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 %
SAM
826
Smartleaf Asset Management
Massachusetts
$207K +$93.1K +1,064 +81%
SQA
827
Simon Quick Advisors
New Jersey
$203K +$203K +2,390 New
SC
828
Sierra Capital
Florida
$203K +$203K +2,386 New
NWM
829
Napa Wealth Management
California
$203K +$203K +2,387 New
GLA
830
Great Lakes Advisors
Illinois
$203K +$203K +2,385 New
TPCW
831
TD Private Client Wealth
New York
$201K +$25.7K +302 +15%
CCM
832
Coldstream Capital Management
Washington
$201K +$201K +2,360 New
LA
833
Legacy Advisors
Pennsylvania
$200K +$200K +2,358 New
VSQM
834
V-Square Quantitative Management
Illinois
$200K +$141K +1,637 +238%
HT
835
Headlands Technologies
Illinois
$198K +$198K +2,332 New
QL
836
Quarry LP
New York
$196K -$85.2K -1,002 -30%
FP
837
Financial Perspectives
Minnesota
$195K – – –
JSAM
838
J. Safra Asset Management
New York
$190K +$190K +2,174 New
SC
839
Stance Capital
Massachusetts
$185K +$185K +2,172 New
BC
840
Bayforest Capital
United Kingdom
$185K +$185K +2,171 New
IWA
841
Icon Wealth Advisors
Texas
$182K +$1.53K +18 +0.8%
BIG
842
Brooklyn Investment Group
New York
$182K -$9.18K -108 -5%
GM
843
GeoWealth Management
Illinois
$182K +$125K +1,465 +218%
UIA
844
Ulland Investment Advisors
Minnesota
$181K +$86.9K +1,025 +92%
CA
845
Clearstead Advisors
Ohio
$173K -$2.04K -24 -1%
NFSG
846
Newbridge Financial Services Group
Florida
$168K +$168K +1,973 New
BF
847
BOK Financial
Oklahoma
$164K -$660 -8 -0.4%
OIA
848
Optimum Investment Advisors
Illinois
$164K +$36.5K +429 +29%
OAM
849
Ostrum Asset Management
France
$163K +$46.2K +543 +39%
LFG
850
Larson Financial Group
Missouri
$161K +$59.7K +703 +59%
32 33
34
35 36