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 %
MSWA
851
Marshall & Sterling Wealth Advisors
New York
$6.39K +$6.39K +94 New
CH
852
Cromwell Holdings
Wyoming
$6.39K +$6.39K +94 New
HNB
853
Hilltop National Bank
Wyoming
$6.11K +$6.11K +90 New
PPC
854
Park Place Capital
Alabama
$6.08K – – –
BBHC
855
Brown Brothers Harriman & Co
New York
$5.91K -$11.1K -163 -65%
KA
856
Kozak & Associates
Colorado
$5.87K – – –
FNWA
857
Financial Network Wealth Advisors
Utah
$5.64K +$951 +14 +20%
AP
858
Aspect Partners
Virginia
$5.43K +$5.43K +80 New
BCM
859
Boreal Capital Management
Florida
$5.43K +$5.43K +80 New
PA
860
Pineridge Advisors
Missouri
$5.1K – – –
OAJ
861
Ogorek Anthony Joseph
New York
$5K +$1.13K +18 +29%
GBT
862
Grove Bank & Trust
Florida
$4.96K – – –
CYG
863
Clean Yield Group
Vermont
$4.76K – – –
ICM
864
Islay Capital Management
Texas
$4.76K – – –
PWA
865
Physician Wealth Advisors
Utah
$4.69K – – –
IBOK
866
Independence Bank of Kentucky
Kentucky
$4.42K – – –
HFS
867
Hughes Financial Services
Virginia
$4.26K +$2.44K +32 +133%
TIM
868
Total Investment Management
Arizona
$4.14K +$4.14K +61 New
PK
869
Pflug Koory
Nebraska
$3.87K – – –
TWD
870
True Wealth Design
Ohio
$3.77K +$2.56K +38 +211%
HNW
871
High Note Wealth
Minnesota
$3.4K – – –
AEPWM
872
Atlantic Edge Private Wealth Management
Florida
$3.4K – – –
BC
873
Barrett & Company
Rhode Island
$3.4K – – –
FAM
874
Flaharty Asset Management
Florida
$3.4K – – –
BL
875
BFSG LLC
California
$3.4K – – –
33 34
35
36 37