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H&R Block

481 hedge funds and large institutions have $3.86B invested in H&R Block in 2026 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 209 increasing their positions, 134 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

13% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 94

25% less capital invested

Capital invested by funds: $5.13B → $3.86B (-$1.27B)

36% less call options, than puts

Call options by funds: $15.4M | Put options by funds: $24.1M

Holders
481
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.4M
Puts
$24.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
451
MV Capital Management
Maryland
$1.02K
AW
452
Avion Wealth
Texas
$1K
MWM
453
Magnolia Wealth Management
Alabama
$952
FCAS
454
First Command Advisory Services
Texas
$920
FFO
455
Fortitude Family Office
Arizona
$889
DF
456
Dunhill Financial
United Kingdom
$838
APW
457
Aventura Private Wealth
Florida
$825
CH
458
Cromwell Holdings
Wyoming
$762
SFS
459
Sunrise Financial Services
Washington
$730
CFM
460
Cornerstone Financial Management
Massachusetts
$667
TFA
461
Transamerica Financial Advisors
Florida
$545
ADL
462
Asset Dedication LLC
California
$508
WIM
463
Westside Investment Management
California
$476
SWP
464
Strategic Wealth Partners
Ohio
$416
MPW
465
MASECO Private Wealth
$415
DPW
466
DiNuzzo Private Wealth
Pennsylvania
$381
CFD
467
Creative Financial Designs
Indiana
$317
WA
468
Whipplewood Advisors
Colorado
$317
CPG
469
Cornerstone Planning Group
New Jersey
$301
QWM
470
Quaker Wealth Management
New Jersey
$286
BHWM
471
Bay Harbor Wealth Management
Maryland
$225
CT
472
Clearstead Trust
Maine
$223
FHC
473
First Horizon Corporation
Tennessee
$222
HFS
474
Hughes Financial Services
Virginia
$190
MCM
475
Manchester Capital Management
Vermont
$159