XYZ

Block, Inc.
XYZ

Overview Fund Activity

968 hedge funds and large institutions have $28B invested in Block, Inc. in 2025 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 318 increasing their positions, 359 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
968
Holders Change
-26
Holders Change %
-2.62%
% of All Funds
12.98%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.23%
New
127
Increased
318
Reduced
359
Closed
136
Calls
$1.77B
Puts
$1.71B
Net Calls
+$62.2M
Net Calls Change
-$116M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.21B
2
Viking Global Investors
Viking Global Investors
Connecticut
$368M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$377M
4
Citadel Advisors
Citadel Advisors
Florida
$324M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$174M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$578M
2
DZ Bank
DZ Bank
Germany
$21.9M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$37.8M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$111M
5
American Century Companies
American Century Companies
Missouri
$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
1076
Mather Group
Illinois
– -$23.2K -428 Closed
SFG
1077
Stonebridge Financial Group
Pennsylvania
– -$19K -349 Closed
1M
1078
1248 Management
Missouri
– -$18.8K -346 Closed
GFPC
1079
Global Financial Private Client
Florida
– -$18.3K -336 Closed
RTC
1080
Riverview Trust Company
Washington
– -$17.9K -329 Closed
SCB
1081
Saudi Central Bank
Saudi Arabia
– -$11.8K -218 Closed
VWM
1082
Valley Wealth Managers
New Jersey
– -$8.96K -165 Closed
MFA
1083
McClarren Financial Advisors
Pennsylvania
– -$29K -108 Closed
CWC
1084
Carolinas Wealth Consulting
North Carolina
– -$4.73K -87 Closed
DI
1085
DAGCO Inc
Ohio
– -$4.08K -75 Closed
CI
1086
Cordant Inc
Oregon
– -$2.99K -55 Closed
CA
1087
Continuum Advisory
Idaho
– -$2.23K -41 Closed
BCWM
1088
Bartlett & Co Wealth Management
Ohio
– -$1.79K -33 Closed
WPA
1089
West Paces Advisors
Georgia
– -$1.63K -30 Closed
WT
1090
Washington Trust
Rhode Island
– -$1.63K -30 Closed
LB
1091
Legacy Bridge
Iowa
– -$1.63K -30 Closed
RCA
1092
Runnymede Capital Advisors
Ohio
– -$1.09K -20 Closed
JFA
1093
JNBA Financial Advisors
Minnesota
– -$1.09K -20 Closed
RA
1094
Rise Advisors
New York
– -$869 -16 Closed
WW
1095
Winnow Wealth
Texas
– -$847 -16 Closed
PPWM
1096
PFG Private Wealth Management
Florida
– -$869 -16 Closed
LWCFA
1097
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$557 -10 Closed
HHGA
1098
Halbert Hargrove Global Advisors
California
– -$488 -9 Closed
BMC
1099
Bear Mountain Capital
Washington
– -$476 -8 Closed
NMG
1100
New Millennium Group
Utah
– -$217 -4 Closed
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