HRB icon

H&R Block
HRB

Overview Fund Activity

553 hedge funds and large institutions have $6.78B invested in H&R Block in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 194 increasing their positions, 204 reducing their positions, and 58 closing their positions.

Holders
553
Holders Change
-4
Holders Change %
-0.72%
% of All Funds
7.43%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
63
Increased
194
Reduced
204
Closed
58
Calls
$13.8M
Puts
$12.5M
Net Calls
+$1.33M
Net Calls Change
+$11.7M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$97.8M
2
Citadel Advisors
2
Citadel Advisors
Florida
$101M
3
Goldman Sachs
3
Goldman Sachs
New York
$85M
4
Barclays
4
Barclays
United Kingdom
$27.3M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$20.7M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$8.11M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$760M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$0
4
UBS AM
4
UBS AM
Illinois
$9.45M
5
Millennium Management
5
Millennium Management
New York
$18.8M
Name Market Value Shares Shares
Change 		Shares
Change %
SFA
226
Sequoia Financial Advisors
Ohio
$1.27M 23,052 -1,502 -6%
FRM
227
Fox Run Management
Connecticut
$1.19M 21,748 +21,748 New
EP
228
Edgestream Partners
New Jersey
$1.18M 21,569 -171,999 -89%
QT
229
Quantbot Technologies
New York
$1.16M 21,141 +821 +4%
EI
230
Ethic Inc
New York
$1.13M 20,603 +2,354 +13%
CI
231
Ceera Investments
Texas
$1.13M 20,510 – –
DZ Bank
232
DZ Bank
Germany
$1.12M 20,476 +2,534 +14%
Macquarie Group
233
Macquarie Group
Australia
$1.09M 19,900 -78,556 -80%
LAM
234
LECAP Asset Management
United Kingdom
$1.09M 19,770 -3,409 -15%
Pictet Asset Management
235
Pictet Asset Management
Switzerland
$1.08M 19,732 -95 -0.5%
CL
236
CSS LLC
Illinois
$1.07M 19,547 -6,265 -24%
Cambridge Investment Research Advisors
237
Cambridge Investment Research Advisors
Iowa
$1.06M 19,327 +2,999 +18%
IEFM
238
IQ EQ Fund Management
Ireland
$1.06M 19,258 -768 -4%
Focus Partners Wealth
239
Focus Partners Wealth
Massachusetts
$1.05M 19,135 -45 -0.2%
WI
240
WBI Investments
New Jersey
$1.04M 18,957 +18,957 New
CIP
241
Convergence Investment Partners
Florida
$1.04M 18,906 -3,003 -14%
PNC Financial Services Group
242
PNC Financial Services Group
Pennsylvania
$1.02M 18,591 +160 +0.9%
Nomura Holdings
243
Nomura Holdings
Japan
$1.01M 18,403 +18,403 New
NICM
244
Neo Ivy Capital Management
New York
$1M 18,292 +18,292 New
KIG
245
Kessler Investment Group
Indiana
$1M 18,262 +1,017 +6%
Wealthfront Advisers
246
Wealthfront Advisers
California
$995K 18,125 -380 -2%
NSEDCP
247
NJ State Employees Deferred Compensation Plan
New Jersey
$988K 18,000 – –
DTL
248
Dynamic Technology Lab
Singapore
$988K 18,000 +18,000 New
PAS
249
Point72 Asia (Singapore)
Singapore
$983K 17,903 +17,903 New
MCA
250
MSH Capital Advisors
Arizona
$973K 17,734 -33 -0.2%
8 9
10
11 12