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 %
LFA
726
Legacy Financial Advisors
Kentucky
$317K +$7.65K +90 +2%
SC
727
Syon Capital
California
$315K -$13.8K -162 -4%
CAM
728
Covenant Asset Management
New Jersey
$315K -$26.4K -311 -8%
Empower Advisory Group
729
Empower Advisory Group
Colorado
$314K -$20.7K -243 -6%
CWM
730
Cornerstone Wealth Management
Missouri
$313K -$42.2K -496 -12%
IAM
731
Impact Asset Management
$313K – – –
HAG
732
HighPoint Advisor Group
Illinois
$312K +$15.3K +185 +5%
TWPM
733
Total Wealth Planning & Management
Florida
$312K +$312K +3,672 New
FRA
734
Frank Rimerman Advisors
California
$310K +$3.23K +38 +1%
WPIC
735
White Pine Investment Company
Michigan
$303K – – –
CT
736
Chicago Trust
Illinois
$302K +$302K +3,550 New
WA
737
Waverly Advisors
Alabama
$302K +$302K +3,549 New
NP
738
NorthRock Partners
Minnesota
$302K -$249K -2,931 -45%
CTA
739
Chesley Taft & Associates
Illinois
$301K +$301K +3,540 New
SIG
740
Sargent Investment Group
Maryland
$299K +$299K +3,649 New
GTAM
741
Global Trust Asset Management
Florida
$299K +$4.42K +52 +2%
SWP
742
Sagespring Wealth Partners
Tennessee
$299K +$299K +3,515 New
AF
743
Allworth Financial
California
$297K +$48.6K +555 +20%
BPA
744
Beacon Pointe Advisors
California
$293K -$29.6K -348 -9%
WWM
745
Westwood Wealth Management
California
$293K +$20.4K +240 +7%
HNB
746
Huntington National Bank
Ohio
$288K +$172K +2,022 +147%
VFA
747
Valeo Financial Advisors
Indiana
$288K +$29.6K +348 +11%
MWM
748
Mindset Wealth Management
Indiana
$280K +$280K +3,295 New
HCA
749
Harbour Capital Advisors
Virginia
$279K +$279K +3,030 New
SMC
750
Smith, Moore & Co
Missouri
$275K -$7.22K -85 -3%
28 29
30
31 32