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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 %
PAS
251
Point72 Asia (Singapore)
Singapore
$983K +$983K +17,903 New
MCA
252
MSH Capital Advisors
Arizona
$973K -$1.81K -33 -0.2%
CL
253
Choreo LLC
Illinois
$964K +$148K +2,685 +18%
Osaic Holdings
254
Osaic Holdings
Arizona
$962K -$387K -7,156 -29%
VPIM
255
Vanguard Personalized Indexing Management
California
$947K +$35.3K +643 +4%
X
256
Xponance
Pennsylvania
$943K -$47.8K -870 -5%
RT
257
Rockland Trust
Massachusetts
$926K
AG
258
Ascent Group
Virginia
$906K -$21.4K -390 -2%
IFS
259
Ifrah Financial Services
Arkansas
$906K -$9.99K -182 -1%
VI
260
Vestcor Inc
New Brunswick, Canada
$897K
FFA
261
Farther Finance Advisors
California
$894K -$14K -255 -2%
AR
262
Advisory Research
Illinois
$890K +$60.6K +1,104 +7%
PHK
263
Point72 Hong Kong
Hong Kong
$890K +$890K +16,209 New
Connor, Clark & Lunn Investment Management (CC&L)
264
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$889K +$889K +16,195 New
QCM
265
QRG Capital Management
Illinois
$888K -$312K -5,689 -26%
TI
266
Tidal Investments
Wisconsin
$863K +$34.1K +621 +4%
PFGIA
267
Patriot Financial Group Insurance Agency
Massachusetts
$861K +$175K +3,181 +25%
Baird Financial Group
268
Baird Financial Group
Wisconsin
$854K -$91.4K -1,666 -10%
SDIC
269
South Dakota Investment Council
South Dakota
$840K -$964K -17,561 -53%
MML Investors Services
270
MML Investors Services
Massachusetts
$840K -$320K -5,832 -28%
LB
271
Legacy Bridge
Iowa
$838K
Carson Wealth (CWM LLC)
272
Carson Wealth (CWM LLC)
Nebraska
$832K +$10.8K +197 +1%
RC
273
RBF Capital
California
$823K
HighTower Advisors
274
HighTower Advisors
Illinois
$821K -$114K -2,078 -12%
SC
275
SummitTX Capital
Texas
$820K -$271K -4,942 -25%