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 %
TAM
676
Titleist Asset Management
Texas
$221K -$287K -5,280 -56%
MA
677
MCF Advisors
Kentucky
$220K – – –
MPW
678
Monterey Private Wealth
California
$220K +$54 +1 +0%
RWB
679
RMR Wealth Builders
New Jersey
$218K +$47.8K +880 +28%
RLWM
680
RF&L Wealth Management
Massachusetts
$217K – – –
CCM
681
Chaney Capital Management
Washington
$216K – – –
CPA
682
Cardiff Park Advisors
California
$215K -$9.24K -170 -4%
VIPI
683
Vista Investment Partners II
Indiana
$215K +$73.7K +1,356 +52%
DWT
684
Dorsey & Whitney Trust
South Dakota
$214K -$6.57K -121 -3%
SQA
685
Simon Quick Advisors
New Jersey
$214K +$83.8K +1,542 +65%
PCG
686
Prosperity Consulting Group
Maryland
$213K +$213K +3,913 New
Kovitz Investment Group Partners
687
Kovitz Investment Group Partners
Illinois
$212K +$8.26K +152 +4%
AM
688
AGF Management
Ontario, Canada
$212K -$42.6K -785 -17%
IA
689
Integrity Alliance
Iowa
$212K +$212K +3,903 New
WAP
690
Wealthcare Advisory Partners
Pennsylvania
$211K -$227K -4,181 -52%
FRA
691
Frank Rimerman Advisors
California
$211K +$12.2K +225 +6%
SF
692
Synovus Financial
Georgia
$210K -$141K -2,597 -40%
CWA
693
Canvas Wealth Advisors
Kansas
$210K +$210K +3,863 New
PA
694
Parallel Advisors
California
$209K -$14.1K -259 -6%
MA
695
Mutual Advisors
Nebraska
$207K -$85.4K -1,470 -29%
MYLI
696
Meiji Yasuda Life Insurance
Japan
$207K -$12K -221 -5%
CFG
697
Citizens Financial Group
Rhode Island
$205K +$326 +6 +0.2%
JC
698
JBGlobal.com
New York
$203K -$271K -4,984 -57%
SWP
699
Sagespring Wealth Partners
Tennessee
$201K +$10.1K +185 +5%
CWM
700
Cornerstone Wealth Management
Missouri
$201K +$543 +10 +0.3%
26 27
28
29 30