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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 %
FC
301
Farringdon Capital
United Kingdom
$540K +$540K +9,838 New
CTA
302
Chesley Taft & Associates
Illinois
$537K +$7.03K +128 +1%
PD
303
Point72 (DIFC)
United Arab Emirates
$531K +$531K +9,673 New
CDIEC
304
Crédit Industriel et Commercial
France
$521K +$521K +9,493 New
AWM
305
AE Wealth Management
Kansas
$515K -$1.43K -26 -0.3%
Aviva
306
Aviva
United Kingdom
$512K +$512K +9,335 New
WPC
307
Wedmont Private Capital
Pennsylvania
$512K +$5.39K +97 +1%
Brown Advisory
308
Brown Advisory
Maryland
$511K -$144K -2,628 -22%
Daiwa Securities Group
309
Daiwa Securities Group
Japan
$510K +$510K +9,300 New
SPA
310
Sherbrooke Park Advisers
New York
$500K +$500K +9,113 New
FBB
311
Fulton Breakefield Broenniman
Maryland
$500K -$6.04K -110 -1%
BTI
312
Blue Trust Inc
Georgia
$492K +$52.6K +959 +12%
MFG
313
Merit Financial Group
Georgia
$486K +$113K +2,060 +30%
TPCW
314
TD Private Client Wealth
New York
$478K -$1.7K -31 -0.4%
DWT
315
Dorsey & Whitney Trust
South Dakota
$477K – – –
TWM
316
TriaGen Wealth Management
California
$476K -$4.23K -77 -0.9%
GCM
317
Gallacher Capital Management
Colorado
$467K +$199K +3,631 +75%
TPA
318
Trivium Point Advisory
Connecticut
$462K -$18.3K -333 -4%
ACM
319
Advisors Capital Management
New Jersey
$460K +$5.33K +97 +1%
SCM
320
Sterling Capital Management
North Carolina
$458K +$72.8K +1,327 +19%
BCM
321
Bayesian Capital Management
New York
$457K -$884K -16,100 -66%
IPW
322
Impact Partnership Wealth
Georgia
$449K +$209K +3,802 +87%
CAM
323
Cresset Asset Management
Illinois
$447K -$23.9K -433 -5%
IA
324
IFP Advisors
Florida
$441K -$36K -608 -8%
TA
325
TCM Advisors
West Virginia
$439K -$588K – –
11 12
13
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