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XYZ

Block Inc

987 hedge funds and large institutions have $28.1B invested in Block Inc in 2025 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 323 increasing their positions, 367 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more capital invested

Capital invested by funds: $21.8B → $28.1B (+$6.3B)

2.77% more ownership

Funds ownership: 71.87%74.64% (+2.8%)

4% more call options, than puts

Call options by funds: $1.77B | Put options by funds: $1.71B

8% less first-time investments, than exits

New positions opened: 128 | Existing positions closed: 139

2% less funds holding

Funds holding: 1,009987 (-22)

12% less repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 367

23% less funds holding in top 10

Funds holding in top 10: 2217 (-5)

Holders
987
Holders Change
-22
Holders Change %
-2.18%
% of All Funds
13%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.22%
New
128
Increased
323
Reduced
367
Closed
139
Calls
$1.77B
Puts
$1.71B
Net Calls
+$61.5M
Net Calls Change
-$117M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
776
Clearstead Advisors
Ohio
$34.2K -$86.1K -1,480 -75%
DMBA
777
Deseret Mutual Benefit Administrators
Utah
$32.6K
TFA
778
Toth Financial Advisory
Virginia
$31.2K -$19.2K -330 -42%
SIA
779
Sit Investment Associates
Minnesota
$31K
PFBT
780
Parkside Financial Bank & Trust
Missouri
$30.7K +$6.28K +108 +31%
CFP
781
Comprehensive Financial Planning
Pennsylvania
$30.6K
AA
782
Ancora Advisors
Ohio
$30.2K +$23.3K +400 +889%
FHA
783
First Horizon Advisors
Tennessee
$29.7K -$16.3K -280 -39%
SC
784
SouthState Corp
Florida
$29.2K -$1.8K -31 -7%
APW
785
Aventura Private Wealth
Florida
$29.1K +$175 +3 +0.7%
RWM
786
RMG Wealth Management
Wisconsin
$28.7K +$23.3K +400 New
1IA
787
1620 Investment Advisors
Massachusetts
$27.4K -$57.5K -989 -71%
LI
788
LRI Investments
Florida
$27.2K
CWM
789
Centricity Wealth Management
Ohio
$26.8K
TCM
790
Traub Capital Management
Massachusetts
$26.4K +$22.6K +389 New
NRG
791
Nemes Rush Group
Michigan
$26K
MAM
792
Meeder Asset Management
Ohio
$25.4K +$931 +16 +4%
BOJHT
793
Bank of Jackson Hole Trust
Wyoming
$23.8K
FUBT
794
First United Bank & Trust
Maryland
$23.8K
CHC
795
City Holding Co
West Virginia
$23.4K -$9.31K -160 -32%
LAM
796
LOM Asset Management
$23K +$19.8K +340 New
EWA
797
EverSource Wealth Advisors
Alabama
$22.6K -$7.68K -132 -28%
MHR
798
Matthew Hamilton Rosenberg
$22.1K -$34.9K -600 -65%
RIL
799
Rothschild Investment LLC
Illinois
$21.1K +$931 +16 +5%
CT
800
Clearstead Trust
Maine
$20.8K +$1.1K +19 +7%

XYZ Hedge Fund Activity: Q2 2025 in Review

987 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q2 2025, worth a combined $28.1B — up 29% from $21.8B a quarter earlier.

Sellers outnumbered buyers: 139 funds closed out of XYZ and 128 opened new positions — a net loss of 11 holders — while 367 trimmed existing stakes and 323 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.19B. The largest seller was Fidelity Investments, cutting an estimated $477M.

  • 987 institutional investors held Block Inc (XYZ) as of Q2 2025, down from 1,009 in Q1 2025.
  • Funds reported $28.1B of Block Inc stock for Q2 2025, up 29% quarter-over-quarter.
  • 128 funds opened new Block Inc positions in Q2 2025 and 139 closed out, a net change of -11 holders.
  • The largest Block Inc buyer in Q2 2025 was T. Rowe Price Associates, an estimated $1.19B added.
  • The largest Block Inc seller in Q2 2025 was Fidelity Investments, an estimated $477M sold.

Based on aggregated 13F filings for Q2 2025.