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 %
CFS
926
CGC Financial Services
Oregon
$1.36K – – –
MDA
927
Minot DeBlois Advisors
Massachusetts
$1.36K – – –
IA
928
IFS Advisors
Kansas
$1.36K +$1.36K +25 New
HFS
929
Hughes Financial Services
Virginia
$1.33K +$1.33K +24 New
MCM
930
MV Capital Management
Maryland
$1.3K -$9.51K -175 -88%
GWP
931
Gen-Wealth Partners
Michigan
$1.3K – – –
BWL
932
Bogart Wealth LLC
Virginia
$1.3K +$869 +16 +200%
BI
933
Binnacle Investments
Iowa
$1.3K +$1.3K +24 New
HWP
934
Highline Wealth Partners
California
$1.14K -$924 -17 -45%
RBI
935
Raiffeisen Bank International
Austria
$1.09K -$655K -12,060 -100%
JFA
936
JNBA Financial Advisors
Minnesota
$1.09K -$1.47K -27 -57%
RCA
937
Runnymede Capital Advisors
Ohio
$1.09K – – –
NEWAS
938
N.E.W. Advisory Services
Wisconsin
$1.03K +$1.03K +19 New
GKIM
939
GW&K Investment Management
Massachusetts
$1K – – –
TWD
940
True Wealth Design
Ohio
$951 -$25.6K -484 -96%
YP
941
YANKCOM Partnership
South Dakota
$924 – – –
RF
942
Robbins Farley
New Hampshire
$924 – – –
GFL
943
Granite FO LLC
New Hampshire
$924 – – –
SWIM
944
Smallwood Wealth Investment Management
New Jersey
$923 +$923 +17 New
RAM
945
Riggs Asset Management
Pennsylvania
$870 +$489 +9 +129%
PPWM
946
PFG Private Wealth Management
Florida
$869 – – –
RA
947
Rise Advisors
New York
$869 +$869 +16 New
PWAM
948
Private Wealth Asset Management
Iowa
$869 +$869 +16 New
WW
949
Winnow Wealth
Texas
$847 +$265 +5 +45%
CWM
950
Copia Wealth Management
Oregon
$815 – – –
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