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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 %
ACA
501
Atlas Capital Advisors
Wyoming
$7.41K – – –
CT
502
Clearstead Trust
Maine
$6.81K – – –
LI
503
LRI Investments
Florida
$6.64K – – –
SC
504
Stephens Consulting
Michigan
$6.48K -$1.59K -29 -20%
JWA
505
JFS Wealth Advisors
Pennsylvania
$6.26K – – –
FMII
506
Farmers & Merchants Investments Inc
Nebraska
$6.26K +$439 +8 +8%
DWM
507
Dogwood Wealth Management
Kansas
$5.97K +$5.97K +108 New
PSFG
508
Park Square Financial Group
Georgia
$5.71K -$5.65K -103 -50%
RF
509
Rossby Financial
Florida
$5.38K -$12.1K -221 -69%
PW
510
Pandora Wealth
Illinois
$5.27K +$5.27K +96 New
DWM
511
Darwin Wealth Management
Florida
$4.93K -$24.9K -450 -83%
CW
512
Curio Wealth
Maryland
$4.72K +$4.67K +85 +8,500%
LWMI
513
Legacy Wealth Management (Idaho)
Idaho
$4.34K – – –
LIS
514
Legacy Investment Solutions
Idaho
$4.34K +$4.34K +79 New
W
515
WealthCollab
Washington
$4.28K – – –
FHA
516
First Horizon Advisors
Tennessee
$4.17K +$3.79K +69 +986%
FFO
517
Fortitude Family Office
Arizona
$3.95K -$55 -1 -1%
AS
518
Altshuler Shaham
Israel
$3.9K -$110 -2 -3%
CYG
519
Clean Yield Group
Vermont
$3.79K – – –
LCM
520
Logan Capital Management
Pennsylvania
$3.55K +$55 +1 +2%
ME
521
McIlrath & Eck
Washington
$3.29K – – –
BLC
522
Brown, Lisle/Cummings
Rhode Island
$3.08K – – –
TPWA
523
Twin Peaks Wealth Advisors
California
$2.99K +$2.99K +58 New
Kayne Anderson Rudnick Investment Management
524
Kayne Anderson Rudnick Investment Management
California
$2.91K – – –
SIS
525
Strategic Investment Solutions
Illinois
$2.85K – – –
19 20
21
22 23