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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
HGERS
1026
Householder Group Estate & Retirement Specialist
Arizona
$8K -$33.3K -406 -81%
PP
1027
PrairieView Partners
Minnesota
$8K
OP
1028
ORG Partners
Indiana
$7.79K -$164 -2 -2%
HNB
1029
Hilltop National Bank
Wyoming
$7.65K
PPC
1030
Park Place Capital
Alabama
$7.56K
CPG
1031
Cornerstone Planning Group
New Jersey
$7.4K +$820 +10 +13%
CWC
1032
Carolinas Wealth Consulting
North Carolina
$7.39K
CFFP
1033
Center for Financial Planning
Michigan
$7.22K
BIA
1034
Bell Investment Advisors
California
$7.05K +$738 +9 +12%
CAM
1035
Creekmur Asset Management
Illinois
$6.97K
DRP
1036
Decker Retirement Planning
Utah
$6.97K +$6.73K +82 New
WWP
1037
WR Wealth Planners
Missouri
$6.8K +$738 +9 +13%
DP
1038
Denver PWM
Colorado
$6.63K -$15K -183 -70%
MA
1039
Modus Advisors
Minnesota
$6.54K +$6.32K +77 New
T
1040
Transce3nd
Texas
$6.54K +$6.32K +77 New
FFO
1041
Fortitude Family Office
Arizona
$6.03K
CAM
1042
Clarity Asset Management
Iowa
$5.95K +$5.74K +70 New
PWA
1043
Physician Wealth Advisors
Utah
$5.95K +$5.74K +70 New
CYG
1044
Clean Yield Group
Vermont
$5.95K
ICM
1045
Islay Capital Management
Texas
$5.95K
VHAM
1046
Van Hulzen Asset Management
California
$5.53K +$5.33K +65 New
IBOK
1047
Independence Bank of Kentucky
Kentucky
$5.52K +$4.51K +55 +550%
CAWM
1048
Capital A Wealth Management
Pennsylvania
$5.1K +$4.92K +60 New
PK
1049
Pflug Koory
Nebraska
$4.84K
MWA
1050
Medallion Wealth Advisors
Connecticut
$4.67K +$4.51K +55 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.