H&R Block
538 hedge funds and large institutions have $5.93B invested in H&R Block in 2025 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 168 increasing their positions, 193 reducing their positions, and 93 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
less ownership
Funds ownership: →
less funds holding
Funds holding: →
less first-time investments, than exits
New positions opened: | Existing positions closed:
13% less capital invested
Capital invested by funds: $6.78B → $5.93B (-$853M)
13% less repeat investments, than reductions
Existing positions increased: 168 | Existing positions reduced: 193
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Holders
538
Holding in Top 10
2
Calls
$12.8M
Puts
$11.7M
Top Buyers
| 1 | +$122M | |
| 2 | +$51.6M | |
| 3 | +$34.5M | |
| 4 |
UBS AM
Chicago,
Illinois
|
+$30.5M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$28.2M |
Top Sellers
| 1 | -$38.7M | |
| 2 | -$37.6M | |
| 3 | -$36.2M | |
| 4 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
-$35.8M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
-$30.6M |
