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 %
VWM
1101
Vermillion Wealth Management
Minnesota
$510 +$510 +6 New
IWM
1102
IMG Wealth Management
Florida
$510 +$510 +6 New
DFA
1103
DHJJ Financial Advisors
Illinois
$425 – – –
PCFFS
1104
Pacific Center for Financial Services
California
$425 – – –
TVWM
1105
Tower View Wealth Management
Wisconsin
$425 +$425 +5 New
GI
1106
GS Investments
Minnesota
$340 – – –
FMP
1107
Financial Management Professionals
Texas
$340 – – –
NMG
1108
New Millennium Group
Utah
$340 – – –
AWM
1109
Accredited Wealth Management
Kentucky
$340 +$340 +4 New
PMIM
1110
Prudent Man Investment Management
Colorado
$340 +$340 +4 New
CWP
1111
Concord Wealth Partners
Virginia
$170 – – –
GCS
1112
Gordian Capital (Singapore)
Singapore
$87 – – –
FRA
1113
Front Row Advisors
California
$85 – – –
AWM
1114
AllSquare Wealth Management
New York
$85 – – –
CAC
1115
Core Alternative Capital
Georgia
$85 – – –
LFA
1116
Legend Financial Advisors
Pennsylvania
$85 +$85 +1 New
RFG
1117
REAP Financial Group
Texas
$42 -$2.69K -64 -98%
FWA
1118
FSC Wealth Advisors
New York
$21 +$21 +100 New
HCM
1119
HMI Capital Management
California
– -$199M -2,969,816 Closed
DCP
1120
D1 Capital Partners
New York
– -$110M -1,632,342 Closed
EQF
1121
Evergreen Quality Fund
Cayman Islands
– -$70.2M -1,046,300 Closed
RhumbLine Advisers
1122
RhumbLine Advisers
Massachusetts
– -$44.9M -669,145 Closed
ACL
1123
Azora Capital LP
Florida
– -$33.8M -503,402 Closed
SPS
1124
Susquehanna Portfolio Strategies
Pennsylvania
– -$23.2M -346,286 Closed
WorldQuant Millennium Advisors
1125
WorldQuant Millennium Advisors
New York
– -$15.1M -224,707 Closed
43 44
45
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