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H&R Block
HRB

Overview Fund Activity

553 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, 194 increasing their positions, 204 reducing their positions, and 58 closing their positions.

Holders
553
Holders Change
-4
Holders Change %
-0.72%
% of All Funds
7.43%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
63
Increased
194
Reduced
204
Closed
58
Calls
$13.8M
Puts
$12.5M
Net Calls
+$1.33M
Net Calls Change
+$11.7M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$97.8M
2
Citadel Advisors
2
Citadel Advisors
Florida
$101M
3
Goldman Sachs
3
Goldman Sachs
New York
$85M
4
Barclays
4
Barclays
United Kingdom
$27.3M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$20.7M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$8.11M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$760M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$0
4
UBS AM
4
UBS AM
Illinois
$9.45M
5
Millennium Management
5
Millennium Management
New York
$18.8M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
26
T. Rowe Price Associates
Maryland
$54.2M 986,597 +9,800 +1%
NW
27
NewEdge Wealth
Pennsylvania
$52.6M 954,198 -56,248 -6%
BTW
28
Boston Trust Walden
Massachusetts
$47.5M 864,851 +129,094 +18%
Voloridge Investment Management
29
Voloridge Investment Management
Florida
$47.4M 863,653 +255,900 +42%
Truist Financial
30
Truist Financial
North Carolina
$44.7M 813,898 +46,529 +6%
UBS Group
31
UBS Group
Switzerland
$41.5M 756,546 +16,991 +2%
First Trust Advisors
32
First Trust Advisors
Illinois
$40.7M 741,385 +84,972 +13%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$40.6M 739,127 -204,279 -22%
WCM
34
Wedge Capital Management
North Carolina
$40.5M 737,997 -44,951 -6%
Pacer Advisors
35
Pacer Advisors
Pennsylvania
$36.4M 663,507 -371,895 -36%
BA
36
Bridgewater Associates
Connecticut
$34.7M 632,818 +108,375 +21%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$33.8M 615,826 -87,846 -12%
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
$33.1M 603,884 -20,114 -3%
MHI
39
Miller Howard Investments
New York
$30.8M 561,218 +7,058 +1%
NL
40
Nuveen LLC
North Carolina
$28.1M 512,763 -315,633 -38%
Barclays
41
Barclays
United Kingdom
$27.3M 497,311 +384,783 +342%
PC
42
Prevatt Capital
Bahamas
$25.2M 460,000 – –
Jane Street
43
Jane Street
New York
$25.1M 456,917 -191,156 -29%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$23.8M 432,911 -91,854 -18%
SEI Investments
45
SEI Investments
Pennsylvania
$22.2M 403,876 +23,503 +6%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$21.8M 397,828 -8,289 -2%
Invesco
47
Invesco
Georgia
$21.1M 383,733 -35,270 -8%
Retirement Systems of Alabama
48
Retirement Systems of Alabama
Alabama
$20.9M 381,020 +722 +0.2%
Acadian Asset Management
49
Acadian Asset Management
Massachusetts
$20.7M 377,756 +377,756 New
Man Group
50
Man Group
United Kingdom
$19.7M 359,462 -134,040 -27%
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