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XYZ

Block Inc

1,137 hedge funds and large institutions have $33.9B invested in Block Inc in 2024 Q4 according to their latest regulatory filings, with 268 funds opening new positions, 369 increasing their positions, 345 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 268 | Existing positions closed: 95

32% more capital invested

Capital invested by funds: $25.8B → $33.9B (+$8.12B)

16% more funds holding in top 10

Funds holding in top 10: 2529 (+4)

15% more funds holding

Funds holding: 9861,137 (+151)

2.69% more ownership

Funds ownership: 69.09%71.78% (+2.7%)

7% more repeat investments, than reductions

Existing positions increased: 369 | Existing positions reduced: 345

1% more call options, than puts

Call options by funds: $2.52B | Put options by funds: $2.51B

Holders
1,137
Holders Change
+151
Holders Change %
+15.31%
% of All Funds
14.98%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.38%
New
268
Increased
369
Reduced
345
Closed
95
Calls
$2.52B
Puts
$2.51B
Net Calls
+$15.5M
Net Calls Change
+$268M
Name Holding Trade Value Shares
Change
Change in
Stake
MCCA
776
Mill Creek Capital Advisors
Pennsylvania
$260K +$251K +3,055 New
SAG
777
SageView Advisory Group
California
$259K +$250K +3,053 New
VW
778
Vance Wealth
California
$257K +$248K +3,029 New
1WA
779
180 Wealth Advisors
Washington
$257K +$248K +3,026 New
IC
780
Iconiq Capital
California
$257K +$248K +3,024 New
WMWM
781
Whitaker-Myers Wealth Managers
Ohio
$256K +$247K +3,014 New
FFA
782
First Foundation Advisors
California
$256K -$27.2K -332 -10%
PPA
783
Pacific Point Advisors
California
$255K +$246K +3,000 New
BFWM
784
Bright Futures Wealth Management
New York
$255K -$106K -1,298 -31%
CPIG
785
Chicago Partners Investment Group
Illinois
$254K -$8.53K -104 -3%
PTC
786
Private Trust Company
Ohio
$254K +$132K +1,609 +117%
KCM
787
Kathmere Capital Management
Pennsylvania
$252K +$243K +2,967 New
OWA
788
Octavia Wealth Advisors
Ohio
$250K -$15.8K -192 -6%
FBC
789
Fairfield, Bush & Co
Connecticut
$249K -$4.51K -55 -2%
GI
790
GAMCO Investors
Connecticut
$249K +$240K +2,928 New
CWM
791
Congress Wealth Management
Massachusetts
$249K +$240K +2,927 New
AFP
792
Ausdal Financial Partners
Iowa
$248K -$23.7K -289 -9%
CCM
793
Chiron Capital Management
Florida
$248K +$239K +2,916 New
CFGS
794
Concourse Financial Group Securities
Alabama
$247K -$20.8K -253 -8%
FCM
795
FJ Capital Management
Virginia
$247K +$238K +2,906 New
JIP
796
Jaffetilchin Investment Partners
Florida
$245K
FPGT
797
Financial Partners Group (Tennessee)
Tennessee
$245K -$71.3K -869 -23%
MWA
798
Meridian Wealth Advisors
Texas
$243K -$55.4K -675 -19%
IWN
799
Independent Wealth Network
Iowa
$243K +$235K +2,862 New
SIA
800
Soltis Investment Advisors
Utah
$241K +$233K +2,836 New

XYZ Hedge Fund Activity: Q4 2024 in Review

1,137 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q4 2024, worth a combined $33.9B — up 32% from $25.8B a quarter earlier.

Buyers outnumbered sellers: 268 funds opened new XYZ positions and 95 closed out — a net gain of 173 holders — while 369 added to existing stakes and 345 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $534M. The largest seller was Lone Pine Capital, cutting an estimated $320M.

  • 1,137 institutional investors held Block Inc (XYZ) as of Q4 2024, up from 986 in Q3 2024.
  • Funds reported $33.9B of Block Inc stock for Q4 2024, up 32% quarter-over-quarter.
  • 268 funds opened new Block Inc positions in Q4 2024 and 95 closed out, a net change of +173 holders.
  • The largest Block Inc buyer in Q4 2024 was T. Rowe Price Associates, an estimated $534M added.
  • The largest Block Inc seller in Q4 2024 was Lone Pine Capital, an estimated $320M sold.

Based on aggregated 13F filings for Q4 2024.