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XYZ

Block Inc
XYZ

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: 25 → 29 (+4)

15% more funds holding

Funds holding: 986 → 1,137 (+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

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$534M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$328M
3
Morgan Stanley
Morgan Stanley
New York
+$256M
4
Citadel Advisors
Citadel Advisors
Florida
+$197M
5
DIG
Dragoneer Investment Group
California
+$144M

Top Sellers

Rank Fund Capital Flow
1
LPC
Lone Pine Capital
Connecticut
-$320M
2
N
Nuveen
North Carolina
-$253M
3
HCM
HMI Capital Management
California
-$199M
4
AIM
ARK Investment Management
Florida
-$139M
5
DCP
D1 Capital Partners
New York
-$110M
Name Holding Trade Value Shares
Change 		Change in
Stake
MGIA
826
Moneta Group Investment Advisors
Missouri
$214K +$207K +2,523 New
WA
827
Wealth Alliance
New York
$213K +$206K +2,512 New
TWP
828
Tempus Wealth Planning
California
$213K -$210K -2,559 -50%
CFP
829
Cascade Financial Partners
California
$213K -$41K -500 -17%
NYLIM
830
New York Life Investment Management
New York
$212K +$205K +2,495 New
GI
831
GAMMA Investing
California
$212K +$13.8K +168 +7%
GPA
832
Guerra Pan Advisors
New Jersey
$211K +$204K +2,486 New
PFS
833
Prospect Financial Services
New York
$211K +$204K +2,483 New
QWP
834
Quotient Wealth Partners
Texas
$210K +$203K +2,473 New
BWA
835
Bordeaux Wealth Advisors
California
$209K +$202K +2,459 New
CCM
836
Canal Capital Management
Virginia
$209K +$202K +2,458 New
SAM
837
Smartleaf Asset Management
Massachusetts
$207K +$87.3K +1,064 +81%
SQA
838
Simon Quick Advisors
New Jersey
$203K +$196K +2,390 New
SC
839
Sierra Capital
Florida
$203K +$196K +2,386 New
NWM
840
Napa Wealth Management
California
$203K +$196K +2,387 New
GLA
841
Great Lakes Advisors
Illinois
$203K +$196K +2,385 New
TPCW
842
TD Private Client Wealth
New York
$201K +$24.8K +302 +15%
CCM
843
Coldstream Capital Management
Washington
$201K +$194K +2,360 New
LA
844
Legacy Advisors
Pennsylvania
$200K +$193K +2,358 New
VSQM
845
V-Square Quantitative Management
Illinois
$200K +$134K +1,637 +238%
HT
846
Headlands Technologies
Illinois
$198K +$191K +2,332 New
QL
847
Quarry LP
New York
$196K -$82.2K -1,002 -30%
FP
848
Financial Perspectives
Minnesota
$195K – – –
JSAM
849
J. Safra Asset Management
New York
$190K +$178K +2,174 New
SC
850
Stance Capital
Massachusetts
$185K +$178K +2,172 New
32 33
34
35 36

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.