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 %
AC
801
Avestar Capital
New York
$224K +$224K +2,631 New
CIA
802
Caerus Investment Advisors
Texas
$222K +$222K +2,610 New
VIPI
803
Vista Investment Partners II
Indiana
$222K +$222K +2,608 New
JWWM
804
Johnson & White Wealth Management
Pennsylvania
$221K +$221K +2,549 New
CA
805
Claro Advisors
Massachusetts
$220K +$220K +2,593 New
EWA
806
Exencial Wealth Advisors
Oklahoma
$220K +$220K +2,587 New
MFG
807
Magnus Financial Group
New York
$217K +$217K +2,558 New
MG
808
McHugh Group
Ohio
$217K +$217K +2,550 New
PCS
809
Personal CFO Solutions
New Jersey
$217K -$58.7K -691 -21%
FCI
810
Financial Counselors Inc
Kansas
$217K -$43.5K -512 -17%
AL
811
Arnhold LLC
New York
$216K +$216K +2,545 New
C
812
Covestor
United Kingdom
$215K -$14.6K -172 -6%
KA
813
Kozak & Associates
Colorado
$215K – – –
GC
814
Guggenheim Capital
Illinois
$215K +$215K +2,524 New
MGIA
815
Moneta Group Investment Advisors
Missouri
$214K +$214K +2,523 New
WA
816
Wealth Alliance
New York
$213K +$213K +2,512 New
TWP
817
Tempus Wealth Planning
California
$213K -$217K -2,559 -50%
CFP
818
Cascade Financial Partners
California
$213K -$42.5K -500 -17%
NYLIM
819
New York Life Investment Management
New York
$212K +$212K +2,495 New
GI
820
GAMMA Investing
California
$212K +$14.3K +168 +7%
GPA
821
Guerra Pan Advisors
New Jersey
$211K +$211K +2,486 New
PFS
822
Prospect Financial Services
New York
$211K +$211K +2,483 New
QWP
823
Quotient Wealth Partners
Texas
$210K +$210K +2,473 New
BWA
824
Bordeaux Wealth Advisors
California
$209K +$209K +2,459 New
CCM
825
Canal Capital Management
Virginia
$209K +$209K +2,458 New
31 32
33
34 35