H&R Block
562 hedge funds and large institutions have $7.02B invested in H&R Block in 2025 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 182 increasing their positions, 211 reducing their positions, and 63 closing their positions.
29% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 63
5% more capital invested
Capital invested by funds: $6.68B → $7.02B (+$340M)
4.1% more ownership
Funds ownership: 92.15% → 96.25% (+4.1%)
2% more funds holding
Funds holding: 549 → 562 (+13)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
14% less repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 211
40% less call options, than puts
Call options by funds: $15.5M | Put options by funds: $25.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$68.5M |
| 2 |
Lazard Asset Management
New York
|
+$61.2M |
| 3 |
Millennium Management
New York
|
+$47.9M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$46.8M |
| 5 |
D.E. Shaw & Co
New York
|
+$39.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$189M |
| 2 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$90.9M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$61.8M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$39.2M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$28.6M |
HRB Hedge Fund Activity: Q1 2025 in Review
562 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q1 2025, worth a combined $7.02B — up 5.1% from $6.68B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new HRB positions and 63 closed out — a net gain of 18 holders — while 182 added to existing stakes and 211 trimmed.
The largest buyer was Balyasny Asset Management, adding an estimated $68.5M. The largest seller was Charles Schwab, cutting an estimated $189M.
- 562 institutional investors held H&R Block (HRB) as of Q1 2025, up from 549 in Q4 2024.
- Funds reported $7.02B of H&R Block stock for Q1 2025, up 5.1% quarter-over-quarter.
- 81 funds opened new H&R Block positions in Q1 2025 and 63 closed out, a net change of +18 holders.
- The largest H&R Block buyer in Q1 2025 was Balyasny Asset Management, an estimated $68.5M added.
- The largest H&R Block seller in Q1 2025 was Charles Schwab, an estimated $189M sold.
Based on aggregated 13F filings for Q1 2025.