XYZ

Block, Inc.
XYZ

Overview Fund Activity

993 hedge funds and large institutions have $21.2B invested in Block, Inc. in 2025 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 329 increasing their positions, 384 reducing their positions, and 227 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
993
Holders Change
-128
Holders Change %
-11.42%
% of All Funds
13.49%
Holding in Top 10
21
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-27.59%
% of All Funds
0.29%
New
120
Increased
329
Reduced
384
Closed
227
Calls
$1.38B
Puts
$1.2B
Net Calls
+$179M
Net Calls Change
+$167M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.06B
2
DZ Bank
DZ Bank
Germany
+$298M
3
DIG
Dragoneer Investment Group
California
+$223M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$160M
5
Tiger Global Management
Tiger Global Management
New York
+$102M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$668M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$322M
3
LPC
Lone Pine Capital
Connecticut
-$320M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$205M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
1076
Kingsview Wealth Management
Oregon
– -$628K -7,387 Closed
MIP
1077
Marietta Investment Partners
Wisconsin
– -$536K -6,311 Closed
WWM
1078
Whalen Wealth Management
Nevada
– -$527K -6,202 Closed
ICP
1079
Interchange Capital Partners
Pennsylvania
– -$518K -6,091 Closed
IAN
1080
Integrated Advisors Network
Texas
– -$516K -6,068 Closed
MUAMU
1081
Mitsubishi UFJ Asset Management (UK)
United Kingdom
– -$510K -6,000 Closed
CCP
1082
Clarity Capital Partners
California
– -$497K -5,850 Closed
PWA
1083
Prairie Wealth Advisors
Nebraska
– -$494K -5,808 Closed
DCM
1084
Dudley Capital Management
Virginia
– -$463K -5,453 Closed
GFA
1085
Gallagher Fiduciary Advisors
Illinois
– -$458K -5,389 Closed
WIA
1086
Wealthedge Investment Advisors
New York
– -$443K -5,215 Closed
HCA
1087
Harbor Capital Advisors
Illinois
– -$416K -4,893 Closed
AGDI
1088
Absolute Gestao de Investimentos
Brazil
– -$415K -4,879 Closed
SW
1089
SVB Wealth
Massachusetts
– -$411K -4,840 Closed
EFG
1090
Everhart Financial Group
Ohio
– -$409K -4,816 Closed
CAM
1091
CenterStar Asset Management
Illinois
– -$401K -4,715 Closed
PWM
1092
Prosperity Wealth Management
California
– -$382K -4,495 Closed
FHB
1093
First Hawaiian Bank
Hawaii
– -$376K -4,421 Closed
WPC
1094
Wedmont Private Capital
Pennsylvania
– -$360K -4,361 Closed
LAM
1095
LECAP Asset Management
United Kingdom
– -$361K -4,251 Closed
GCA
1096
Gallagher Capital Advisors
Texas
– -$353K -4,153 Closed
WCM
1097
Washington Capital Management
Washington
– -$348K -4,100 Closed
LIA
1098
LBMC Investment Advisors
Tennessee
– -$344K -4,042 Closed
CCB
1099
Cutter & Co Brokerage
Missouri
– -$343K -4,034 Closed
CBUSF
1100
Construction & Building Unions Superannuation Fund
Australia
– -$331K -3,900 Closed
42 43
44
45 46