XYZ

Block Inc

973 hedge funds and large institutions have $28B invested in Block Inc in 2025 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 317 increasing their positions, 360 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less first-time investments, than exits

New positions opened: | Existing positions closed:

2% less funds holding

Funds holding: 995973 (-22)

12% less repeat investments, than reductions

Existing positions increased: 317 | Existing positions reduced: 360

19% less funds holding in top 10

Funds holding in top 10: 2117 (-4)

Holders
973
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.77B
Puts
$1.71B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1051
Drive Wealth Management
Utah
GFG
1052
Goldstone Financial Group
Illinois
VFA
1053
Valeo Financial Advisors
Indiana
AG
1054
Ascent Group
Virginia
AGM
1055
Alpine Global Management
New York
SMH
1056
Sanders Morris Harris
Texas
EPA
1057
Element Pointe Advisors
Florida
CAU
1058
Caxton Associates (UK)
GL
1059
GHE LLC
Tennessee
SB
1060
Simmons Bank
Arkansas
UBP
1061
Union Bancaire Privee
Switzerland
BA
1062
Bluesphere Advisors
Pennsylvania
FSA
1063
Franklin Street Advisors
North Carolina
DC
1064
Davenport & Co
Virginia
RLWM
1065
RF&L Wealth Management
Massachusetts
SQA
1066
Simon Quick Advisors
New Jersey
Kovitz Investment Group Partners
1067
Kovitz Investment Group Partners
Illinois
CWA
1068
Canvas Wealth Advisors
Kansas
MYLI
1069
Meiji Yasuda Life Insurance
Japan
CFG
1070
Citizens Financial Group
Rhode Island
AIP
1071
Arrowpoint Investment Partners
Singapore
QL
1072
Quarry LP
New York
LCM
1073
Laurion Capital Management
New York
CCM
1074
Coldstream Capital Management
Washington
FWM
1075
Focused Wealth Management
New York