XYZ

Block, Inc.
XYZ

Overview Fund Activity

993 hedge funds and large institutions have $21.2B invested in Block, Inc. in 2025 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 329 increasing their positions, 384 reducing their positions, and 227 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
993
Holders Change
-128
Holders Change %
-11.42%
% of All Funds
13.49%
Holding in Top 10
21
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-27.59%
% of All Funds
0.29%
New
120
Increased
329
Reduced
384
Closed
227
Calls
$1.38B
Puts
$1.2B
Net Calls
+$179M
Net Calls Change
+$167M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.06B
2
DZ Bank
DZ Bank
Germany
+$298M
3
DIG
Dragoneer Investment Group
California
+$223M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$160M
5
Tiger Global Management
Tiger Global Management
New York
+$102M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$668M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$322M
3
LPC
Lone Pine Capital
Connecticut
-$320M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$205M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPC
876
Park Place Capital
Alabama
$4.84K – – –
CWC
877
Carolinas Wealth Consulting
North Carolina
$4.73K – – –
GWSA
878
Global Wealth Strategies & Associates
Colorado
$4.67K -$4.89K -90 -51%
KA
879
Kozak & Associates
Colorado
$4.65K -$123K -2,245 -96%
PB
880
Pinnacle Bancorp
Nebraska
$4.56K +$4.56K +84 New
CIAS
881
CBIZ Investment Advisory Services
Ohio
$4.51K -$7.61K -140 -63%
CFO
882
CVA Family Office
Colorado
$4.46K -$3.37K -62 -43%
AAG
883
Armstrong Advisory Group
Massachusetts
$4.08K – – –
PA
884
Pineridge Advisors
Missouri
$4.08K -$9.24K -170 -69%
DI
885
DAGCO Inc
Ohio
$4.08K +$4.08K +75 New
GBT
886
Grove Bank & Trust
Florida
$3.97K +$1.9K +35 +92%
FFO
887
Fortitude Family Office
Arizona
$3.86K – – –
ICM
888
Islay Capital Management
Texas
$3.8K – – –
CYG
889
Clean Yield Group
Vermont
$3.8K – – –
PWA
890
Physician Wealth Advisors
Utah
$3.75K -$54 -1 -1%
FNWA
891
Financial Network Wealth Advisors
Utah
$3.75K +$1.25K +23 +50%
IBOK
892
Independence Bank of Kentucky
Kentucky
$3.53K – – –
CAWM
893
Capital A Wealth Management
Pennsylvania
$3.26K – – –
PK
894
Pflug Koory
Nebraska
$3.1K – – –
KIM
895
Kestra Investment Management
Texas
$3.04K -$33.5K -616 -92%
OAJ
896
Ogorek Anthony Joseph
New York
$3K +$3K +62 New
CI
897
Cordant Inc
Oregon
$2.99K +$2.99K +55 New
HNW
898
High Note Wealth
Minnesota
$2.72K -$109 -2 -4%
AEPWM
899
Atlantic Edge Private Wealth Management
Florida
$2.72K – – –
BL
900
BFSG LLC
California
$2.72K – – –
34 35
36
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