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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.53B +$36.8M +448,785 +0.8%
BlackRock
2
BlackRock
New York
$2.65B +$31.7M +386,461 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.92B -$32.4M -394,855 -2%
Morgan Stanley
4
Morgan Stanley
New York
$1.66B +$256M +3,122,411 +19%
JP Morgan Chase
5
JP Morgan Chase
New York
$1.46B +$111M +1,348,606 +8%
State Street
6
State Street
Massachusetts
$1.03B +$17.2M +210,105 +2%
Baillie Gifford & Co
7
Baillie Gifford & Co
United Kingdom
$949M +$76.7M +934,704 +9%
Sands Capital Management
8
Sands Capital Management
Virginia
$879M -$72.8M -888,010 -8%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$753M +$15.8M +192,193 +2%
Ameriprise
10
Ameriprise
Minnesota
$646M +$81.5M +993,051 +15%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$642M -$21.6M -263,048 -3%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$625M +$534M +6,515,222 +778%
Norges Bank
13
Norges Bank
Norway
$607M +$40.8M +497,274 +7%
Sumitomo Mitsui Trust Group
14
Sumitomo Mitsui Trust Group
Japan
$570M -$96.4M -1,174,669 -15%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$487M +$328M +3,995,584 +230%
NAMA
16
Nikko Asset Management Americas
New York
$459M -$96.7M -1,179,179 -18%
DIG
17
Dragoneer Investment Group
California
$436M +$144M +1,759,585 +52%
American Century Companies
18
American Century Companies
Missouri
$426M -$15.7M -191,747 -4%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$421M -$42.1M -513,507 -9%
AIM
20
ARK Investment Management
Florida
$419M -$139M -1,697,551 -26%
Bank of America
21
Bank of America
North Carolina
$418M +$50.6M +616,572 +14%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$341M -$9.8M -119,443 -3%
LPC
23
Lone Pine Capital
Connecticut
$320M -$320M -3,904,730 -51%
Capital World Investors
24
Capital World Investors
California
$310M -$22.6M -276,064 -7%
UBS Group
25
UBS Group
Switzerland
$297M +$116M +1,412,569 +68%

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.