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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 %
NI
376
NDVR Inc
Massachusetts
$265K +$8.29K +151 +3%
IB
377
Intrust Bank
Kansas
$264K – – –
GIA
378
Guyasuta Investment Advisors
Pennsylvania
$263K – – –
SCM
379
Shelton Capital Management
Colorado
$261K -$17.7K -322 -6%
FTWA
380
Fifth Third Wealth Advisors
Ohio
$248K -$3.29K -60 -1%
AFG
381
Atomi Financial Group
New York
$246K +$33.9K +618 +16%
CIBC World Market
382
CIBC World Market
Ontario, Canada
$243K -$166K -3,023 -41%
CS
383
Cannell & Spears
New York
$242K +$274 +5 +0.1%
CIBC Asset Management
384
CIBC Asset Management
Ontario, Canada
$240K – – –
DADC
385
D.A. Davidson & Co
Montana
$238K +$1.76K +32 +0.7%
CCM
386
Coldstream Capital Management
Washington
$235K -$11.3K -205 -5%
TRCT
387
Tower Research Capital (TRC)
New York
$235K -$104K -1,901 -31%
Walleye Capital
388
Walleye Capital
New York
$234K +$154K +2,809 +194%
Robeco Institutional Asset Management
389
Robeco Institutional Asset Management
Netherlands
$233K -$15.9M -289,052 -99%
HWM
390
HB Wealth Management
Georgia
$231K +$659 +12 +0.3%
BBHC
391
Brown Brothers Harriman & Co
New York
$229K – – –
VT
392
Vise Technologies
New York
$229K +$229K +4,175 New
1IA
393
1620 Investment Advisors
Massachusetts
$227K +$5.76K +105 +3%
BC
394
Barnett & Company
Tennessee
$226K – – –
AAG
395
Armstrong Advisory Group
Massachusetts
$226K – – –
PA
396
Prossimo Advisors
California
$223K -$11K -201 -5%
WW
397
Westshore Wealth
California
$223K -$1.43K -26 -0.6%
TWM
398
Thrive Wealth Management
Pennsylvania
$223K +$494 +9 +0.2%
PI
399
PFG Investments
New York
$222K -$9.88K -180 -4%
VFA
400
Valeo Financial Advisors
Indiana
$221K +$8.95K +163 +4%
14 15
16
17 18