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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
401
$220K
402
$219K
403
$219K
404
$217K
405
$215K
406
$212K
407
$210K
408
$209K
409
$208K
410
$202K
411
$197K
412
$191K
413
$186K
414
$174K
415
$162K
416
$160K
417
$150K
418
$140K
419
$130K
420
$129K
421
$126K
422
$125K
423
$124K
424
$123K
425
$119K