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 %
CA
1176
Calton & Associates
Florida
– -$204K -3,036 Closed
Allspring Global Investments
1177
Allspring Global Investments
North Carolina
– -$168K -2,507 Closed
SOADOR
1178
State of Alaska Department of Revenue
Alaska
– -$125K -1,875 Closed
AA
1179
Alta Advisers
United Kingdom
– -$114K -1,700 Closed
FWM
1180
Focused Wealth Management
New York
– -$96K -1,430 Closed
CPA
1181
Capital Performance Advisors
California
– -$83.4K -1,242 Closed
FFWM
1182
Future Financial Wealth Management
Ohio
– -$57.1K -850 Closed
HGA
1183
Hobbs Group Advisors
South Carolina
– -$37.7K -561 Closed
FIA
1184
FNY Investment Advisers
New York
– -$33K -500 Closed
MWA
1185
MFA Wealth Advisors
Pennsylvania
– -$15.8K -236 Closed
EWM
1186
Evermay Wealth Management
Virginia
– -$15.4K -230 Closed
RP
1187
Raelipskie Partnership
Ontario, Canada
– -$13.4K -200 Closed
NS
1188
NBC Securities
Alabama
– -$10K -160 Closed
MFA
1189
McClarren Financial Advisors
Pennsylvania
– -$73 -134 Closed
CWM
1190
CarsonAllaria Wealth Management
Illinois
– -$7.32K -109 Closed
GJWM
1191
Gilliland Jeter Wealth Management
Arkansas
– -$4.77K -71 Closed
AT
1192
Arlington Trust
Alabama
– -$4.03K -60 Closed
RA
1193
Rise Advisors
New York
– -$3.69K -55 Closed
HBW
1194
Hazlett, Burt & Watson
West Virginia
– -$3K -50 Closed
GPFA
1195
Game Plan Financial Advisors
Ohio
– -$3.36K -50 Closed
FAM
1196
Flaharty Asset Management
Florida
– -$3.36K -50 Closed
CWM
1197
Cedar Wealth Management
California
– -$2.69K -40 Closed
FCM
1198
Fourpath Capital Management
Oklahoma
– -$2.48K -37 Closed
LOIM
1199
Liberty One Investment Management
Illinois
– -$2.01K -30 Closed
WWM
1200
Wolff Wiese Magana
California
– -$2.01K -30 Closed
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