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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
MA
1001
Montag & Associates
Georgia
$12.5K
CFO
1002
CVA Family Office
Colorado
$12.2K +$7.71K +94 +188%
TCG
1003
Transcendent Capital Group
Oklahoma
$11.9K
SIC
1004
SJS Investment Consulting
Ohio
$11.4K -$410 -5 -4%
SC
1005
Stephens Consulting
Michigan
$11.2K
CT
1006
Colonial Trust
South Carolina
$10.9K +$2.38K +29 +29%
BAM
1007
Byrne Asset Management
New Jersey
$10.6K +$10.3K +125 New
MTIC
1008
Missouri Trust & Investment Company
Missouri
$10K
TAM
1009
Tucker Asset Management
Colorado
$9.86K
HC
1010
Hurley Capital
New York
$9.4K +$8.37K +102 New
BCM
1011
Blume Capital Management
California
$9.01K
KBFS
1012
Kohmann Bosshard Financial Services
Ohio
$8.92K +$8.61K +105 New
CSPIA
1013
Cary Street Partners Investment Advisory
Virginia
$8.75K +$8.45K +103 New
SO
1014
Sierra Ocean
California
$8.75K +$8.45K +103 New
HRC
1015
Hoertkorn Richard Charles
$8.67K
FDW
1016
Fourth Dimension Wealth
Ohio
$8.5K +$8.2K +100 New
CPBTD
1017
Central Pacific Bank - Trust Division
Hawaii
$8.5K
EFP
1018
EnRich Financial Partners
Wisconsin
$8.5K
NA
1019
Nordwand Advisors
Pennsylvania
$8.5K
SVCP
1020
Silicon Valley Capital Partners
California
$8.5K
PWMG
1021
Prestige Wealth Management Group
New Jersey
$8.5K +$8.2K +100 New
IRAG
1022
Investment Research & Advisory Group
Georgia
$8.33K
T2I
1023
Turim 21 Investimentos
Brazil
$8.26K
AIC
1024
Archer Investment Corporation
Indiana
$8.24K
AWM
1025
Activest Wealth Management
Florida
$8.24K +$164 +2 +2%

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.