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 %
CA
1151
Claro Advisors
Massachusetts
– -$220K -2,593 Closed
EWA
1152
Exencial Wealth Advisors
Oklahoma
– -$220K -2,587 Closed
MFG
1153
Magnus Financial Group
New York
– -$217K -2,558 Closed
FCI
1154
Financial Counselors Inc
Kansas
– -$217K -2,550 Closed
MG
1155
McHugh Group
Ohio
– -$217K -2,550 Closed
PCS
1156
Personal CFO Solutions
New Jersey
– -$217K -2,550 Closed
JWWM
1157
Johnson & White Wealth Management
Pennsylvania
– -$221K -2,549 Closed
AL
1158
Arnhold LLC
New York
– -$216K -2,545 Closed
MGIA
1159
Moneta Group Investment Advisors
Missouri
– -$214K -2,523 Closed
WA
1160
Wealth Alliance
New York
– -$213K -2,512 Closed
TWP
1161
Tempus Wealth Planning
California
– -$213K -2,510 Closed
CFP
1162
Cascade Financial Partners
California
– -$213K -2,505 Closed
NYLIM
1163
New York Life Investment Management
New York
– -$212K -2,495 Closed
GPA
1164
Guerra Pan Advisors
New Jersey
– -$211K -2,486 Closed
PFS
1165
Prospect Financial Services
New York
– -$211K -2,483 Closed
QWP
1166
Quotient Wealth Partners
Texas
– -$210K -2,473 Closed
BWA
1167
Bordeaux Wealth Advisors
California
– -$209K -2,459 Closed
NWM
1168
Napa Wealth Management
California
– -$203K -2,387 Closed
SC
1169
Sierra Capital
Florida
– -$203K -2,386 Closed
GLA
1170
Great Lakes Advisors
Illinois
– -$203K -2,385 Closed
LA
1171
Legacy Advisors
Pennsylvania
– -$200K -2,358 Closed
JSAM
1172
J. Safra Asset Management
New York
– -$190K -2,174 Closed
SC
1173
Stance Capital
Massachusetts
– -$185K -2,172 Closed
AIM
1174
Acropolis Investment Management
Missouri
– -$127K -1,491 Closed
JFGIW
1175
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$131K -1,443 Closed
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