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 %
CAS
1176
Coppell Advisory Solutions
Texas
– -$90.5K -1,035 Closed
MBFW
1177
Morton Brown Family Wealth
Pennsylvania
– -$85K -1,000 Closed
MF
1178
Magnetar Financial
Illinois
– -$75K -882 Closed
OC
1179
Oarsman Capital
Wisconsin
– -$74.4K -875 Closed
MCM
1180
Mainstream Capital Management
California
– -$74.2K -873 Closed
AFM
1181
Aspetuck Financial Management
Connecticut
– -$42.5K -500 Closed
MSWM
1182
Mowery & Schoenfeld Wealth Management
Illinois
– -$34K -400 Closed
PMAM
1183
Picton Mahoney Asset Management
Ontario, Canada
– -$30K -352 Closed
HI
1184
Human Investing
Oregon
– -$26.6K -313 Closed
NWWA
1185
New Wave Wealth Advisors
Arkansas
– -$24.8K -292 Closed
EBA
1186
Eagle Bay Advisors
New York
– -$17K -200 Closed
CJ
1187
Caitlin John
Michigan
– -$17K -200 Closed
GXJ
1188
Global X Japan
Japan
– -$16.1K -190 Closed
LG
1189
LAM Group
Oregon
– -$13.3K -157 Closed
FFA
1190
Fairfield Financial Advisors
Massachusetts
– -$12.7K -150 Closed
FIA
1191
FPC Investment Advisory
California
– -$13.6K -150 Closed
LDB
1192
Lee, Danner & Bass
Tennessee
– -$12.7K -150 Closed
ACM
1193
Aster Capital Management
United Arab Emirates
– -$12.7K -149 Closed
TCG
1194
Transcendent Capital Group
Oklahoma
– -$11.9K -140 Closed
SC
1195
Stephens Consulting
Michigan
– -$11.2K -132 Closed
BAM
1196
Byrne Asset Management
New Jersey
– -$10.6K -125 Closed
KBFS
1197
Kohmann Bosshard Financial Services
Ohio
– -$8.92K -105 Closed
CSPIA
1198
Cary Street Partners Investment Advisory
Virginia
– -$8.75K -103 Closed
FWA
1199
FSC Wealth Advisors
New York
– -$21 -100 Closed
PWMG
1200
Prestige Wealth Management Group
New Jersey
– -$8.5K -100 Closed
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