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 %
SA
751
Sicart Associates
New York
$275K – – –
AIA
752
AssuredPartners Investment Advisors
Florida
$273K +$273K +3,208 New
SAM
753
Sompo Asset Management
Japan
$272K -$488K -5,740 -64%
SB
754
Strategic Blueprint
Georgia
$272K +$12.7K +149 +5%
BFG
755
Berger Financial Group
Minnesota
$272K -$39.8K -468 -13%
AIM
756
Aigen Investment Management
New York
$271K +$271K +3,194 New
MFG
757
Merit Financial Group
Georgia
$271K +$271K +3,188 New
AWM
758
AE Wealth Management
Kansas
$270K -$2.47K -29 -0.9%
RWB
759
RMR Wealth Builders
New Jersey
$267K -$38.8K -456 -13%
PA
760
Pinnacle Associates
New York
$266K +$33.1K +390 +14%
SAM
761
Silvercrest Asset Management
New York
$266K – – –
KA
762
Kovack Advisors
Florida
$263K -$16.1K -190 -6%
CSP
763
Cary Street Partners
Virginia
$261K +$261K +3,074 New
SWM
764
SilverOak Wealth Management
Minnesota
$261K +$261K +3,074 New
PIA
765
Powell Investment Advisors
Florida
$260K – – –
MCCA
766
Mill Creek Capital Advisors
Pennsylvania
$260K +$260K +3,055 New
SAG
767
SageView Advisory Group
California
$259K +$259K +3,053 New
VW
768
Vance Wealth
California
$257K +$257K +3,029 New
1WA
769
180 Wealth Advisors
Washington
$257K +$257K +3,026 New
IC
770
Iconiq Capital
California
$257K +$257K +3,024 New
WMWM
771
Whitaker-Myers Wealth Managers
Ohio
$256K +$256K +3,014 New
FFA
772
First Foundation Advisors
California
$256K -$28.2K -332 -10%
PPA
773
Pacific Point Advisors
California
$255K +$255K +3,000 New
BFWM
774
Bright Futures Wealth Management
New York
$255K -$117K -1,298 -31%
CPIG
775
Chicago Partners Investment Group
Illinois
$254K -$9.02K -104 -3%
29 30
31
32 33