H&R Block
558 hedge funds and large institutions have $6.79B invested in H&R Block in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 195 increasing their positions, 207 reducing their positions, and 58 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
less capital invested
Capital invested by funds: $ → $
6% less repeat investments, than reductions
Existing positions increased: 195 | Existing positions reduced: 207
3.08% less ownership
Funds ownership: 95.42% → 92.34% (-3.1%)
10% less call options, than puts
Call options by funds: $16.9M | Put options by funds: $18.8M
Holders
558
Holding in Top 10
3
Calls
$16.9M
Puts
$18.8M
Top Buyers
| 1 | +$65.6M | |
| 2 | +$38.4M | |
| 3 | +$21.1M | |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$20.7M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$17.2M |
Top Sellers
| 1 | -$62.5M | |
| 2 | -$46.4M | |
| 3 | -$40.9M | |
| 4 |
UBS AM
Chicago,
Illinois
|
-$38.7M |
| 5 |
Millennium Management
New York
|
-$37.6M |
