XYZ

Block, Inc.
XYZ

Overview Fund Activity

993 hedge funds and large institutions have $21.2B invested in Block, Inc. in 2025 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 329 increasing their positions, 384 reducing their positions, and 227 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
993
Holders Change
-128
Holders Change %
-11.42%
% of All Funds
13.49%
Holding in Top 10
21
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-27.59%
% of All Funds
0.29%
New
120
Increased
329
Reduced
384
Closed
227
Calls
$1.38B
Puts
$1.2B
Net Calls
+$179M
Net Calls Change
+$167M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.06B
2
DZ Bank
DZ Bank
Germany
+$298M
3
DIG
Dragoneer Investment Group
California
+$223M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$160M
5
Tiger Global Management
Tiger Global Management
New York
+$102M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$668M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$322M
3
LPC
Lone Pine Capital
Connecticut
-$320M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$205M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
GTAM
751
Global Trust Asset Management
Florida
$63.3K -$128K -2,350 -67%
CI
752
CX Institutional
Indiana
$62K +$62K +1,149 New
OIA
753
Optimum Investment Advisors
Illinois
$61.3K -$43.5K -800 -41%
WIM
754
Westside Investment Management
California
$60.5K +$2.72K +50 +5%
GWSG
755
GPS Wealth Strategies Group
Colorado
$59.3K -$2.07K -38 -3%
DWM
756
Darwin Wealth Management
Florida
$58K – – –
HFS
757
Hantz Financial Services
Michigan
$57K +$12.4K +226 +28%
RI
758
Ridgewood Investments
New Jersey
$57K -$13.4K -246 -19%
GC
759
Garde Capital
Washington
$56.9K +$56.9K +1,047 New
CI
760
CAZ Investments
Texas
$54K – – –
MHR
761
Matthew Hamilton Rosenberg
$50.3K -$3.1K -57 -6%
CSB
762
City State Bank
Iowa
$50.3K – – –
CAL
763
Capital Advisors Ltd
Ohio
$49K -$14.9K -274 -23%
CFFP
764
Center for Financial Planning
Michigan
$44.3K +$39.7K +730 +859%
TFA
765
Toth Financial Advisory
Virginia
$42.9K -$354K -6,510 -89%
RMP
766
Richards, Merrill & Peterson
Washington
$42.4K +$2.72K +50 +7%
BTI
767
Blue Trust Inc
Georgia
$42.2K -$2.07K -38 -5%
AAP
768
Arax Advisory Partners
Colorado
$41.3K -$17.5K -322 -30%
WTA
769
Washington Trust Advisors
Massachusetts
$41.2K -$1.96K -36 -5%
CB
770
CNB Bank
Pennsylvania
$40.5K – – –
HCP
771
Hexagon Capital Partners
Arkansas
$39.7K +$3.86K +71 +11%
CAL
772
Capital Analysts LLC
Pennsylvania
$39K – – –
FHA
773
First Horizon Advisors
Tennessee
$39K -$20.6K -379 -35%
MPWT
774
MassMutual Private Wealth & Trust
Connecticut
$37.5K +$14.8K +272 +65%
AssetMark Inc
775
AssetMark Inc
California
$37.1K -$13K -239 -26%
29 30
31
32 33