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H&R Block

557 hedge funds and large institutions have $6.96B invested in H&R Block in 2025 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 181 increasing their positions, 210 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

14% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 210

40% less call options, than puts

Call options by funds: $15.5M | Put options by funds: $25.9M

Holders
557
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
$15.5M
Puts
$25.9M
Net Calls
Net Calls Change

Top Buyers

1 +$70.4M
2 +$62.9M
3 +$49.2M
4
Marshall Wace
Marshall Wace
United Kingdom
+$48.1M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$40.4M

Top Sellers

1 -$194M
2 -$93.3M
3 -$63.5M
4
Boston Partners
Boston Partners
Massachusetts
-$40.2M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$29.4M
Name Holding Trade Value Shares
Change
Change in
Stake
251
$976K
252
$961K
253
$947K
254
$945K
255
$936K
256
$932K
257
$928K
258
$926K
259
$917K
260
$916K
261
$912K
262
$897K
263
$897K
264
$890K
265
$889K
266
$876K
267
$858K
268
$845K
269
$838K
270
$830K
271
$829K
272
$824K
273
$822K
274
$816K
275
$813K