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 %
IC
1126
Iconiq Capital
California
– -$257K -3,024 Closed
WMWM
1127
Whitaker-Myers Wealth Managers
Ohio
– -$256K -3,014 Closed
FFA
1128
First Foundation Advisors
California
– -$256K -3,010 Closed
PPA
1129
Pacific Point Advisors
California
– -$255K -3,000 Closed
KCM
1130
Kathmere Capital Management
Pennsylvania
– -$252K -2,967 Closed
OWA
1131
Octavia Wealth Advisors
Ohio
– -$250K -2,936 Closed
FBC
1132
Fairfield, Bush & Co
Connecticut
– -$249K -2,935 Closed
GI
1133
GAMCO Investors
Connecticut
– -$249K -2,928 Closed
CWM
1134
Congress Wealth Management
Massachusetts
– -$249K -2,927 Closed
CPIG
1135
Chicago Partners Investment Group
Illinois
– -$254K -2,923 Closed
CCM
1136
Chiron Capital Management
Florida
– -$248K -2,916 Closed
FCM
1137
FJ Capital Management
Virginia
– -$247K -2,906 Closed
JIP
1138
Jaffetilchin Investment Partners
Florida
– -$245K -2,884 Closed
FPGT
1139
Financial Partners Group (Tennessee)
Tennessee
– -$245K -2,880 Closed
MWA
1140
Meridian Wealth Advisors
Texas
– -$243K -2,864 Closed
IWN
1141
Independent Wealth Network
Iowa
– -$243K -2,862 Closed
SIA
1142
Soltis Investment Advisors
Utah
– -$241K -2,836 Closed
BFWM
1143
Bright Futures Wealth Management
New York
– -$255K -2,828 Closed
CFGS
1144
Concourse Financial Group Securities
Alabama
– -$247K -2,826 Closed
QC
1145
Quadrature Capital
United Kingdom
– -$232K -2,733 Closed
FTWA
1146
Fifth Third Wealth Advisors
Ohio
– -$231K -2,723 Closed
HAS
1147
HBW Advisory Services
California
– -$229K -2,697 Closed
PIA
1148
Perennial Investment Advisors
California
– -$227K -2,676 Closed
AC
1149
Avestar Capital
New York
– -$224K -2,631 Closed
CIA
1150
Caerus Investment Advisors
Texas
– -$222K -2,610 Closed
44 45
46
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