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 %
CWM
951
Copia Wealth Management
Oregon
$815 – – –
TF
952
Tompkins Financial
New York
$815 – – –
Pacer Advisors
953
Pacer Advisors
Pennsylvania
$815 – – –
DF
954
Dunhill Financial
United Kingdom
$803 +$803 +15 New
HWA
955
HHM Wealth Advisors
Tennessee
$761 -$13.6K -250 -95%
GIA
956
GHP Investment Advisors
Colorado
$761 – – –
MAFA
957
MJT & Associates Financial Advisory
Minnesota
$707 +$707 +13 New
PS
958
PayPay Securities
Japan
$628 – – –
CMBA
959
C.M. Bidwell & Associates
Hawaii
$598 -$1.63K -30 -73%
LWCFA
960
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$557 – – –
PWMG
961
Private Wealth Management Group
New Jersey
$544 – – –
BCH
962
Berkshire Capital Holdings
California
$543 – – –
PW
963
Pandora Wealth
Illinois
$543 +$543 +10 New
HHGA
964
Halbert Hargrove Global Advisors
California
$488 +$488 +9 New
BMC
965
Bear Mountain Capital
Washington
$476 -$119 -2 -20%
TFM
966
TFC Financial Management
Massachusetts
$435 – – –
TIM
967
Thompson Investment Management
Wisconsin
$435 – – –
PWM
968
Parkworth Wealth Management
California
$435 +$109 +2 +33%
AWM
969
Atticus Wealth Management
Florida
$381 – – –
BHWM
970
Bay Harbor Wealth Management
Maryland
$380 +$380 +7 New
PMIM
971
Prudent Man Investment Management
Colorado
$340 – – –
IWM
972
IMG Wealth Management
Florida
$326 – – –
VWM
973
Vermillion Wealth Management
Minnesota
$326 – – –
DWM
974
Dogwood Wealth Management
Kansas
$326 +$326 +6 New
AWM
975
Abound Wealth Management
Tennessee
$284 -$114 -2 -29%
37 38
39
40 41