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 %
AC
676
Addison Capital
Pennsylvania
$389K – – –
CPL
677
CAP Partners LLC
Tennessee
$387K -$22.4K -264 -5%
PWG
678
Portside Wealth Group
Utah
$385K +$36.2K +426 +10%
AWE
679
Avidian Wealth Enterprises
Texas
$384K +$6.2K +73 +2%
EDRH
680
Edmond de Rothschild Holding
Switzerland
$382K +$119K +1,400 +45%
PWM
681
Prosperity Wealth Management
California
$382K +$382K +4,495 New
GRP
682
Global Retirement Partners
California
$381K +$61.4K +722 +19%
WWM
683
Western Wealth Management
Colorado
$380K -$15.2K -179 -4%
PPP
684
Private Portfolio Partners
New Jersey
$379K -$117K -1,377 -24%
FFA
685
Farther Finance Advisors
California
$378K +$108K +1,266 +40%
FHB
686
First Hawaiian Bank
Hawaii
$376K -$49.6K -584 -12%
PWPS
687
Pinnacle Wealth Planning Services
Ohio
$366K +$7.22K +85 +2%
GL
688
GHE LLC
Tennessee
$365K -$73.8K -870 -17%
CCM
689
Conway Capital Management
California
$363K – – –
RSWM
690
Robertson Stephens Wealth Management
California
$361K -$240K -2,820 -40%
LAM
691
LECAP Asset Management
United Kingdom
$361K +$361K +4,251 New
LS
692
Livforsakringsbolaget Skandia
Sweden
$361K – – –
SB
693
Simmons Bank
Arkansas
$361K -$7.39K -87 -2%
WPC
694
Wedmont Private Capital
Pennsylvania
$360K +$3.71K +45 +1%
MIC
695
Maxi Investments CY
Cyprus
$357K +$357K +4,200 New
BFS
696
Bradley Foster & Sargent
Connecticut
$354K -$17K -200 -5%
GCA
697
Gallagher Capital Advisors
Texas
$353K +$353K +4,153 New
CPA
698
Cardiff Park Advisors
California
$351K – – –
PGWM
699
Pitti Group Wealth Management
New York
$351K -$51.7K -608 -13%
PA
700
Parallel Advisors
California
$349K +$11.1K +131 +3%
26 27
28
29 30