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 %
JFG
1151
Jefferies Financial Group
New York
– -$895K -13,338 Closed
OWMIAS
1152
One Wealth Management Investment & Advisory Services
Florida
– -$734K -10,929 Closed
Balyasny Asset Management
1153
Balyasny Asset Management
Illinois
– -$651K -9,704 Closed
SPA
1154
Sherbrooke Park Advisers
New York
– -$594K -8,843 Closed
FTDI
1155
First Trust Direct Indexing
Massachusetts
– -$586K -8,732 Closed
PP
1156
Paloma Partners
Connecticut
– -$469K -6,989 Closed
AIA
1157
Angeles Investment Advisors
California
– -$443K -6,598 Closed
STA
1158
Summit Trail Advisors
New York
– -$434K -6,471 Closed
DS
1159
DRW Securities
Illinois
– -$398K -5,926 Closed
KLCM
1160
KG&L Capital Management
Louisiana
– -$342K -5,091 Closed
NICM
1161
Neo Ivy Capital Management
New York
– -$338K -5,038 Closed
DAS
1162
Dynamic Advisor Solutions
Arizona
– -$312K -4,650 Closed
IIA
1163
IPG Investment Advisors
California
– -$296K -4,411 Closed
SBLIC
1164
Security Benefit Life Insurance Company
Kansas
– -$285K -4,245 Closed
KIC
1165
Kensington Investment Counsel
California
– -$267K -3,972 Closed
OR
1166
Olympiad Research
Connecticut
– -$257K -3,823 Closed
PFGIA
1167
Patriot Financial Group Insurance Agency
Massachusetts
– -$253K -3,769 Closed
MC
1168
Machina Capital
France
– -$252K -3,751 Closed
LW
1169
Libra Wealth
California
– -$239K -3,554 Closed
AAM
1170
Azzad Asset Management
Virginia
– -$232K -3,450 Closed
EP
1171
Edgestream Partners
New Jersey
– -$221K -3,298 Closed
TCA
1172
Transcend Capital Advisors
New Jersey
– -$218K -3,246 Closed
ACGA
1173
Atlanta Consulting Group Advisors
Georgia
– -$216K -3,222 Closed
VFPW
1174
Vantage Financial Partners (Wisconsin)
Wisconsin
– -$214K -3,189 Closed
FPAS
1175
Focus Partners Advisor Solutions
Missouri
– -$211K -3,144 Closed
45 46
47
48 49