilverOak Wealth Management
Minnesota
$218K +$218K +3,204 New
PCMH
672
Polymer Capital Management (HK)
Hong Kong
$217K +$217K +3,200 New
Allspring Global Investments
673
Allspring Global Investments
North Carolina
$216K +$216K +3,164 New
PIA
674
Perennial Investment Advisors
California
$215K +$215K +3,169 New
TPCW
675
TD Private Client Wealth
New York
$212K +$42.3K +622 +25%
25 26
27
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