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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 %
GI
426
GAMMA Investing
California
$119K +$35.8K +652 +43%
IBOK
427
Independence Bank of Kentucky
Kentucky
$110K
NSIM
428
North Star Investment Management
Illinois
$109K +$55 +1 +0.1%
GRP
429
Global Retirement Partners
California
$105K +$105K +1,917 New
GIM
430
Glenmede Investment Management
Pennsylvania
$97.1K +$97.1K +1,769 New
FDCDDQ
431
Federation des caisses Desjardins du Quebec
Quebec, Canada
$91.1K
WSFS
432
Wilmington Savings Fund Society
Delaware
$84.3K
PA
433
Parallel Advisors
California
$83.8K +$7.36K +134 +10%
SPIA
434
Steward Partners Investment Advisory
New York
$81.8K +$25.8K +470 +46%
AGWCA
435
Annis Gardner Whiting Capital Advisors
Florida
$80.7K -$43.9K -800 -35%
HCA
436
Harbor Capital Advisors
Illinois
$77K +$44K +805 +133%
RFS
437
Richardson Financial Services
Massachusetts
$75K -$6.75K -121 -8%
HNB
438
Huntington National Bank
Ohio
$74.6K +$17.9K +327 +32%
BNP Paribas Asset Management
439
BNP Paribas Asset Management
France
$74K +$74K +1,343 New
GWM
440
Geneos Wealth Management
Colorado
$73.9K -$27.5K -501 -27%
SIC
441
Salem Investment Counselors
North Carolina
$72.6K -$7.96K -144 -10%
BIG
442
Brooklyn Investment Group
New York
$69K +$40.8K +744 +145%
SAM
443
Smartleaf Asset Management
Massachusetts
$67.1K +$28.1K +513 +72%
C
444
Covestor
United Kingdom
$61K -$13.3K -243 -18%
Mirae Asset Global Investments
445
Mirae Asset Global Investments
South Korea
$59.4K +$3.79K +69 +7%
AssetMark Inc
446
AssetMark Inc
California
$58.8K +$14K +255 +31%
ERSOT
447
Employees Retirement System of Texas
Texas
$55K +$55K +1,000 New
PS
448
Principal Securities
Iowa
$51.4K -$448K -8,167 -90%
EWA
449
EverSource Wealth Advisors
Alabama
$50.2K +$27.3K +497 +119%
BWL
450
Bogart Wealth LLC
Virginia
$47.5K +$11K +200 +30%