HRB icon

H&R Block

558 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, 196 increasing their positions, 206 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

5% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 206

3.07% less ownership

Funds ownership: 95.31%92.24% (-3.1%)

10% less call options, than puts

Call options by funds: $16.9M | Put options by funds: $18.8M

Holders
558
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.9M
Puts
$18.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
226
$1.27M
227
$1.27M
228
$1.19M
229
$1.18M
230
$1.16M
231
$1.15M
232
$1.13M
233
$1.13M
234
$1.12M
235
$1.09M
236
$1.09M
237
$1.08M
238
$1.07M
239
$1.07M
240
$1.06M
241
$1.06M
242
$1.05M
243
$1.04M
244
$1.04M
245
$1.02M
246
$1.01M
247
$1M
248
$1M
249
$995K
250
$988K