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 %
WCM
701
Washington Capital Management
Washington
$348K +$348K +4,100 New
GT
702
Greenleaf Trust
Michigan
$348K +$1.36K +16 +0.4%
PCIA
703
Prime Capital Investment Advisors
Kansas
$347K -$42K -494 -11%
DWT
704
Dorsey & Whitney Trust
South Dakota
$346K -$24.8K -292 -7%
BW
705
BXM Wealth
Colorado
$345K +$345K +4,060 New
MA
706
MCF Advisors
Kentucky
$344K +$4.25K +50 +1%
DC
707
Davenport & Co
Virginia
$344K -$56.9K -670 -14%
MPW
708
Monterey Private Wealth
California
$344K -$510 -6 -0.1%
LIA
709
LBMC Investment Advisors
Tennessee
$344K -$42.5K -500 -11%
CCB
710
Cutter & Co Brokerage
Missouri
$343K – – –
MYLI
711
Meiji Yasuda Life Insurance
Japan
$343K -$276K -3,243 -45%
RS
712
Rakuten Securities
Japan
$343K -$51.1K -601 -13%
CAM
713
Cidel Asset Management
Ontario, Canada
$340K – – –
RLWM
714
RF&L Wealth Management
Massachusetts
$340K -$278K -3,275 -45%
SIC
715
Salem Investment Counselors
North Carolina
$338K -$134K -1,574 -28%
CCM
716
Chaney Capital Management
Washington
$337K – – –
C
717
Certuity
Florida
$336K -$8.58K -101 -2%
CBUSF
718
Construction & Building Unions Superannuation Fund
Australia
$331K +$331K +3,900 New
GSEP
719
Golden State Equity Partners
California
$328K +$328K +3,856 +48,200%
CDIEC
720
Crédit Industriel et Commercial
France
$328K +$328K +3,861 New
CA
721
CoreCap Advisors
Michigan
$326K +$261K +3,067 +396%
CFG
722
Citizens Financial Group
Rhode Island
$320K +$40.3K +474 +14%
Kovitz Investment Group Partners
723
Kovitz Investment Group Partners
Illinois
$320K -$345K -4,057 -52%
HCM
724
Howard Capital Management
Georgia
$318K +$16.1K +189 +5%
CA
725
Carson Advisory
Georgia
$318K -$41.4K -487 -12%
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