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
14.93%
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
$625M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$487M
3
Morgan Stanley
Morgan Stanley
New York
$1.66B
4
Citadel Advisors
Citadel Advisors
Florida
$215M
5
DIG
Dragoneer Investment Group
California
$436M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
$320M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$109M
3
HCM
HMI Capital Management
California
$0
4
AIM
ARK Investment Management
Florida
$419M
5
DCP
D1 Capital Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
T
1026
Transce3nd
Texas
$6.54K +$6.54K +77 New
MA
1027
Modus Advisors
Minnesota
$6.54K +$6.54K +77 New
FFO
1028
Fortitude Family Office
Arizona
$6.03K – – –
CAM
1029
Clarity Asset Management
Iowa
$5.95K +$5.95K +70 New
PWA
1030
Physician Wealth Advisors
Utah
$5.95K +$5.95K +70 New
CYG
1031
Clean Yield Group
Vermont
$5.95K – – –
ICM
1032
Islay Capital Management
Texas
$5.95K – – –
VHAM
1033
Van Hulzen Asset Management
California
$5.53K +$5.53K +65 New
IBOK
1034
Independence Bank of Kentucky
Kentucky
$5.52K +$4.67K +55 +550%
CAWM
1035
Capital A Wealth Management
Pennsylvania
$5.1K +$5.1K +60 New
PK
1036
Pflug Koory
Nebraska
$4.84K – – –
HNW
1037
High Note Wealth
Minnesota
$4.42K +$4.42K +52 New
AEPWM
1038
Atlantic Edge Private Wealth Management
Florida
$4.25K – – –
BL
1039
BFSG LLC
California
$4.25K – – –
HI
1040
Hoey Investments
Pennsylvania
$4.25K – – –
BC
1041
Barrett & Company
Rhode Island
$4.25K – – –
GEA
1042
Glen Eagle Advisors
New Jersey
$4.17K – – –
HWA
1043
Heritage Wealth Advisors
Virginia
$4.17K – – –
AAG
1044
Armstrong Advisory Group
Massachusetts
$4.08K +$1.96K +23 +92%
JFA
1045
JNBA Financial Advisors
Minnesota
$4K – – –
FNWA
1046
Financial Network Wealth Advisors
Utah
$3.91K -$2.38K -28 -38%
BGAI
1047
Bruce G. Allen Investments
Colorado
$3.66K – – –
SWM
1048
Sugarloaf Wealth Management
Georgia
$3.66K +$3.66K +43 New
WA
1049
WPG Advisers
Maryland
$3.57K +$3.57K +42 New
CMBA
1050
C.M. Bidwell & Associates
Hawaii
$3.49K – – –
40 41
42
43 44