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 %
TCM
776
Traub Capital Management
Massachusetts
$26.4K +$26.4K +389 New
NRG
777
Nemes Rush Group
Michigan
$26K – – –
MAM
778
Meeder Asset Management
Ohio
$25.4K +$1.09K +16 +4%
BOJHT
779
Bank of Jackson Hole Trust
Wyoming
$23.8K – – –
FUBT
780
First United Bank & Trust
Maryland
$23.8K – – –
CHC
781
City Holding Co
West Virginia
$23.4K -$10.9K -160 -32%
LAM
782
LOM Asset Management
$23K +$23K +340 New
EWA
783
EverSource Wealth Advisors
Alabama
$22.6K -$8.97K -132 -28%
MHR
784
Matthew Hamilton Rosenberg
$22.1K -$40.8K -600 -65%
RIL
785
Rothschild Investment LLC
Illinois
$21.1K +$1.09K +16 +5%
CT
786
Clearstead Trust
Maine
$20.8K +$1.29K +19 +7%
NWM
787
Nova Wealth Management
Florida
$20.5K -$407 -6 -2%
NB
788
NBT Bank
New York
$20.4K – – –
HFS
789
Horizon Financial Services
North Carolina
$20.4K – – –
CAM
790
Costello Asset Management
Pennsylvania
$20.4K – – –
AT
791
Avalon Trust
New Mexico
$20.4K – – –
VNA
792
Valley National Advisers
Pennsylvania
$20K -$66 -1 -0.3%
SIS
793
Sound Income Strategies
Florida
$19.2K +$5.57K +82 +41%
T
794
Tidemark
California
$18.7K -$6.79K -100 -27%
AIM
795
Anchor Investment Management
South Carolina
$18.5K -$1.22K -18 -6%
PB
796
Pinnacle Bancorp
Nebraska
$17.9K +$12.2K +180 +214%
AA
797
Addison Advisors
Vermont
$16.7K – – –
NS
798
NBC Securities
Alabama
$16K – – –
BCMLT
799
Beacon Capital Management LLC (Tennessee)
Tennessee
$15.6K -$7.27K -107 -32%
TPWA
800
Twin Peaks Wealth Advisors
California
$15.4K +$15.4K +207 New
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