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XYZ

Block Inc

1,137 hedge funds and large institutions have $33.9B invested in Block Inc in 2024 Q4 according to their latest regulatory filings, with 268 funds opening new positions, 369 increasing their positions, 345 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 268 | Existing positions closed: 95

32% more capital invested

Capital invested by funds: $25.8B → $33.9B (+$8.12B)

16% more funds holding in top 10

Funds holding in top 10: 2529 (+4)

15% more funds holding

Funds holding: 9861,137 (+151)

2.69% more ownership

Funds ownership: 69.09%71.78% (+2.7%)

7% more repeat investments, than reductions

Existing positions increased: 369 | Existing positions reduced: 345

1% more call options, than puts

Call options by funds: $2.52B | Put options by funds: $2.51B

Holders
1,137
Holders Change
+151
Holders Change %
+15.31%
% of All Funds
14.98%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.38%
New
268
Increased
369
Reduced
345
Closed
95
Calls
$2.52B
Puts
$2.51B
Net Calls
+$15.5M
Net Calls Change
+$268M
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
1201
MFA Wealth Advisors
Pennsylvania
-$15.8K -236 Closed
EWM
1202
Evermay Wealth Management
Virginia
-$15.4K -230 Closed
RP
1203
Raelipskie Partnership
Ontario, Canada
-$13.4K -200 Closed
NS
1204
NBC Securities
Alabama
-$10K -160 Closed
MFA
1205
McClarren Financial Advisors
Pennsylvania
-$73 -134 Closed
CWM
1206
CarsonAllaria Wealth Management
Illinois
-$7.32K -109 Closed
GJWM
1207
Gilliland Jeter Wealth Management
Arkansas
-$4.77K -71 Closed
AT
1208
Arlington Trust
Alabama
-$4.03K -60 Closed
RA
1209
Rise Advisors
New York
-$3.69K -55 Closed
FAM
1210
Flaharty Asset Management
Florida
-$3.36K -50 Closed
GPFA
1211
Game Plan Financial Advisors
Ohio
-$3.36K -50 Closed
HBW
1212
Hazlett, Burt & Watson
West Virginia
-$3K -50 Closed
CWM
1213
Cedar Wealth Management
California
-$2.69K -40 Closed
FCM
1214
Fourpath Capital Management
Oklahoma
-$2.48K -37 Closed
LOIM
1215
Liberty One Investment Management
Illinois
-$2.01K -30 Closed
WWM
1216
Wolff Wiese Magana
California
-$2.01K -30 Closed
JGIA
1217
Jackson Grant Investment Advisers
Connecticut
-$1.54K -23 Closed
APC
1218
Aspire Private Capital
North Carolina
-$1.14K -17 Closed
DF
1219
Dunhill Financial
United Kingdom
-$1.01K -15 Closed
NFA
1220
Northwest Financial Advisors
Virginia
-$872 -13 Closed
SC
1221
Swan Capital
Florida
-$806 -12 Closed
KB
1222
Kimelman & Baird
New York
-$739 -11 Closed
VWA
1223
Valued Wealth Advisors
Utah
-$739 -11 Closed
CA
1224
Claris Advisors
Missouri
-$671 -10 Closed
IRC
1225
Investors Research Corp
Georgia
-$671 -10 Closed

XYZ Hedge Fund Activity: Q4 2024 in Review

1,137 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q4 2024, worth a combined $33.9B — up 32% from $25.8B a quarter earlier.

Buyers outnumbered sellers: 268 funds opened new XYZ positions and 95 closed out — a net gain of 173 holders — while 369 added to existing stakes and 345 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $534M. The largest seller was Lone Pine Capital, cutting an estimated $320M.

  • 1,137 institutional investors held Block Inc (XYZ) as of Q4 2024, up from 986 in Q3 2024.
  • Funds reported $33.9B of Block Inc stock for Q4 2024, up 32% quarter-over-quarter.
  • 268 funds opened new Block Inc positions in Q4 2024 and 95 closed out, a net change of +173 holders.
  • The largest Block Inc buyer in Q4 2024 was T. Rowe Price Associates, an estimated $534M added.
  • The largest Block Inc seller in Q4 2024 was Lone Pine Capital, an estimated $320M sold.

Based on aggregated 13F filings for Q4 2024.