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 %
GSEP
1101
Golden State Equity Partners
California
– -$328K -3,864 Closed
HCM
1102
Howard Capital Management
Georgia
– -$318K -3,746 Closed
CAM
1103
Covenant Asset Management
New Jersey
– -$315K -3,704 Closed
Empower Advisory Group
1104
Empower Advisory Group
Colorado
– -$314K -3,691 Closed
TWPM
1105
Total Wealth Planning & Management
Florida
– -$312K -3,672 Closed
SIG
1106
Sargent Investment Group
Maryland
– -$299K -3,649 Closed
WPIC
1107
White Pine Investment Company
Michigan
– -$303K -3,560 Closed
CT
1108
Chicago Trust
Illinois
– -$302K -3,550 Closed
WA
1109
Waverly Advisors
Alabama
– -$302K -3,549 Closed
WWM
1110
Westwood Wealth Management
California
– -$293K -3,450 Closed
SMC
1111
Smith, Moore & Co
Missouri
– -$275K -3,235 Closed
AIA
1112
AssuredPartners Investment Advisors
Florida
– -$273K -3,208 Closed
SB
1113
Strategic Blueprint
Georgia
– -$272K -3,197 Closed
BFG
1114
Berger Financial Group
Minnesota
– -$272K -3,195 Closed
AIM
1115
Aigen Investment Management
New York
– -$271K -3,194 Closed
MFG
1116
Merit Financial Group
Georgia
– -$271K -3,188 Closed
PA
1117
Pinnacle Associates
New York
– -$266K -3,132 Closed
SAM
1118
Silvercrest Asset Management
New York
– -$266K -3,126 Closed
SWM
1119
SilverOak Wealth Management
Minnesota
– -$261K -3,074 Closed
CSP
1120
Cary Street Partners
Virginia
– -$261K -3,074 Closed
PIA
1121
Powell Investment Advisors
Florida
– -$260K -3,063 Closed
MCCA
1122
Mill Creek Capital Advisors
Pennsylvania
– -$260K -3,055 Closed
SAG
1123
SageView Advisory Group
California
– -$259K -3,053 Closed
HCA
1124
Harbour Capital Advisors
Virginia
– -$279K -3,030 Closed
VW
1125
Vance Wealth
California
– -$257K -3,029 Closed
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