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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
CJ
976
Caitlin John
Michigan
$17K +$16.4K +200 New
CWM
977
Crowley Wealth Management
Delaware
$17K +$16.4K +200 New
MCM
978
MV Capital Management
Maryland
$16.9K +$3.53K +43 +28%
KFI
979
Key Financial Inc
Pennsylvania
$16.4K
CSWM
980
Cassady Schiller Wealth Management
Ohio
$16.3K +$2.3K +28 +17%
GXJ
981
Global X Japan
Japan
$16.1K -$10K -122 -39%
AFG
982
Albion Financial Group
Utah
$15.7K
S
983
Sachetta
Massachusetts
$15.2K
SWA
984
SOA Wealth Advisors
New York
$15.2K +$14.3K +174 +3,480%
GWSA
985
Global Wealth Strategies & Associates
Colorado
$15K +$7.22K +88 +100%
JWA
986
JFS Wealth Advisors
Pennsylvania
$14.4K +$3.86K +47 +38%
BLC
987
Brown, Lisle/Cummings
Rhode Island
$14.4K -$3.28K -40 -19%
ADL
988
Asset Dedication LLC
California
$14.1K +$6.56K +80 +93%
BCPWM
989
Bradley & Co Private Wealth Management
Florida
$14.1K +$13.6K +166 New
VWM
990
Valley Wealth Managers
New Jersey
$14K
NECFA
991
New England Capital Financial Advisors
Connecticut
$13.8K
FIA
992
FPC Investment Advisory
California
$13.6K -$201K -2,450 -94%
RWM
993
Rialto Wealth Management
New York
$13.5K +$13K +159 New
VFM
994
Vision Financial Markets
Connecticut
$13.5K +$13K +159 New
LG
995
LAM Group
Oregon
$13.3K
FFA
996
Fairfield Financial Advisors
Massachusetts
$12.7K
GC
997
Gould Capital
Washington
$12.7K
PP
998
PFS Partners
New Jersey
$12.7K
LDB
999
Lee, Danner & Bass
Tennessee
$12.7K +$12.3K +150 New
ACM
1000
Aster Capital Management
United Arab Emirates
$12.7K +$12.2K +149 New

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.