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 %
QC
926
Quent Capital
New York
$30.2K -$4.93K -58 -14%
ECM
927
EMC Capital Management
Texas
$30K -$796K -9,282 -96%
PMAM
928
Picton Mahoney Asset Management
Ontario, Canada
$30K +$3.84K +45 +15%
BOJHT
929
Bank of Jackson Hole Trust
Wyoming
$29.8K +$29.8K +351 New
RTC
930
Riverview Trust Company
Washington
$29.2K – – –
HI
931
Human Investing
Oregon
$26.6K +$26.6K +313 New
GFPC
932
Global Financial Private Client
Florida
$26.4K +$935 +11 +4%
HCM
933
Hollencrest Capital Management
California
$26.2K – – –
VNA
934
Valley National Advisers
Pennsylvania
$26K +$169 +2 +0.7%
HPC
935
HM Payson & Co
Maine
$25.5K -$850 -10 -3%
NB
936
NBT Bank
New York
$25.5K – – –
HFS
937
Horizon Financial Services
North Carolina
$25.5K – – –
RIL
938
Rothschild Investment LLC
Illinois
$25.2K +$1.28K +15 +5%
NWWA
939
New Wave Wealth Advisors
Arkansas
$24.8K +$24.8K +292 New
AIM
940
Anchor Investment Management
South Carolina
$24.7K – – –
AF
941
Advisornet Financial
Minnesota
$24.3K -$2.98K -35 -11%
NWM
942
Nova Wealth Management
Florida
$24.2K +$24.2K +285 New
QCG
943
Quadrant Capital Group
Ohio
$23.6K -$935 -11 -4%
WA
944
Whipplewood Advisors
Colorado
$22.7K +$22.7K +267 New
HWA
945
HHM Wealth Advisors
Tennessee
$22.4K -$2.89K -34 -11%
CT
946
Clearstead Trust
Maine
$21.3K -$6.29K -74 -23%
AA
947
Addison Advisors
Vermont
$20.9K – – –
PA
948
Pineridge Advisors
Missouri
$20.8K +$5.95K +70 +40%
ST
949
Smithfield Trust
Pennsylvania
$20K – – –
ME
950
McIlrath & Eck
Washington
$19.7K -$1.53K -18 -7%
36 37
38
39 40