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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
376
$264K
377
$263K
378
$261K
379
$248K
380
$246K
381
$243K
382
$242K
383
$240K
384
$238K
385
$235K
386
$235K
387
$234K
388
$233K
389
$231K
390
$229K
391
$229K
392
$227K
393
$226K
394
$226K
395
$223K
396
$223K
397
$223K
398
$222K
399
$222K
400
$220K