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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
NWM
801
Nova Wealth Management
Florida
$20.5K -$349 -6 -2%
AT
802
Avalon Trust
New Mexico
$20.4K
CAM
803
Costello Asset Management
Pennsylvania
$20.4K
HPC
804
HM Payson & Co
Maine
$20.4K
HFS
805
Horizon Financial Services
North Carolina
$20.4K
NB
806
NBT Bank
New York
$20.4K
VNA
807
Valley National Advisers
Pennsylvania
$20K -$58 -1 -0.3%
SIS
808
Sound Income Strategies
Florida
$19.2K +$4.77K +82 +41%
T
809
Tidemark
California
$18.7K -$5.82K -100 -27%
AIM
810
Anchor Investment Management
South Carolina
$18.5K -$1.05K -18 -6%
PB
811
Pinnacle Bancorp
Nebraska
$17.9K +$10.5K +180 +214%
AA
812
Addison Advisors
Vermont
$16.7K
NS
813
NBC Securities
Alabama
$16K
BCMLT
814
Beacon Capital Management LLC (Tennessee)
Tennessee
$15.6K -$6.22K -107 -32%
TPWA
815
Twin Peaks Wealth Advisors
California
$15.4K +$12K +207 New
HWM
816
Hemington Wealth Management
Virginia
$15K +$2.56K +44 +24%
ITIM
817
Indiana Trust & Investment Management
Indiana
$14.6K +$12.5K +215 New
JWA
818
JFS Wealth Advisors
Pennsylvania
$14.5K +$5.82K +100 +88%
CFO
819
CVA Family Office
Colorado
$14.5K +$7.68K +132 +161%
MA
820
Montag & Associates
Georgia
$14.1K +$3.49K +60 +41%
ST
821
Smithfield Trust
Pennsylvania
$14K
HCM
822
Hollencrest Capital Management
California
$14K -$5.93K -102 -33%
TCM
823
TD Capital Management
Tennessee
$13.9K +$11.9K +205 New
Fifth Third Bancorp
824
Fifth Third Bancorp
Ohio
$13.6K -$162K -2,781 -93%
TCM
825
Tradewinds Capital Management
Washington
$13.6K -$3.55K -61 -23%

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.