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XYZ

Block Inc

1,137 hedge funds and large institutions have $33.9B invested in Block Inc in 2024 Q4 according to their latest regulatory filings, with 268 funds opening new positions, 369 increasing their positions, 345 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 268 | Existing positions closed: 95

32% more capital invested

Capital invested by funds: $25.8B → $33.9B (+$8.12B)

16% more funds holding in top 10

Funds holding in top 10: 2529 (+4)

15% more funds holding

Funds holding: 9861,137 (+151)

2.69% more ownership

Funds ownership: 69.09%71.78% (+2.7%)

7% more repeat investments, than reductions

Existing positions increased: 369 | Existing positions reduced: 345

1% more call options, than puts

Call options by funds: $2.52B | Put options by funds: $2.51B

Holders
1,137
Holders Change
+151
Holders Change %
+15.31%
% of All Funds
14.98%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.38%
New
268
Increased
369
Reduced
345
Closed
95
Calls
$2.52B
Puts
$2.51B
Net Calls
+$15.5M
Net Calls Change
+$268M
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
951
Rothschild Investment LLC
Illinois
$25.2K +$1.23K +15 +5%
NWWA
952
New Wave Wealth Advisors
Arkansas
$24.8K +$24K +292 New
AIM
953
Anchor Investment Management
South Carolina
$24.7K
AF
954
Advisornet Financial
Minnesota
$24.3K -$2.87K -35 -11%
NWM
955
Nova Wealth Management
Florida
$24.2K +$23.4K +285 New
QCG
956
Quadrant Capital Group
Ohio
$23.6K -$902 -11 -4%
WA
957
Whipplewood Advisors
Colorado
$22.7K +$21.9K +267 New
HWA
958
HHM Wealth Advisors
Tennessee
$22.4K -$2.79K -34 -11%
CT
959
Clearstead Trust
Maine
$21.3K -$6.07K -74 -23%
AA
960
Addison Advisors
Vermont
$20.9K
PA
961
Pineridge Advisors
Missouri
$20.8K +$5.74K +70 +40%
ST
962
Smithfield Trust
Pennsylvania
$20K
ME
963
McIlrath & Eck
Washington
$19.7K -$1.48K -18 -7%
SC
964
SouthState Corp
Florida
$19.6K -$13.1K -160 -41%
BCMLT
965
Beacon Capital Management LLC (Tennessee)
Tennessee
$19.5K
HWM
966
Hemington Wealth Management
Virginia
$19K +$4.84K +59 +34%
CIAS
967
CBIZ Investment Advisory Services
Ohio
$19K -$17.3K -211 -49%
TSMHT
968
Thurston Springer Miller Herd & Titak
Indiana
$18.9K +$1.89K +23 +12%
AW
969
Avion Wealth
Texas
$18K -$7.38K -90 -30%
CIAM
970
Caitong International Asset Management
Hong Kong
$17.5K +$16.9K +206 New
SIS
971
Sound Income Strategies
Florida
$17K -$1.4K -17 -8%
CTB
972
Country Trust Bank
Illinois
$17K
EBA
973
Eagle Bay Advisors
New York
$17K
IWP
974
IAG Wealth Partners
Wisconsin
$17K
SIS
975
Strategic Investment Solutions
Illinois
$17K

XYZ Hedge Fund Activity: Q4 2024 in Review

1,137 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q4 2024, worth a combined $33.9B — up 32% from $25.8B a quarter earlier.

Buyers outnumbered sellers: 268 funds opened new XYZ positions and 95 closed out — a net gain of 173 holders — while 369 added to existing stakes and 345 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $534M. The largest seller was Lone Pine Capital, cutting an estimated $320M.

  • 1,137 institutional investors held Block Inc (XYZ) as of Q4 2024, up from 986 in Q3 2024.
  • Funds reported $33.9B of Block Inc stock for Q4 2024, up 32% quarter-over-quarter.
  • 268 funds opened new Block Inc positions in Q4 2024 and 95 closed out, a net change of +173 holders.
  • The largest Block Inc buyer in Q4 2024 was T. Rowe Price Associates, an estimated $534M added.
  • The largest Block Inc seller in Q4 2024 was Lone Pine Capital, an estimated $320M sold.

Based on aggregated 13F filings for Q4 2024.