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H&R Block

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
Name Holding Trade Value Shares
Change
Shares
Change %
BC
401
Belmont Capital
California
$220K
CI
402
Corient IA
Florida
$220K
CAG
403
Csenge Advisory Group
Florida
$219K -$112K -1,959 -34%
EWA
404
EP Wealth Advisors
California
$219K -$34.4K -627 -14%
ACM
405
AlphaStar Capital Management
North Carolina
$217K +$217K +3,945 New
BCM
406
Brown Capital Management
Maryland
$215K -$15K -274 -7%
CFA
407
Cahill Financial Advisors
Minnesota
$212K -$50.3K -916 -19%
NLP
408
Next Level Private
New York
$210K +$1.43K +26 +0.7%
EBA
409
Eagle Bay Advisors
New York
$209K +$111 +2 +0.1%
AAM
410
Advisors Asset Management
Colorado
$208K -$6.15K -112 -3%
KeyBank National Association
411
KeyBank National Association
Ohio
$202K -$29.1K -530 -13%
PAG
412
Paladin Advisory Group
Iowa
$197K
CIBC Private Wealth Group
413
CIBC Private Wealth Group
Georgia
$191K +$4.61K +84 +2%
KBC Group
414
KBC Group
Belgium
$186K -$131K -2,393 -41%
SO
415
STRS Ohio
Ohio
$174K +$174K +3,169 New
FDP
416
Financiere des Professionnels
Quebec, Canada
$162K +$162K +2,955 New
ECM
417
EMC Capital Management
Texas
$160K -$142K -2,595 -47%
Mirae Asset Global ETFs Holdings
418
Mirae Asset Global ETFs Holdings
Hong Kong
$150K +$30.4K +554 +25%
AAP
419
Arax Advisory Partners
Colorado
$140K -$2.59K -47 -2%
CI Investments Inc
420
CI Investments Inc
Ontario, Canada
$130K -$39.3K -717 -23%
SSG
421
Summit Securities Group
New York
$129K +$129K +2,358 New
CFFP
422
Center for Financial Planning
Michigan
$126K
PTC
423
Private Trust Company
Ohio
$125K -$7.85K -143 -6%
SOW
424
State of Wyoming
Wyoming
$124K +$123K +2,234 +13,963%
Bessemer Group
425
Bessemer Group
New Jersey
$123K +$440 +8 +0.4%