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 %
TCOV
901
Trust Company of Vermont
Vermont
$53.5K -$8.5K -100 -14%
GSWM
902
Golden State Wealth Management
California
$51.9K +$51.9K +611 New
TFIPS
903
Towarzystwo Funduszy Inwestycyjnych PZU SA
$51K +$21.2K +250 +71%
MAS
904
MPWM Advisory Solutions
Georgia
$50.7K +$50.7K +597 New
CA
905
Continuum Advisory
Idaho
$50.5K +$5.52K +65 +12%
GAM
906
Generali Asset Management
Italy
$49.2K +$49.2K +579 New
EWA
907
EverSource Wealth Advisors
Alabama
$44.2K +$8.32K +98 +23%
CFP
908
Comprehensive Financial Planning
Pennsylvania
$43.2K +$43.2K +508 New
MCM
909
Manchester Capital Management
Vermont
$42.9K -$85 -1 -0.2%
TWD
910
True Wealth Design
Ohio
$42.6K +$679 +8 +2%
AFM
911
Aspetuck Financial Management
Connecticut
$42.5K +$42.5K +500 New
DMBA
912
Deseret Mutual Benefit Administrators
Utah
$40.8K +$11.2K +132 +38%
PA
913
PSI Advisors
Florida
$40.6K +$1.45K +17 +4%
FUBT
914
First United Bank & Trust
Maryland
$38.2K – – –
SIA
915
Sit Investment Associates
Minnesota
$38K – – –
MG
916
Mather Group
Illinois
$37.1K +$2.89K +34 +8%
PFBT
917
Parkside Financial Bank & Trust
Missouri
$36.4K +$3.66K +43 +11%
MPWT
918
MassMutual Private Wealth & Trust
Connecticut
$35.5K +$11.6K +136 +48%
MSWM
919
Mowery & Schoenfeld Wealth Management
Illinois
$34K – – –
CWM
920
Centricity Wealth Management
Ohio
$33.6K +$33.6K +395 New
VCM
921
Versant Capital Management
Arizona
$33.5K +$13.5K +159 +68%
NRG
922
Nemes Rush Group
Michigan
$32.6K -$10.7K -126 -25%
T
923
Tidemark
California
$32K – – –
Fifth Third Bancorp
924
Fifth Third Bancorp
Ohio
$30.9K +$2.72K +32 +10%
TCM
925
Tradewinds Capital Management
Washington
$30.7K +$4.25K +50 +16%
35 36
37
38 39