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H&R Block

556 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, 195 increasing their positions, 206 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
556
Holders Change
-1
Holders Change %
-0.18%
% of All Funds
7.45%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
63
Increased
195
Reduced
206
Closed
58
Calls
$16.9M
Puts
$18.8M
Net Calls
-$1.93M
Net Calls Change
+$8.48M
Name Holding Trade Value Shares
Change
Shares
Change %
HCM
226
Huber Capital Management
California
$1.27M
SFA
227
Sequoia Financial Advisors
Ohio
$1.27M -$82.4K -1,502 -6%
FRM
228
Fox Run Management
Connecticut
$1.19M +$1.19M +21,748 New
EP
229
Edgestream Partners
New Jersey
$1.18M -$9.44M -171,999 -89%
QT
230
Quantbot Technologies
New York
$1.16M +$45.1K +821 +4%
EI
231
Ethic Inc
New York
$1.13M +$129K +2,354 +13%
CI
232
Ceera Investments
Texas
$1.13M
DZ Bank
233
DZ Bank
Germany
$1.12M +$139K +2,534 +14%
Macquarie Group
234
Macquarie Group
Australia
$1.09M -$4.31M -78,556 -80%
LAM
235
LECAP Asset Management
United Kingdom
$1.09M -$187K -3,409 -15%
Pictet Asset Management
236
Pictet Asset Management
Switzerland
$1.08M -$5.22K -95 -0.5%
CL
237
CSS LLC
Illinois
$1.07M -$344K -6,265 -24%
Susquehanna International Group
238
Susquehanna International Group
Pennsylvania
$1.07M -$5.18M -94,459 -83%
Cambridge Investment Research Advisors
239
Cambridge Investment Research Advisors
Iowa
$1.06M +$165K +2,999 +18%
IEFM
240
IQ EQ Fund Management
Ireland
$1.06M -$42.2K -768 -4%
Focus Partners Wealth
241
Focus Partners Wealth
Massachusetts
$1.05M -$2.47K -45 -0.2%
WI
242
WBI Investments
New Jersey
$1.04M +$1.04M +18,957 New
CIP
243
Convergence Investment Partners
Florida
$1.04M -$165K -3,003 -14%
PNC Financial Services Group
244
PNC Financial Services Group
Pennsylvania
$1.02M +$8.78K +160 +0.9%
Nomura Holdings
245
Nomura Holdings
Japan
$1.01M +$1.01M +18,403 New
NICM
246
Neo Ivy Capital Management
New York
$1M +$1M +18,292 New
KIG
247
Kessler Investment Group
Indiana
$1M +$55.8K +1,017 +6%
Wealthfront Advisers
248
Wealthfront Advisers
California
$995K -$20.9K -380 -2%
NSEDCP
249
NJ State Employees Deferred Compensation Plan
New Jersey
$988K
DTL
250
Dynamic Technology Lab
Singapore
$988K +$988K +18,000 New