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 %
SAM
726
Smartleaf Asset Management
Massachusetts
$82.3K -$77.5K -1,163 -48%
HNB
727
Huntington National Bank
Ohio
$81.4K -$22K -324 -21%
SWM
728
Spire Wealth Management
Virginia
$80.1K -$6.52K -96 -8%
AWM
729
Ameliora Wealth Management
Switzerland
$78.3K -$18.5K -272 -19%
UB
730
UMB Bank
Missouri
$77K -$342K -5,041 -82%
OIA
731
Optimum Investment Advisors
Illinois
$76.7K – – –
LFG
732
Larson Financial Group
Missouri
$76.3K -$51.2K -754 -40%
GWSG
733
GPS Wealth Strategies Group
Colorado
$74.5K +$408 +6 +0.5%
WIM
734
Westside Investment Management
California
$74.5K -$1.16K -17 -2%
MPWT
735
MassMutual Private Wealth & Trust
Connecticut
$74.4K +$27.5K +405 +59%
CFB
736
Cullen/Frost Bankers
Texas
$72.5K +$30.2K +445 +71%
JFGIW
737
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$71.3K +$71.3K +1,049 New
GC
738
Garde Capital
Washington
$71.1K – – –
RI
739
Ridgewood Investments
New Jersey
$64.5K -$6.79K -100 -10%
CSB
740
City State Bank
Iowa
$62.8K – – –
HFS
741
Hantz Financial Services
Michigan
$61K -$9.88K -145 -14%
CAL
742
Capital Advisors Ltd
Ohio
$61K +$203 +3 +0.3%
MYIA
743
Mount Yale Investment Advisors
Colorado
$58.3K +$58.3K +858 New
TIM
744
Thompson Investment Management
Wisconsin
$56.1K +$55.6K +818 +10,225%
GTAM
745
Global Trust Asset Management
Florida
$56K -$23.1K -340 -29%
BTI
746
Blue Trust Inc
Georgia
$54.8K +$1.97K +29 +4%
Federated Hermes
747
Federated Hermes
Pennsylvania
$53.3K -$27.1M -398,528 -100%
WTA
748
Washington Trust Advisors
Massachusetts
$51.6K – – –
CB
749
CNB Bank
Pennsylvania
$50.7K – – –
GSWM
750
Golden State Wealth Management
California
$49.7K +$6.73K +99 +16%
28 29
30
31 32