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XYZ

Block Inc

987 hedge funds and large institutions have $28.1B invested in Block Inc in 2025 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 323 increasing their positions, 367 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more capital invested

Capital invested by funds: $21.8B → $28.1B (+$6.3B)

2.77% more ownership

Funds ownership: 71.87%74.64% (+2.8%)

4% more call options, than puts

Call options by funds: $1.77B | Put options by funds: $1.71B

8% less first-time investments, than exits

New positions opened: 128 | Existing positions closed: 139

2% less funds holding

Funds holding: 1,009987 (-22)

12% less repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 367

23% less funds holding in top 10

Funds holding in top 10: 2217 (-5)

Holders
987
Holders Change
-22
Holders Change %
-2.18%
% of All Funds
13%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.22%
New
128
Increased
323
Reduced
367
Closed
139
Calls
$1.77B
Puts
$1.71B
Net Calls
+$61.5M
Net Calls Change
-$117M
Name Holding Trade Value Shares
Change
Change in
Stake
WKSWA
651
White Knight Strategic Wealth Advisors
New Jersey
$261K -$81.7K -1,405 -27%
GT
652
Greenleaf Trust
Michigan
$261K -$35.3K -606 -14%
SAM
653
Secure Asset Management
Michigan
$261K -$547K -9,395 -71%
SF
654
Synovus Financial
Georgia
$261K -$1.51K -26 -0.7%
Acadian Asset Management
655
Acadian Asset Management
Massachusetts
$260K -$420K -7,220 -65%
EW
656
Evoke Wealth
California
$256K -$6.13M -105,339 -97%
LFA
657
Legacy Financial Advisors
Kentucky
$255K +$3.78K +65 +2%
HIA
658
Harbor Investment Advisory
Maryland
$254K -$57.6K -990 -21%
IWM
659
IHT Wealth Management
Illinois
$253K -$82.6K -1,420 -28%
KWA
660
Kingswood Wealth Advisors
California
$252K -$123K -2,107 -36%
VW
661
Vance Wealth
California
$251K +$215K +3,692 New
SIC
662
Salem Investment Counselors
North Carolina
$249K +$75.5K +1,297 +55%
MAS
663
MPWM Advisory Solutions
Georgia
$245K +$175K +3,011 +504%
IFA
664
Index Fund Advisors
California
$244K +$209K +3,598 New
DAS
665
Dynamic Advisor Solutions
Arizona
$244K +$209K +3,594 New
PCG
666
Prosperity Consulting Group
Maryland
$241K -$21.4K -368 -9%
CTC
667
Central Trust Company
Missouri
$240K +$5.35K +92 +3%
QCG
668
Quadrant Capital Group
Ohio
$239K +$184K +3,163 +899%
CAM
669
Covenant Asset Management
New Jersey
$239K +$205K +3,515 New
I
670
InceptionR
California
$238K -$170K -2,922 -45%
JCM
671
Jacobi Capital Management
Pennsylvania
$234K +$201K +3,450 New
WWM
672
Westwood Wealth Management
California
$234K +$201K +3,450 New
CWM
673
Cornerstone Wealth Management
Missouri
$234K -$14.5K -250 -7%
MWM
674
Mascagni Wealth Management
Mississippi
$229K +$196K +3,365 New
GRP
675
Global Retirement Partners
California
$227K +$195K +3,347 New

XYZ Hedge Fund Activity: Q2 2025 in Review

987 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q2 2025, worth a combined $28.1B — up 29% from $21.8B a quarter earlier.

Sellers outnumbered buyers: 139 funds closed out of XYZ and 128 opened new positions — a net loss of 11 holders — while 367 trimmed existing stakes and 323 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.19B. The largest seller was Fidelity Investments, cutting an estimated $477M.

  • 987 institutional investors held Block Inc (XYZ) as of Q2 2025, down from 1,009 in Q1 2025.
  • Funds reported $28.1B of Block Inc stock for Q2 2025, up 29% quarter-over-quarter.
  • 128 funds opened new Block Inc positions in Q2 2025 and 139 closed out, a net change of -11 holders.
  • The largest Block Inc buyer in Q2 2025 was T. Rowe Price Associates, an estimated $1.19B added.
  • The largest Block Inc seller in Q2 2025 was Fidelity Investments, an estimated $477M sold.

Based on aggregated 13F filings for Q2 2025.