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 %
HNW
876
High Note Wealth
Minnesota
$3.4K – – –
HWP
877
Highline Wealth Partners
California
$3.4K +$1.97K +29 +138%
PWMG
878
Prestige Wealth Management Group
New Jersey
$3.4K +$3.4K +50 New
GEA
879
Glen Eagle Advisors
New Jersey
$3.33K – – –
HWA
880
Heritage Wealth Advisors
Virginia
$3.33K – – –
SO
881
Sierra Ocean
California
$3.26K -$4.69K -69 -59%
KIM
882
Kestra Investment Management
Texas
$3.04K – – –
GWSA
883
Global Wealth Strategies & Associates
Colorado
$2.92K -$2.92K -43 -50%
BGAI
884
Bruce G. Allen Investments
Colorado
$2.92K – – –
HIMS
885
Hager Investment Management Services
New Hampshire
$2.72K – – –
CWA
886
Carolina Wealth Advisors
South Carolina
$2.45K – – –
BAM
887
Bellevue Asset Management
Washington
$2.45K – – –
CTA
888
Colonial Trust Advisors
South Carolina
$2.38K – – –
FDCP
889
Foster Dykema Cabot & Partners
Massachusetts
$2.24K – – –
DWM
890
Dogwood Wealth Management
Kansas
$2.24K +$1.83K +27 +450%
DPW
891
DiNuzzo Private Wealth
Pennsylvania
$2.11K -$272 -4 -11%
HFM
892
Hartford Financial Management
Connecticut
$2.11K – – –
SWA
893
SOA Wealth Advisors
New York
$2.11K – – –
IWM
894
IMG Wealth Management
Florida
$2.11K +$1.7K +25 +417%
GJIA
895
Glass Jacobson Investment Advisors
Maryland
$2.04K – – –
T
896
Transce3nd
Texas
$2.04K – – –
WA
897
WPG Advisers
Maryland
$1.9K -$8.08K -119 -81%
TC
898
Tacita Capital
Ontario, Canada
$1.9K – – –
RF
899
Rossby Financial
Florida
$1.9K +$1.9K +28 New
SC
900
Stephens Consulting
Michigan
$1.77K +$1.77K +26 New
34 35
36
37 38