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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 %
CAS
476
Coppell Advisory Solutions
Texas
$18.4K 353
WA
477
Whipplewood Advisors
Colorado
$16.5K 312 +312 New
BIG
478
Brooklyn Investment Group
New York
$15.7K 298 +4 +1%
CTC
479
Central Trust Company
Missouri
$15.7K 297 -20 -6%
WT
480
Whittier Trust
California
$15.4K 292
PCFFS
481
Pacific Center for Financial Services
California
$14.8K 280
EWA
482
EverSource Wealth Advisors
Alabama
$14.5K 275 +100 +57%
PSFG
483
Park Square Financial Group
Georgia
$14.3K 271 +271 New
HFM
484
Harvest Fund Management
China
$14K 270 -8,344 -97%
ADL
485
Asset Dedication LLC
California
$12.7K 241 +225 +1,406%
MPWT
486
MassMutual Private Wealth & Trust
Connecticut
$12.2K 231 +63 +38%
WTFG
487
Wood Tarver Financial Group
Idaho
$12K 241 +241 New
AF
488
Advisornet Financial
Minnesota
$11.9K 225 +9 +4%
CIAM
489
Caitong International Asset Management
Hong Kong
$11.1K 211 +211 New
AWM
490
Abound Wealth Management
Tennessee
$10.6K 200
CSC
491
Caldwell Sutter Capital
California
$10.6K 200
BIA
492
Bell Investment Advisors
California
$9.04K 171 -7 -4%
LFA
493
LGT Financial Advisors
Texas
$8.82K 167
FWM
494
FSA Wealth Management
Massachusetts
$8.82K 167
ACA
495
Atlas Capital Advisors
Wyoming
$7.13K 135
JWA
496
JFS Wealth Advisors
Pennsylvania
$6.87K 130 -36 -22%
LFA
497
Legend Financial Advisors
Pennsylvania
$6.5K 123 +123 New
LI
498
LRI Investments
Florida
$6.39K 121
HCM
499
Hollencrest Capital Management
California
$5.87K 111
CT
500
Colonial Trust
South Carolina
$5.5K 104 +104 New