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H&R Block

557 hedge funds and large institutions have $6.96B invested in H&R Block in 2025 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 180 increasing their positions, 210 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
557
Holders Change
+11
Holders Change %
+2.01%
% of All Funds
7.57%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
81
Increased
180
Reduced
210
Closed
62
Calls
$15.5M
Puts
$25.9M
Net Calls
-$10.4M
Net Calls Change
-$2.56M
Name Holding Trade Value Shares
Change
Shares
Change %
JWCA
401
J.W. Cole Advisors
Florida
$231K +$231K +4,207 New
HWM
402
HB Wealth Management
Georgia
$230K +$230K +4,196 New
BCM
403
Brown Capital Management
Maryland
$230K -$118K -2,146 -34%
BBHC
404
Brown Brothers Harriman & Co
New York
$230K
TCM
405
Teza Capital Management
Illinois
$227K -$278K -5,065 -55%
BC
406
Barnett & Company
Tennessee
$226K
BCV
407
Banque Cantonale Vaudoise
Switzerland
$226K +$226K +4,124 New
WW
408
Westshore Wealth
California
$224K -$4.83K -88 -2%
National Bank of Canada
409
National Bank of Canada
Quebec, Canada
$222K -$40.1K -730 -15%
TWM
410
Thrive Wealth Management
Pennsylvania
$222K +$275 +5 +0.1%
1IA
411
1620 Investment Advisors
Massachusetts
$221K -$20.7K -377 -9%
CAPTRUST Financial Advisors
412
CAPTRUST Financial Advisors
North Carolina
$220K -$203K -3,694 -48%
BC
413
Belmont Capital
California
$220K
CI
414
Corient IA
Florida
$220K +$220K +4,000 New
HAG
415
HighPoint Advisor Group
Illinois
$218K +$218K +3,580 New
AAG
416
Armstrong Advisory Group
Massachusetts
$217K
AAM
417
Advisors Asset Management
Colorado
$214K -$2.8K -51 -1%
VFA
418
Valeo Financial Advisors
Indiana
$213K +$213K +3,871 New
AFG
419
Atomi Financial Group
New York
$212K +$212K +3,860 New
NLP
420
Next Level Private
New York
$209K +$209K +3,806 New
EBA
421
Eagle Bay Advisors
New York
$209K -$30.4K -550 -13%
CC
422
Corton Capital
Ontario, Canada
$206K +$206K +3,754 New
QC
423
Quadrature Capital
United Kingdom
$202K +$202K +3,675 New
PAG
424
Paladin Advisory Group
Iowa
$197K
CIBC Private Wealth Group
425
CIBC Private Wealth Group
Georgia
$186K +$41.4K +757 +29%