XYZ

Block, Inc.
XYZ

Overview Fund Activity

968 hedge funds and large institutions have $28B invested in Block, Inc. in 2025 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 318 increasing their positions, 359 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
968
Holders Change
-25
Holders Change %
-2.52%
% of All Funds
12.98%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.23%
New
127
Increased
318
Reduced
359
Closed
135
Calls
$1.77B
Puts
$1.71B
Net Calls
+$62.2M
Net Calls Change
-$116M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.39B
2
Viking Global Investors
Viking Global Investors
Connecticut
+$368M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$282M
4
Citadel Advisors
Citadel Advisors
Florida
+$261M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$173M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$556M
2
DZ Bank
DZ Bank
Germany
-$355M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$298M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$276M
5
American Century Companies
American Century Companies
Missouri
-$195M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIG
701
Brooklyn Investment Group
New York
$177K -$23.6K -347 -12%
CI
702
CAZ Investments
Texas
$177K +$109K +1,600 +160%
UIA
703
Ulland Investment Advisors
Minnesota
$170K -$16.4K -242 -9%
RS
704
Rakuten Securities
Japan
$167K -$59.6K -877 -26%
TC
705
Truvestments Capital
Florida
$161K +$58.4K +860 +57%
WR
706
WD Rutherford
Oregon
$161K +$161K +2,369 New
FP
707
Financial Perspectives
Minnesota
$156K +$2.58K +38 +2%
C
708
Covestor
United Kingdom
$152K -$16.4K -241 -10%
AssetMark Inc
709
AssetMark Inc
California
$140K +$93.8K +1,381 +202%
MTIM
710
Marathon Trading Investment Management
Pennsylvania
$137K -$421K -6,200 -75%
BF
711
BOK Financial
Oklahoma
$133K -$2.17K -32 -2%
OAM
712
Ostrum Asset Management
France
$124K -$3.53K -52 -3%
NFSG
713
Newbridge Financial Services Group
Florida
$119K +$22.4K +330 +23%
CI
714
CX Institutional
Indiana
$116K +$38.1K +562 +49%
MS
715
Mizuho Securities
Japan
$113K +$67.3K +990 +146%
GM
716
GeoWealth Management
Illinois
$112K -$33.2K -489 -23%
CFFP
717
Center for Financial Planning
Michigan
$111K +$55.5K +817 +100%
VCM
718
Versant Capital Management
Arizona
$102K +$81.6K +1,201 +395%
BONH
719
Bank of New Hampshire
New Hampshire
$96.1K -$11.2K -165 -10%
WT
720
Whittier Trust
California
$95.5K -$12.3K -181 -11%
PTC
721
Private Trust Company
Ohio
$94.2K +$5.03K +74 +6%
SBFM
722
S-Bank Fund Management
Finland
$91.6K +$5.71K +84 +7%
VSQM
723
V-Square Quantitative Management
Illinois
$90K -$43.5K -640 -33%
QPBE
724
Quintet Private Bank (Europe)
Luxembourg
$85K – – –
CA
725
CoreCap Advisors
Michigan
$85K – – –
27 28
29
30 31