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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
TSWM
651
Tyler-Stone Wealth Management
Ohio
$458K
GFA
652
Gallagher Fiduciary Advisors
Illinois
$458K +$9.93K +121 +2%
IWM
653
IHT Wealth Management
Illinois
$452K -$40.3K -491 -8%
KMWM
654
Keudell/Morrison Wealth Management
Oregon
$449K
EI
655
Ellevest Inc
New York
$449K +$1.23K +15 +0.3%
OF
656
Optimize Financial
California
$446K +$430K +5,244 New
V
657
ViaWealth
Kansas
$443K -$43.1K -525 -9%
WIA
658
Wealthedge Investment Advisors
New York
$443K +$428K +5,215 New
HFM
659
Harvest Fund Management
China
$443K +$285K +3,479 +202%
FCH
660
Freestone Capital Holdings
Washington
$439K -$10.2K -124 -2%
MA
661
Mutual Advisors
Nebraska
$435K +$40.9K +498 +11%
AG
662
Ascent Group
Virginia
$428K +$413K +5,034 New
LNWWM
663
Laird Norton Wetherby Wealth Management
California
$427K -$145K -1,764 -26%
WB
664
WesBanco Bank
West Virginia
$425K
AAIM
665
American Assets Investment Management
California
$425K
UBP
666
Union Bancaire Privee
Switzerland
$421K +$388K +4,728 New
HCA
667
Harbor Capital Advisors
Illinois
$416K -$246K -3,002 -38%
SMH
668
Sanders Morris Harris
Texas
$416K
Lido Advisors
669
Lido Advisors
California
$415K +$44.7K +545 +13%
AGDI
670
Absolute Gestao de Investimentos
Brazil
$415K +$400K +4,879 New
SW
671
SVB Wealth
Massachusetts
$411K +$397K +4,840 New
EFG
672
Everhart Financial Group
Ohio
$409K +$47.9K +584 +14%
RC
673
Rahlfs Capital
Texas
$409K +$394K +4,808 New
HIA
674
Harbor Investment Advisory
Maryland
$402K +$92.3K +1,125 +31%
BA
675
Bluesphere Advisors
Pennsylvania
$402K +$47.7K +582 +14%

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.