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 %
FCH
651
Freestone Capital Holdings
Washington
$439K -$10.5K -124 -2%
MA
652
Mutual Advisors
Nebraska
$435K +$43K +498 +11%
AG
653
Ascent Group
Virginia
$428K +$428K +5,034 New
LNWWM
654
Laird Norton Wetherby Wealth Management
California
$427K -$150K -1,764 -26%
WB
655
WesBanco Bank
West Virginia
$425K – – –
AAIM
656
American Assets Investment Management
California
$425K – – –
UBP
657
Union Bancaire Privee
Switzerland
$421K +$421K +4,728 New
HCA
658
Harbor Capital Advisors
Illinois
$416K -$255K -3,002 -38%
SMH
659
Sanders Morris Harris
Texas
$416K – – –
Lido Advisors
660
Lido Advisors
California
$415K +$46.3K +545 +13%
AGDI
661
Absolute Gestao de Investimentos
Brazil
$415K +$415K +4,879 New
SW
662
SVB Wealth
Massachusetts
$411K +$411K +4,840 New
EFG
663
Everhart Financial Group
Ohio
$409K +$49.6K +584 +14%
RC
664
Rahlfs Capital
Texas
$409K +$409K +4,808 New
HIA
665
Harbor Investment Advisory
Maryland
$402K +$95.6K +1,125 +31%
BA
666
Bluesphere Advisors
Pennsylvania
$402K +$49.5K +582 +14%
CAM
667
CenterStar Asset Management
Illinois
$401K +$401K +4,715 New
ATS
668
Ashton Thomas Securities
New York
$400K +$8.41K +99 +2%
AM
669
AGF Management
Ontario, Canada
$399K +$399K +4,690 New
BJL
670
Brighton Jones LLC
Washington
$395K +$38.6K +454 +11%
EPA
671
Element Pointe Advisors
Florida
$393K – – –
T
672
TOBAM
France
$393K +$54K +635 +16%
SI
673
Stonekeep Investments
New Mexico
$391K +$68.4K +805 +21%
CGH
674
Crossmark Global Holdings
Texas
$390K -$4.94K -58 -1%
LCM
675
Lazari Capital Management
California
$390K -$17K -200 -4%
25 26
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