XYZ

Block, Inc.
XYZ

Overview Fund Activity

969 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
969
Holders Change
-24
Holders Change %
-2.42%
% of All Funds
12.99%
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 %
CA
726
CoreCap Advisors
Michigan
$85K – – –
SAM
727
Smartleaf Asset Management
Massachusetts
$82.3K -$77.5K -1,163 -48%
HNB
728
Huntington National Bank
Ohio
$81.4K -$22K -324 -21%
SWM
729
Spire Wealth Management
Virginia
$80.1K -$6.52K -96 -8%
AWM
730
Ameliora Wealth Management
Switzerland
$78.3K -$18.5K -272 -19%
UB
731
UMB Bank
Missouri
$77K -$342K -5,041 -82%
OIA
732
Optimum Investment Advisors
Illinois
$76.7K – – –
LFG
733
Larson Financial Group
Missouri
$76.3K -$51.2K -754 -40%
GWSG
734
GPS Wealth Strategies Group
Colorado
$74.5K +$408 +6 +0.5%
WIM
735
Westside Investment Management
California
$74.5K -$1.16K -17 -2%
MPWT
736
MassMutual Private Wealth & Trust
Connecticut
$74.4K +$27.5K +405 +59%
CFB
737
Cullen/Frost Bankers
Texas
$72.5K +$30.2K +445 +71%
JFGIW
738
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$71.3K +$71.3K +1,049 New
GC
739
Garde Capital
Washington
$71.1K – – –
RI
740
Ridgewood Investments
New Jersey
$64.5K -$6.79K -100 -10%
CSB
741
City State Bank
Iowa
$62.8K – – –
HFS
742
Hantz Financial Services
Michigan
$61K -$9.88K -145 -14%
CAL
743
Capital Advisors Ltd
Ohio
$61K +$203 +3 +0.3%
MYIA
744
Mount Yale Investment Advisors
Colorado
$58.3K +$58.3K +858 New
TIM
745
Thompson Investment Management
Wisconsin
$56.1K +$55.6K +818 +10,225%
GTAM
746
Global Trust Asset Management
Florida
$56K -$23.1K -340 -29%
BTI
747
Blue Trust Inc
Georgia
$54.8K +$1.97K +29 +4%
Federated Hermes
748
Federated Hermes
Pennsylvania
$53.3K -$27.1M -398,528 -100%
WTA
749
Washington Trust Advisors
Massachusetts
$51.6K – – –
CB
750
CNB Bank
Pennsylvania
$50.7K – – –
28 29
30
31 32