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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
7.45%
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 %
Nomura Asset Management
451
Nomura Asset Management
Japan
$45.6K
VCM
452
Versant Capital Management
Arizona
$45.1K +$1.98K +36 +5%
SS
453
SBI Securities
Japan
$45K -$1.37K -25 -3%
AIC
454
Archer Investment Corporation
Indiana
$43.9K
VNA
455
Valley National Advisers
Pennsylvania
$43K
Northwestern Mutual Wealth Management
456
Northwestern Mutual Wealth Management
Wisconsin
$39K +$19.6K +357 +101%
PCM
457
Penserra Capital Management
California
$39K +$3.05K +56 +8%
NL
458
NVWM LLC
Pennsylvania
$37.1K
AIP
459
Arrowpoint Investment Partners
Singapore
$36.1K +$36.1K +657 New
S
460
SignatureFD
Georgia
$35.8K +$10.2K +186 +40%
WA
461
WPG Advisers
Maryland
$34.5K +$33.6K +612 +3,825%
PP
462
PrairieView Partners
Minnesota
$33K
AP
463
Atwood & Palmer
Missouri
$31.3K
PFBT
464
Parkside Financial Bank & Trust
Missouri
$30.8K
SWM
465
Spire Wealth Management
Virginia
$28.9K -$55 -1 -0.2%
MCM
466
MAI Capital Management
Ohio
$27.8K +$25K +456 +912%
NFSG
467
Newbridge Financial Services Group
Florida
$27.4K -$3.02K -55 -10%
TLA
468
Tanglewood Legacy Advisors
Texas
$27.4K
OA
469
Operose Advisors
Wisconsin
$27.4K +$27.4K +500 New
QL
470
Quarry LP
New York
$25.8K -$99.9K -1,820 -79%
CTWM
471
Cherry Tree Wealth Management
Minnesota
$24.6K -$4.06K -74 -14%
Mitsubishi UFJ Asset Management
472
Mitsubishi UFJ Asset Management
Japan
$23.6K +$19.5K +355 +473%
LWA
473
Lowe Wealth Advisors
Maryland
$22.3K
EB
474
Eastern Bank
Massachusetts
$22K -$55 -1 -0.2%
HAP
475
Harbor Asset Planning
Massachusetts
$20.8K +$20.8K +379 New