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 %
PTC
776
Private Trust Company
Ohio
$254K +$137K +1,609 +117%
KCM
777
Kathmere Capital Management
Pennsylvania
$252K +$252K +2,967 New
OWA
778
Octavia Wealth Advisors
Ohio
$250K -$16.3K -192 -6%
FBC
779
Fairfield, Bush & Co
Connecticut
$249K -$4.67K -55 -2%
GI
780
GAMCO Investors
Connecticut
$249K +$249K +2,928 New
CWM
781
Congress Wealth Management
Massachusetts
$249K +$249K +2,927 New
AFP
782
Ausdal Financial Partners
Iowa
$248K -$24.6K -289 -9%
CCM
783
Chiron Capital Management
Florida
$248K +$248K +2,916 New
CFGS
784
Concourse Financial Group Securities
Alabama
$247K -$22.1K -253 -8%
FCM
785
FJ Capital Management
Virginia
$247K +$247K +2,906 New
JIP
786
Jaffetilchin Investment Partners
Florida
$245K – – –
FPGT
787
Financial Partners Group (Tennessee)
Tennessee
$245K -$73.9K -869 -23%
MWA
788
Meridian Wealth Advisors
Texas
$243K -$57.4K -675 -19%
IWN
789
Independent Wealth Network
Iowa
$243K +$243K +2,862 New
SIA
790
Soltis Investment Advisors
Utah
$241K +$241K +2,836 New
FG
791
Fairman Group
Pennsylvania
$234K -$255 -3 -0.1%
MMCM
792
Murphy & Mullick Capital Management
New York
$233K +$233K +2,739 New
QC
793
Quadrature Capital
United Kingdom
$232K -$16.1M -189,335 -99%
FTWA
794
Fifth Third Wealth Advisors
Ohio
$231K +$231K +2,723 New
GFG
795
Goldstone Financial Group
Illinois
$230K -$46.1K -542 -17%
ECG
796
EPIQ Capital Group
California
$230K +$230K +2,701 New
HAS
797
HBW Advisory Services
California
$229K +$229K +2,697 New
PIA
798
Perennial Investment Advisors
California
$227K -$28.6K -336 -11%
LC
799
Lindbrook Capital
California
$227K +$6.54K +77 +3%
NWMP
800
Noble Wealth Management PBC
Colorado
$224K +$224K +2,637 New
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