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 %
HIIFS
851
Harel Insurance Investments & Financial Services
Israel
$144K -$18.6K -218 -11%
BONH
852
Bank of New Hampshire
New Hampshire
$144K -$476K -5,595 -77%
TC
853
Truvestments Capital
Florida
$141K -$4.33K -51 -3%
WT
854
Whittier Trust
California
$140K -$12.8K -151 -8%
JFGIW
855
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$131K -$5.99K -66 -4%
AWM
856
Ameliora Wealth Management
Switzerland
$130K +$121K +1,425 +1,425%
AIM
857
Acropolis Investment Management
Missouri
$127K – – –
MS
858
Mizuho Securities
Japan
$126K -$636K -7,270 -83%
1IA
859
1620 Investment Advisors
Massachusetts
$126K +$125K +1,472 +18,400%
BBHC
860
Brown Brothers Harriman & Co
New York
$122K -$9.77K -115 -7%
RI
861
Ridgewood Investments
New Jersey
$110K -$42K -494 -28%
MTIM
862
Marathon Trading Investment Management
Pennsylvania
$107K +$81.8K +963 +321%
QPBE
863
Quintet Private Bank (Europe)
Luxembourg
$106K -$8.41K -99 -7%
CAL
864
Capital Advisors Ltd
Ohio
$100K – – –
GWSG
865
GPS Wealth Strategies Group
Colorado
$96K – – –
FHA
866
First Horizon Advisors
Tennessee
$93.1K -$56.8K -668 -38%
CFD
867
Creative Financial Designs
Indiana
$92.3K -$45.8K -539 -33%
AAP
868
Arax Advisory Partners
Colorado
$92K +$2.72K +32 +3%
CAS
869
Coppell Advisory Solutions
Texas
$90.5K +$16.2K +185 +22%
WIM
870
Westside Investment Management
California
$90.3K -$4.34K -51 -5%
AA
871
Ancora Advisors
Ohio
$88.4K +$1.28K +15 +1%
SAM
872
Sherman Asset Management
California
$88.4K +$88.4K +1,040 New
A
873
AlphaQuest
New York
$88.1K +$88.1K +1,037 New
WT
874
Washington Trust
Rhode Island
$87.5K – – –
CI
875
CAZ Investments
Texas
$85K -$170K -2,000 -67%
33 34
35
36 37