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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 %
AL
351
Arnhold LLC
New York
$307K – – –
DT
352
Diversified Trust
Tennessee
$306K +$306K +5,582 New
KWM
353
Kingsview Wealth Management
Oregon
$305K -$5.49K -100 -2%
SIS
354
Sound Income Strategies
Florida
$305K -$7.56M -137,776 -96%
JWCA
355
J.W. Cole Advisors
Florida
$302K +$71.6K +1,304 +31%
SAM
356
Shell Asset Management
Netherlands
$302K -$38K -694 -11%
ACA
357
Affinity Capital Advisors
California
$302K – – –
LA
358
Lindenwold Advisors
Pennsylvania
$295K -$13.3K -243 -4%
MLA
359
My Legacy Advisors
Oregon
$293K -$3.97K -70 -1%
BCV
360
Banque Cantonale Vaudoise
Switzerland
$292K +$65.8K +1,200 +29%
BCI
361
Brinker Capital Investments
Pennsylvania
$290K -$72.9K -1,328 -20%
OIA
362
OneDigital Investment Advisors
Kansas
$284K +$284K +5,182 New
JG
363
Jain Global
New York
$284K +$46.9K +855 +20%
CAPTRUST Financial Advisors
364
CAPTRUST Financial Advisors
North Carolina
$282K +$61.9K +1,127 +28%
SG Americas Securities
365
SG Americas Securities
New York
$275K -$520K -9,496 -65%
EHC
366
Everett Harris & Co
California
$274K – – –
REMPR
367
Roof Eidam Maycock Peralta (REMP)
California
$274K – – –
LIA
368
LBMC Investment Advisors
Tennessee
$274K – – –
BFS
369
Bard Financial Services
Connecticut
$274K – – –
ACP
370
Arcus Capital Partners
Georgia
$274K -$58.5K -1,066 -18%
AF
371
Allworth Financial
California
$273K +$107K +1,957 +65%
THCM
372
Taylor Hoffman Capital Management
Virginia
$273K – – –
UB
373
UMB Bank
Missouri
$272K -$28.9K -526 -10%
LFAS
374
Level Four Advisory Services
Texas
$272K -$439 -8 -0.2%
TSS
375
Two Sigma Securities
New York
$267K -$151K -2,760 -36%
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