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H&R Block

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
7.42%
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
Name Market Value Shares Shares
Change
Shares
Change %
CL
251
Choreo LLC
Illinois
$964K 17,443 +2,685 +18%
Osaic Holdings
252
Osaic Holdings
Arizona
$962K 17,807 -7,156 -29%
VPIM
253
Vanguard Personalized Indexing Management
California
$947K 17,244 +643 +4%
X
254
Xponance
Pennsylvania
$943K 17,180 -870 -5%
RT
255
Rockland Trust
Massachusetts
$926K 16,866
AG
256
Ascent Group
Virginia
$906K 16,511 -390 -2%
IFS
257
Ifrah Financial Services
Arkansas
$906K 16,500 -182 -1%
VI
258
Vestcor Inc
New Brunswick, Canada
$897K 16,342
FFA
259
Farther Finance Advisors
California
$894K 16,288 -255 -2%
AR
260
Advisory Research
Illinois
$890K 16,220 +1,104 +7%
PHK
261
Point72 Hong Kong
Hong Kong
$890K 16,209 +16,209 New
Connor, Clark & Lunn Investment Management (CC&L)
262
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$889K 16,195 +16,195 New
QCM
263
QRG Capital Management
Illinois
$888K 16,180 -5,689 -26%
TI
264
Tidal Investments
Wisconsin
$863K 15,721 +621 +4%
PFGIA
265
Patriot Financial Group Insurance Agency
Massachusetts
$861K 15,681 +3,181 +25%
Baird Financial Group
266
Baird Financial Group
Wisconsin
$854K 15,553 -1,666 -10%
SDIC
267
South Dakota Investment Council
South Dakota
$840K 15,301 -17,561 -53%
MML Investors Services
268
MML Investors Services
Massachusetts
$840K 15,312 -5,832 -28%
LB
269
Legacy Bridge
Iowa
$838K 15,265
Carson Wealth (CWM LLC)
270
Carson Wealth (CWM LLC)
Nebraska
$832K 15,159 +197 +1%
RC
271
RBF Capital
California
$823K 15,000
HighTower Advisors
272
HighTower Advisors
Illinois
$821K 14,963 -2,078 -12%
SC
273
SummitTX Capital
Texas
$820K 14,942 -4,942 -25%
CAM
274
Claret Asset Management
Quebec, Canada
$816K 14,874 +14,874 New
RFG
275
Range Financial Group
Oregon
$798K 14,543 -44 -0.3%