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XYZ

Block Inc

1,137 hedge funds and large institutions have $33.9B invested in Block Inc in 2024 Q4 according to their latest regulatory filings, with 268 funds opening new positions, 369 increasing their positions, 345 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 268 | Existing positions closed: 95

32% more capital invested

Capital invested by funds: $25.8B → $33.9B (+$8.12B)

16% more funds holding in top 10

Funds holding in top 10: 2529 (+4)

15% more funds holding

Funds holding: 9861,137 (+151)

2.69% more ownership

Funds ownership: 69.09%71.78% (+2.7%)

7% more repeat investments, than reductions

Existing positions increased: 369 | Existing positions reduced: 345

1% more call options, than puts

Call options by funds: $2.52B | Put options by funds: $2.51B

Holders
1,137
Holders Change
+151
Holders Change %
+15.31%
% of All Funds
14.98%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.38%
New
268
Increased
369
Reduced
345
Closed
95
Calls
$2.52B
Puts
$2.51B
Net Calls
+$15.5M
Net Calls Change
+$268M
Name Holding Trade Value Shares
Change
Change in
Stake
MIFH
1101
Migdal Insurance & Financial Holdings
Israel
$1K +$902 +11 New
PS
1102
PayPay Securities
Japan
$935 +$574 +7 +175%
WW
1103
Winnow Wealth
Texas
$895 +$902 +11 New
BMC
1104
Bear Mountain Capital
Washington
$878 +$820 +10 New
LWCFA
1105
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$850 -$8.2K -100 -91%
BCH
1106
Berkshire Capital Holdings
California
$850
JFG
1107
JDM Financial Group
Texas
$850
PWMG
1108
Private Wealth Management Group
New Jersey
$850
BWL
1109
Bogart Wealth LLC
Virginia
$680
TFM
1110
TFC Financial Management
Massachusetts
$680
TIM
1111
Thompson Investment Management
Wisconsin
$680
AWM
1112
Abound Wealth Management
Tennessee
$616 -$34.5K -421 -98%
RAM
1113
Riggs Asset Management
Pennsylvania
$613 +$574 +7 New
AWM
1114
Atticus Wealth Management
Florida
$595
AF
1115
Atala Financial
California
$595 +$574 +7 New
IWM
1116
IMG Wealth Management
Florida
$510 +$492 +6 New
PWM
1117
Parkworth Wealth Management
California
$510 +$492 +6 New
VWM
1118
Vermillion Wealth Management
Minnesota
$510 +$492 +6 New
DFA
1119
DHJJ Financial Advisors
Illinois
$425
PCFFS
1120
Pacific Center for Financial Services
California
$425
TVWM
1121
Tower View Wealth Management
Wisconsin
$425 +$410 +5 New
FMP
1122
Financial Management Professionals
Texas
$340
GI
1123
GS Investments
Minnesota
$340
NMG
1124
New Millennium Group
Utah
$340
AWM
1125
Accredited Wealth Management
Kentucky
$340 +$328 +4 New

XYZ Hedge Fund Activity: Q4 2024 in Review

1,137 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q4 2024, worth a combined $33.9B — up 32% from $25.8B a quarter earlier.

Buyers outnumbered sellers: 268 funds opened new XYZ positions and 95 closed out — a net gain of 173 holders — while 369 added to existing stakes and 345 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $534M. The largest seller was Lone Pine Capital, cutting an estimated $320M.

  • 1,137 institutional investors held Block Inc (XYZ) as of Q4 2024, up from 986 in Q3 2024.
  • Funds reported $33.9B of Block Inc stock for Q4 2024, up 32% quarter-over-quarter.
  • 268 funds opened new Block Inc positions in Q4 2024 and 95 closed out, a net change of +173 holders.
  • The largest Block Inc buyer in Q4 2024 was T. Rowe Price Associates, an estimated $534M added.
  • The largest Block Inc seller in Q4 2024 was Lone Pine Capital, an estimated $320M sold.

Based on aggregated 13F filings for Q4 2024.