Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BLOCK INC (XYZ)

1K + Investors. Track Smart Money conviction in XYZ. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
1Q ▼
Buyers last Q
46%

Smart Money Signals — XYZ

Based on 948 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their XYZ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
948 funds currently hold this stock — 91% of the 3.0-year high of 1,044 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 9% fewer funds vs a year ago

fund count last 6Q
96 fewer hedge funds hold XYZ compared to a year ago (-9% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 46% buying

462 buying535 selling
Last quarter: 535 funds reduced or exited vs 462 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-20 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 121 → 134 → 164 → 144. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 17% medium ■ 19% new
606 out of 948 hedge funds have held XYZ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

234 → 121 → 134 → 164 → 144 new funds/Q
New funds entering each quarter: 121 → 134 → 164 → 144. A growing number of institutions are discovering XYZ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 10% 1-2yr ■ 23% new
Of 1,018 current holders: 688 (68%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
46 of 948 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in XYZ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: XYZ

How many hedge funds hold XYZ — quarterly history vs. share price
Quarterly hedge fund ownership of XYZ vs. share price

Market Analysis: XYZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XYZ

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

113 top-rated funds 15 high-conviction
Consensus
8.9
/ 10
breadth
×
Elite
4.3
/ 10
conviction
Hedge Fund Positioning: XYZ
2026 Q1 Stats Unlock in 9 days 1K + Investors

Track Smart Money conviction in XYZ. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1018 1028 -0.97%
13F Shares 458M 474M -3.27%
Total Value $26.84B $30.43B -11.78%
New Positions 147 168 -21
Increased Positions 400 441 -41
Closed Positions 152 130 +22
Reduced Positions 501 442 +59
Total Calls 36 43 -16.28%
Total Puts 39 44 -11.36%
PUT/CALL Ratio 1.08 1.02 Neutral

Statistics: XYZ

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in XYZ. Verified SEC 13F-HR filings.

Top 25 institutional holders of XYZ — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Avory & Company, LLC 9.58% 123,080 $7.4M
2 Amova Asset Management Americas, Inc. 2.42% 2,845,917 $171.2M
3 BOURGEON CAPITAL MANAGEMENT LLC 2.29% 219,441 $13.2M
4 Sicart Associates LLC 1.62% 104,992 $6.3M
5 DB Fitzpatrick & Co, Inc 1.33% 25,825 $1.6M
6 SWS Partners 1.30% 87,668 $5.3M
7 SANDS CAPITAL MANAGEMENT, LLC 1.30% 5,510,835 $331.6M
8 Martin Capital Advisors, LLP 1.18% 31,131 $1.9M
9 Eurizon Asset Management Hungary Ltd. 0.97% 15,000 $903K
10 Yoder Wealth Management, Inc. 0.95% 34,485 $2.1M
11 OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 0.76% 239,829 $14.4M
12 Future Fund LLC 0.74% 35,134 $2.1M
13 GFG Capital, LLC 0.71% 37,172 $2.2M
14 San Luis Wealth Advisors LLC 0.67% 66,950 $4.0M
15 Wellington Shields Capital Management, LLC 0.54% 59,416 $3.6M
16 Ulland Investment Advisors, LLC 0.51% 9,933 —
17 Weinberger Asset Management, Inc 0.51% 22,649 $1.4M
18 Optas, LLC 0.51% 56,076 $3.4M
19 LGT Financial Advisors LLC 0.46% 1,500 $90K
20 Insight Wealth Strategies, LLC 0.45% 67,044 $4.0M
21 Finivi Inc. 0.44% 13,268 $798K
22 Tuttle Capital Management, LLC 0.43% 4,297 $259K
23 Torrey Growth & Income Advisors 0.32% 12,820 $755K
24 SPIREPOINT PRIVATE CLIENT, LLC 0.30% 52,531 $3.2M
25 Accurate Wealth Management, LLC 0.30% 39,925 $2.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — BLOCK INC (XYZ)

What does the Smart Money Trend signal show for XYZ?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their XYZ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for XYZ?

More sellers than buyers — 46% buying: Last quarter: 535 funds reduced or exited vs 462 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for XYZ holders?

Elite ownership — 53% AUM from top-100 funds: 46 of 948 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in XYZ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held XYZ?

64% of holders stayed for 2+ years: 606 out of 948 hedge funds have held XYZ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.