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 %
TF
1076
Tompkins Financial
New York
$1.28K – – –
CNBTD
1077
Citizens National Bank Trust Department
Mississippi
$1.28K – – –
Pacer Advisors
1078
Pacer Advisors
Pennsylvania
$1.28K +$85 +1 +7%
CWM
1079
Copia Wealth Management
Oregon
$1.28K +$1.28K +15 New
WCM
1080
WealthTrak Capital Management
Virginia
$1.28K +$1.28K +15 New
GIA
1081
GHP Investment Advisors
Colorado
$1.19K – – –
FLP
1082
Financial Life Planners
Arizona
$1.02K +$1.02K +12 New
PWA
1083
Principia Wealth Advisory
Texas
$1.02K +$1.02K +12 New
CA
1084
Centerpoint Advisors
Massachusetts
$1K +$1K +6 New
MIFH
1085
Migdal Insurance & Financial Holdings
Israel
$1K +$1K +11 New
PS
1086
PayPay Securities
Japan
$935 +$595 +7 +175%
WW
1087
Winnow Wealth
Texas
$895 +$895 +11 New
BMC
1088
Bear Mountain Capital
Washington
$878 +$878 +10 New
LWCFA
1089
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$850 -$8.5K -100 -91%
PWMG
1090
Private Wealth Management Group
New Jersey
$850 – – –
BCH
1091
Berkshire Capital Holdings
California
$850 – – –
JFG
1092
JDM Financial Group
Texas
$850 – – –
BWL
1093
Bogart Wealth LLC
Virginia
$680 – – –
TFM
1094
TFC Financial Management
Massachusetts
$680 – – –
TIM
1095
Thompson Investment Management
Wisconsin
$680 – – –
AWM
1096
Abound Wealth Management
Tennessee
$616 -$37K -421 -98%
RAM
1097
Riggs Asset Management
Pennsylvania
$613 +$613 +7 New
AWM
1098
Atticus Wealth Management
Florida
$595 – – –
AF
1099
Atala Financial
California
$595 +$595 +7 New
PWM
1100
Parkworth Wealth Management
California
$510 +$510 +6 New
42 43
44
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