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 %
SC
951
SouthState Corp
Florida
$19.6K -$13.6K -160 -41%
BCMLT
952
Beacon Capital Management LLC (Tennessee)
Tennessee
$19.5K – – –
HWM
953
Hemington Wealth Management
Virginia
$19K +$4.85K +59 +34%
CIAS
954
CBIZ Investment Advisory Services
Ohio
$19K -$17.9K -211 -49%
TSMHT
955
Thurston Springer Miller Herd & Titak
Indiana
$18.9K +$1.95K +23 +12%
AW
956
Avion Wealth
Texas
$18K -$7.57K -90 -30%
CIAM
957
Caitong International Asset Management
Hong Kong
$17.5K +$17.5K +206 New
SIS
958
Sound Income Strategies
Florida
$17K -$1.45K -17 -8%
CTB
959
Country Trust Bank
Illinois
$17K – – –
EBA
960
Eagle Bay Advisors
New York
$17K – – –
SIS
961
Strategic Investment Solutions
Illinois
$17K – – –
IWP
962
IAG Wealth Partners
Wisconsin
$17K – – –
CWM
963
Crowley Wealth Management
Delaware
$17K +$17K +200 New
CJ
964
Caitlin John
Michigan
$17K +$17K +200 New
MCM
965
MV Capital Management
Maryland
$16.9K +$3.66K +43 +28%
KFI
966
Key Financial Inc
Pennsylvania
$16.4K – – –
CSWM
967
Cassady Schiller Wealth Management
Ohio
$16.3K +$2.38K +28 +17%
GXJ
968
Global X Japan
Japan
$16.1K -$10.4K -122 -39%
AFG
969
Albion Financial Group
Utah
$15.7K – – –
S
970
Sachetta
Massachusetts
$15.2K – – –
SWA
971
SOA Wealth Advisors
New York
$15.2K +$14.8K +174 +3,480%
GWSA
972
Global Wealth Strategies & Associates
Colorado
$15K +$7.48K +88 +100%
JWA
973
JFS Wealth Advisors
Pennsylvania
$14.4K +$4K +47 +38%
BLC
974
Brown, Lisle/Cummings
Rhode Island
$14.4K -$3.4K -40 -19%
ADL
975
Asset Dedication LLC
California
$14.1K +$6.8K +80 +93%
37 38
39
40 41