HRB icon

H&R Block

558 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, 196 increasing their positions, 206 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

5% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 206

3.07% less ownership

Funds ownership: 95.31%92.24% (-3.1%)

10% less call options, than puts

Call options by funds: $16.9M | Put options by funds: $18.8M

Holders
558
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.9M
Puts
$18.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
351
$305K
352
$305K
353
$302K
354
$302K
355
$302K
356
$295K
357
$293K
358
$292K
359
$290K
360
$290K
361
$284K
362
$284K
363
$282K
364
$275K
365
$274K
366
$274K
367
$274K
368
$274K
369
$274K
370
$273K
371
$273K
372
$272K
373
$272K
374
$267K
375
$265K