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 %
HWM
801
Hemington Wealth Management
Virginia
$15K +$2.95K +44 +24%
ITIM
802
Indiana Trust & Investment Management
Indiana
$14.6K +$14.6K +215 New
JWA
803
JFS Wealth Advisors
Pennsylvania
$14.5K +$6.79K +100 +88%
CFO
804
CVA Family Office
Colorado
$14.5K +$8.97K +132 +161%
MA
805
Montag & Associates
Georgia
$14.1K +$4.08K +60 +41%
ST
806
Smithfield Trust
Pennsylvania
$14K – – –
HCM
807
Hollencrest Capital Management
California
$14K -$6.93K -102 -33%
TCM
808
TD Capital Management
Tennessee
$13.9K +$13.9K +205 New
Fifth Third Bancorp
809
Fifth Third Bancorp
Ohio
$13.6K -$189K -2,781 -93%
TCM
810
Tradewinds Capital Management
Washington
$13.6K -$4.14K -61 -23%
CWM
811
Crowley Wealth Management
Delaware
$13.6K – – –
PP
812
PFS Partners
New Jersey
$13.6K – – –
IWP
813
IAG Wealth Partners
Wisconsin
$13.6K – – –
SIS
814
Strategic Investment Solutions
Illinois
$13.6K – – –
CTB
815
Country Trust Bank
Illinois
$13.6K – – –
KG
816
Kilter Group
New York
$13.4K +$13.4K +197 New
AFG
817
Albion Financial Group
Utah
$13.2K – – –
KFI
818
Key Financial Inc
Pennsylvania
$13.1K – – –
BLC
819
Brown, Lisle/Cummings
Rhode Island
$11.8K – – –
ADL
820
Asset Dedication LLC
California
$11.8K – – –
CPG
821
Cornerstone Planning Group
New Jersey
$11.7K +$3.39K +45 +41%
RWM
822
Rialto Wealth Management
New York
$11.4K +$611 +9 +6%
BCPWM
823
Bradley & Co Private Wealth Management
Florida
$11.3K – – –
NECFA
824
New England Capital Financial Advisors
Connecticut
$11K – – –
AW
825
Avion Wealth
Texas
$11K -$2.61K -41 -19%
31 32
33
34 35