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XYZ

Block Inc

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: 2529 (+4)

15% more funds holding

Funds holding: 9861,137 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
BC
851
Bayforest Capital
United Kingdom
$185K +$178K +2,171 New
IWA
852
Icon Wealth Advisors
Texas
$182K +$1.48K +18 +0.8%
BIG
853
Brooklyn Investment Group
New York
$182K -$8.86K -108 -5%
GM
854
GeoWealth Management
Illinois
$182K +$120K +1,465 +218%
UIA
855
Ulland Investment Advisors
Minnesota
$181K +$84.1K +1,025 +92%
CA
856
Clearstead Advisors
Ohio
$173K -$1.97K -24 -1%
NFSG
857
Newbridge Financial Services Group
Florida
$168K +$162K +1,973 New
BF
858
BOK Financial
Oklahoma
$164K -$656 -8 -0.4%
OIA
859
Optimum Investment Advisors
Illinois
$164K +$35.2K +429 +29%
OAM
860
Ostrum Asset Management
France
$163K +$44.5K +543 +39%
LFG
861
Larson Financial Group
Missouri
$161K +$57.7K +703 +59%
HIIFS
862
Harel Insurance Investments & Financial Services
Israel
$144K -$17.9K -218 -11%
BONH
863
Bank of New Hampshire
New Hampshire
$144K -$459K -5,595 -77%
TC
864
Truvestments Capital
Florida
$141K -$4.18K -51 -3%
WT
865
Whittier Trust
California
$140K -$12.4K -151 -8%
JFGIW
866
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$131K -$5.41K -66 -4%
AWM
867
Ameliora Wealth Management
Switzerland
$130K +$117K +1,425 +1,425%
AIM
868
Acropolis Investment Management
Missouri
$127K
MS
869
Mizuho Securities
Japan
$126K -$596K -7,270 -83%
1IA
870
1620 Investment Advisors
Massachusetts
$126K +$121K +1,472 +18,400%
BBHC
871
Brown Brothers Harriman & Co
New York
$122K -$9.43K -115 -7%
RI
872
Ridgewood Investments
New Jersey
$110K -$40.5K -494 -28%
MTIM
873
Marathon Trading Investment Management
Pennsylvania
$107K +$79K +963 +321%
QPBE
874
Quintet Private Bank (Europe)
Luxembourg
$106K -$8.12K -99 -7%
CAL
875
Capital Advisors Ltd
Ohio
$100K

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.