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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
CAM
676
CenterStar Asset Management
Illinois
$401K +$387K +4,715 New
ATS
677
Ashton Thomas Securities
New York
$400K +$8.12K +99 +2%
AM
678
AGF Management
Ontario, Canada
$399K +$385K +4,690 New
BJL
679
Brighton Jones LLC
Washington
$395K +$37.2K +454 +11%
EPA
680
Element Pointe Advisors
Florida
$393K
T
681
TOBAM
France
$393K +$52.1K +635 +16%
SI
682
Stonekeep Investments
New Mexico
$391K +$66K +805 +21%
CGH
683
Crossmark Global Holdings
Texas
$390K -$4.76K -58 -1%
LCM
684
Lazari Capital Management
California
$390K -$16.4K -200 -4%
AC
685
Addison Capital
Pennsylvania
$389K
CPL
686
CAP Partners LLC
Tennessee
$387K -$21.7K -264 -5%
PWG
687
Portside Wealth Group
Utah
$385K +$34.9K +426 +10%
AWE
688
Avidian Wealth Enterprises
Texas
$384K +$5.99K +73 +2%
EDRH
689
Edmond de Rothschild Holding
Switzerland
$382K +$115K +1,400 +45%
PWM
690
Prosperity Wealth Management
California
$382K +$369K +4,495 New
GRP
691
Global Retirement Partners
California
$381K +$59.2K +722 +19%
WWM
692
Western Wealth Management
Colorado
$380K -$14.7K -179 -4%
PPP
693
Private Portfolio Partners
New Jersey
$379K -$113K -1,377 -24%
FFA
694
Farther Finance Advisors
California
$378K +$104K +1,266 +40%
FHB
695
First Hawaiian Bank
Hawaii
$376K -$47.9K -584 -12%
PWPS
696
Pinnacle Wealth Planning Services
Ohio
$366K +$6.97K +85 +2%
GL
697
GHE LLC
Tennessee
$365K -$71.4K -870 -17%
CCM
698
Conway Capital Management
California
$363K
RSWM
699
Robertson Stephens Wealth Management
California
$361K -$231K -2,820 -40%
LAM
700
LECAP Asset Management
United Kingdom
$361K +$349K +4,251 New

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.