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 %
AWE
651
Avidian Wealth Enterprises
Texas
$242K -$3.15K -58 -1%
GT
652
Greenleaf Trust
Michigan
$242K +$19.8K +364 +9%
MWM
653
Mindset Wealth Management
Indiana
$238K +$59.3K +1,092 +33%
CAU
654
Caxton Associates (UK)
$237K +$237K +4,370 New
RSWM
655
Robertson Stephens Wealth Management
California
$237K +$5.81K +107 +3%
BJL
656
Brighton Jones LLC
Washington
$235K -$17.3K -319 -7%
AWM
657
Axxcess Wealth Management
California
$235K -$93.4K -1,720 -28%
CAM
658
Cidel Asset Management
Ontario, Canada
$234K +$17K +312 +8%
GL
659
GHE LLC
Tennessee
$234K – – –
FG
660
Fairman Group
Pennsylvania
$234K – – –
AC
661
Addison Capital
Pennsylvania
$233K -$15.8K -290 -6%
PWPS
662
Pinnacle Wealth Planning Services
Ohio
$232K -$1.52K -28 -0.7%
CCM
663
Conway Capital Management
California
$232K – – –
CPL
664
CAP Partners LLC
Tennessee
$231K -$16.1K -297 -7%
LS
665
Livforsakringsbolaget Skandia
Sweden
$231K – – –
WWM
666
Western Wealth Management
Colorado
$231K -$12.4K -229 -5%
SB
667
Simmons Bank
Arkansas
$229K -$1.79K -33 -0.8%
FMLI
668
Fukoku Mutual Life Insurance
Japan
$226K -$147K -2,700 -39%
BFS
669
Bradley Foster & Sargent
Connecticut
$226K – – –
BA
670
Bluesphere Advisors
Pennsylvania
$225K -$31.6K -582 -12%
PGWM
671
Pitti Group Wealth Management
New York
$223K -$1.79K -33 -0.8%
FSA
672
Financial Sense Advisors
California
$222K -$2.98M -54,859 -93%
1WA
673
180 Wealth Advisors
Washington
$222K +$57.6K +1,061 +35%
FSA
674
Franklin Street Advisors
North Carolina
$222K -$1.64M -30,200 -88%
DC
675
Davenport & Co
Virginia
$221K +$1.3K +24 +0.6%
25 26
27
28 29