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 %
BCPWM
976
Bradley & Co Private Wealth Management
Florida
$14.1K +$14.1K +166 New
VWM
977
Valley Wealth Managers
New Jersey
$14K – – –
NECFA
978
New England Capital Financial Advisors
Connecticut
$13.8K – – –
FIA
979
FPC Investment Advisory
California
$13.6K -$223K -2,450 -94%
VFM
980
Vision Financial Markets
Connecticut
$13.5K +$13.5K +159 New
RWM
981
Rialto Wealth Management
New York
$13.5K +$13.5K +159 New
LG
982
LAM Group
Oregon
$13.3K – – –
GC
983
Gould Capital
Washington
$12.7K – – –
PP
984
PFS Partners
New Jersey
$12.7K – – –
FFA
985
Fairfield Financial Advisors
Massachusetts
$12.7K – – –
LDB
986
Lee, Danner & Bass
Tennessee
$12.7K +$12.7K +150 New
ACM
987
Aster Capital Management
United Arab Emirates
$12.7K +$12.7K +149 New
MA
988
Montag & Associates
Georgia
$12.5K – – –
CFO
989
CVA Family Office
Colorado
$12.2K +$7.99K +94 +188%
TCG
990
Transcendent Capital Group
Oklahoma
$11.9K – – –
SIC
991
SJS Investment Consulting
Ohio
$11.4K -$425 -5 -4%
SC
992
Stephens Consulting
Michigan
$11.2K – – –
CT
993
Colonial Trust
South Carolina
$10.9K +$2.46K +29 +29%
BAM
994
Byrne Asset Management
New Jersey
$10.6K +$10.6K +125 New
MTIC
995
Missouri Trust & Investment Company
Missouri
$10K – – –
TAM
996
Tucker Asset Management
Colorado
$9.86K – – –
HC
997
Hurley Capital
New York
$9.4K +$9.4K +102 New
BCM
998
Blume Capital Management
California
$9.01K – – –
KBFS
999
Kohmann Bosshard Financial Services
Ohio
$8.92K +$8.92K +105 New
SO
1000
Sierra Ocean
California
$8.75K +$8.75K +103 New
38 39
40
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