HRB icon

H&R Block
HRB

Overview Fund Activity

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
7.46%
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

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$101M
2
Goldman Sachs
Goldman Sachs
New York
$85M
3
Barclays
Barclays
United Kingdom
$27.3M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$20.7M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$96.1M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$8.11M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$760M
3
CCMG
Clark Capital Management Group
Pennsylvania
$0
4
UBS AM
UBS AM
Illinois
$9.45M
5
Millennium Management
Millennium Management
New York
$18.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
276
Claret Asset Management
Quebec, Canada
$816K +$816K +14,874 New
RFG
277
Range Financial Group
Oregon
$798K -$2.42K -44 -0.3%
BC
278
Bayforest Capital
United Kingdom
$785K +$785K +14,303 New
Public Employees Retirement Association of Colorado
279
Public Employees Retirement Association of Colorado
Colorado
$784K -$28.1K -512 -3%
NYLIM
280
New York Life Investment Management
New York
$763K -$35.6K -649 -4%
Jones Financial Companies
281
Jones Financial Companies
Missouri
$747K +$30.5K +557 +4%
HW
282
Hancock Whitney
Mississippi
$742K +$31.4K +572 +4%
JSW
283
Journey Strategic Wealth
New Jersey
$723K +$77.6K +1,414 +12%
Fidelity International
284
Fidelity International
Bermuda
$722K -$30.9K -563 -4%
P
285
&Partners
Tennessee
$721K +$17.8K +325 +3%
AWM
286
Affinity Wealth Management
Delaware
$694K +$17.1K +312 +3%
US Bancorp
287
US Bancorp
Minnesota
$677K +$3.18K +58 +0.5%
AWM
288
Aviso Wealth Management
Washington
$654K – – –
CRC
289
Curi RMB Capital
Illinois
$647K +$647K +11,711 New
I
290
InceptionR
California
$633K -$34.3K -625 -5%
SC
291
Savant Capital
Illinois
$633K -$59.7K -1,087 -9%
BC
292
Bridgefront Capital
Texas
$628K -$1.22M -22,218 -66%
Fifth Third Bancorp
293
Fifth Third Bancorp
Ohio
$597K +$220 +4 +0%
CA
294
CWC Advisors
Oregon
$582K +$13.8K +251 +2%
PMAM
295
Picton Mahoney Asset Management
Ontario, Canada
$580K +$579K +10,533 +58,517%
SAM
296
Securian Asset Management
Minnesota
$558K – – –
BCWM
297
Bartlett & Co Wealth Management
Ohio
$553K – – –
CAGAS
298
Capital Advisory Group Advisory Services
Minnesota
$548K -$6.81K -124 -1%
SS
299
Sunbelt Securities
Texas
$542K – – –
GC
300
Guggenheim Capital
Illinois
$541K -$12.1K -220 -2%
10 11
12
13 14