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H&R Block
HRB

Overview Fund Activity

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
7.46%
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

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$101M
2
Goldman Sachs
Goldman Sachs
New York
$85M
3
Barclays
Barclays
United Kingdom
$27.3M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$20.7M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$96.1M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$8.11M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$760M
3
CCMG
Clark Capital Management Group
Pennsylvania
$0
4
UBS AM
UBS AM
Illinois
$9.45M
5
Millennium Management
Millennium Management
New York
$18.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
476
GHP Investment Advisors
Colorado
$20.7K -$3.57K -65 -15%
WA
477
Whipplewood Advisors
Colorado
$19.4K +$16.3K +297 +521%
LFG
478
Larson Financial Group
Missouri
$18K +$16.7K +304 +1,267%
HIM
479
Hillsdale Investment Management
Ontario, Canada
$16.5K +$16.5K +300 New
CTC
480
Central Trust Company
Missouri
$16.3K – – –
CIAM
481
Caitong International Asset Management
Hong Kong
$16.3K +$13.7K +250 +532%
PCFFS
482
Pacific Center for Financial Services
California
$15.4K – – –
Optiver Holding
483
Optiver Holding
Netherlands
$15K +$7.69K +140 +105%
RA
484
Rise Advisors
New York
$14.9K +$165 +3 +1%
HFS
485
Hantz Financial Services
Michigan
$14K +$12.4K +219 +782%
TFGT
486
TS Financial Group (TSFG)
Illinois
$14K +$14K +253 New
ADL
487
Asset Dedication LLC
California
$13.2K – – –
WTFG
488
Wood Tarver Financial Group
Idaho
$13K – – –
HFM
489
Harvest Fund Management
China
$13K +$1.08K +19 +9%
MPWT
490
MassMutual Private Wealth & Trust
Connecticut
$12.3K +$439 +8 +4%
CA
491
Clearstead Advisors
Ohio
$12K +$11.6K +212 +3,533%
AWM
492
Abound Wealth Management
Tennessee
$11K – – –
BIA
493
Bell Investment Advisors
California
$9.88K – – –
GBT
494
Grove Bank & Trust
Florida
$9.39K +$1.1K +20 +13%
GA
495
GoalVest Advisory
New York
$9.33K +$9.33K +170 New
FWM
496
FSA Wealth Management
Massachusetts
$9.17K – – –
HWM
497
Hemington Wealth Management
Virginia
$9K +$1.98K +36 +28%
GC
498
Garde Capital
Washington
$8.78K – – –
WT
499
Whittier Trust
California
$8.01K -$8.01K -146 -50%
CB
500
Centennial Bank
Arkansas
$7.69K +$7.69K +140 New
18 19
20
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