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 %
HIMS
1051
Hager Investment Management Services
New Hampshire
$3.4K +$3.4K +40 New
HWP
1052
Highline Wealth Partners
California
$3.23K -$4K -47 -55%
GBT
1053
Grove Bank & Trust
Florida
$3.23K – – –
FC
1054
Family CFO
California
$3.23K +$3.23K +38 New
CWA
1055
Carolina Wealth Advisors
South Carolina
$3.06K – – –
BAM
1056
Bellevue Asset Management
Washington
$3.06K – – –
CTA
1057
Colonial Trust Advisors
South Carolina
$2.98K -$8.5K -100 -74%
DPW
1058
DiNuzzo Private Wealth
Pennsylvania
$2.98K +$85 +1 +3%
FDCP
1059
Foster Dykema Cabot & Partners
Massachusetts
$2.81K -$2.81K -33 -50%
EC
1060
Elequin Capital
New York
$2.81K +$2.55K +30 +1,000%
HFM
1061
Hartford Financial Management
Connecticut
$2.64K – – –
WPA
1062
West Paces Advisors
Georgia
$2.55K – – –
LB
1063
Legacy Bridge
Iowa
$2.55K – – –
GJIA
1064
Glass Jacobson Investment Advisors
Maryland
$2.55K – – –
TC
1065
Tacita Capital
Ontario, Canada
$2.38K – – –
CFS
1066
CGC Financial Services
Oregon
$2.13K – – –
MDA
1067
Minot DeBlois Advisors
Massachusetts
$2.13K +$2.13K +25 New
GWP
1068
Gen-Wealth Partners
Michigan
$2.04K – – –
GKIM
1069
GW&K Investment Management
Massachusetts
$2K – – –
RCA
1070
Runnymede Capital Advisors
Ohio
$1.7K +$1.7K +20 New
CIA
1071
Cape Investment Advisory
Georgia
$1.53K +$1.11K +13 +260%
GFL
1072
Granite FO LLC
New Hampshire
$1.45K – – –
RF
1073
Robbins Farley
New Hampshire
$1.45K – – –
YP
1074
YANKCOM Partnership
South Dakota
$1.45K +$1.45K +17 New
PPWM
1075
PFG Private Wealth Management
Florida
$1.36K +$1.36K +16 New
41 42
43
44 45