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H&R Block

546 hedge funds and large institutions have $6.67B invested in H&R Block in 2024 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 212 increasing their positions, 165 reducing their positions, and 66 closing their positions.

Holders
546
Holders Change
+8
Holders Change %
+1.49%
% of All Funds
7.27%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
82
Increased
212
Reduced
165
Closed
66
Calls
$34.6M
Puts
$42.5M
Net Calls
-$7.85M
Net Calls Change
+$12.9M
Name Market Value Shares Shares
Change
Shares
Change %
VWM
451
Venturi Wealth Management
Texas
$35.9K 679 -66 -9%
NL
452
NVWM LLC
Pennsylvania
$35.7K 676
GI
453
GAMMA Investing
California
$34.8K 658 +258 +65%
SAM
454
Smartleaf Asset Management
Massachusetts
$34.3K 657 +146 +29%
HCA
455
Harbor Capital Advisors
Illinois
$34K 640 +3 +0.5%
PCM
456
Penserra Capital Management
California
$33K 633 -14 -2%
PP
457
PrairieView Partners
Minnesota
$32K 608
MG
458
Mather Group
Illinois
$30.4K 575
AP
459
Atwood & Palmer
Missouri
$30.1K 570
QC
460
Quent Capital
New York
$29.9K 566 -22,490 -98%
PFBT
461
Parkside Financial Bank & Trust
Missouri
$29.7K 562 +47 +9%
NFSG
462
Newbridge Financial Services Group
Florida
$29.3K 555 +555 New
DWM
463
Darwin Wealth Management
Florida
$28.5K 539
SWM
464
Spire Wealth Management
Virginia
$28.1K 532 +532 New
EPW
465
Endeavor Private Wealth
Kansas
$26.6K 500 +500 New
TLA
466
Tanglewood Legacy Advisors
Texas
$26.4K 500
BWL
467
Bogart Wealth LLC
Virginia
$24.6K 466
CTWM
468
Cherry Tree Wealth Management
Minnesota
$23.7K 449
GIA
469
GHP Investment Advisors
Colorado
$23.2K 438 +2 +0.5%
LWA
470
Lowe Wealth Advisors
Maryland
$21.5K 406
SPIA
471
Steward Partners Investment Advisory
New York
$21.3K 404
EB
472
Eastern Bank
Massachusetts
$21.2K 401 +1 +0.3%
RA
473
Rise Advisors
New York
$21.2K 400 +2 +0.5%
LDB
474
Lee, Danner & Bass
Tennessee
$21.1K 400 +400 New
AWM
475
Avior Wealth Management
Nebraska
$19.1K 362 +282 +353%