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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 %
AI
326
AdvisorShares Investments
Maryland
$439K +$439K +8,000 New
PTC
327
Petrus Trust Company
Texas
$420K +$420K +7,644 New
CF
328
Convergence Financial
Missouri
$413K +$167K +3,038 +68%
SAG
329
SageView Advisory Group
California
$399K -$4.5K -81 -1%
FHA
330
Flagship Harbor Advisors
Massachusetts
$395K +$1.92K +35 +0.5%
MLL
331
Moody Lynn & Lieberson
Massachusetts
$393K -$2.09K -38 -0.5%
URS
332
Utah Retirement Systems
Utah
$385K -$21.5K -391 -5%
AAS
333
Avantax Advisory Services
Texas
$383K -$62.3K -1,135 -14%
QCG
334
Quadrant Capital Group
Ohio
$370K +$29.9K +544 +9%
LG
335
Leuthold Group
Minnesota
$369K – – –
PAM
336
Panagora Asset Management
Massachusetts
$368K -$53K -966 -13%
FFN
337
Focus Financial Network
Minnesota
$367K – – –
HI
338
Harbour Investments
Wisconsin
$363K +$4.34K +79 +1%
PNC
339
Park National Corp
Ohio
$358K -$4.72K -86 -1%
MSRPS
340
Maryland State Retirement & Pension System
Maryland
$356K – – –
SCI
341
Silver Coast Investments
United States
$353K +$18.2K +332 +5%
ET
342
Entropy Technologies
New York
$351K -$966K -17,603 -73%
GCP
343
GSA Capital Partners
United Kingdom
$350K -$538K -9,816 -61%
PCG
344
Prosperity Consulting Group
Maryland
$343K -$10.8K -197 -3%
MWM
345
MOKAN Wealth Management
Kansas
$340K +$2.25K +41 +0.7%
WPW
346
Waldron Private Wealth
Pennsylvania
$336K – – –
HT
347
Headlands Technologies
Illinois
$331K +$329K +5,986 +13,921%
ProShare Advisors
348
ProShare Advisors
Maryland
$326K +$12.8K +233 +4%
IWM
349
IHT Wealth Management
Illinois
$323K +$6.09K +111 +2%
RSWM
350
Robertson Stephens Wealth Management
California
$319K +$2.1K +38 +0.7%
12 13
14
15 16