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H&R Block

558 hedge funds and large institutions have $6.79B invested in H&R Block in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 195 increasing their positions, 207 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

6% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 207

3.08% less ownership

Funds ownership: 95.42%92.34% (-3.1%)

10% less call options, than puts

Call options by funds: $16.9M | Put options by funds: $18.8M

Holders
558
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.9M
Puts
$18.8M
Net Calls
Net Calls Change

Top Sellers

1 -$62.5M
2 -$46.4M
3 -$40.9M
4
UBS AM
UBS AM
Illinois
-$38.7M
5
Millennium Management
Millennium Management
New York
-$37.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
501
Whittier Trust
California
$8.01K
CB
502
Centennial Bank
Arkansas
$7.68K
ACA
503
Atlas Capital Advisors
Wyoming
$7.41K
CT
504
Clearstead Trust
Maine
$6.81K
LI
505
LRI Investments
Florida
$6.64K
SC
506
Stephens Consulting
Michigan
$6.48K
JWA
507
JFS Wealth Advisors
Pennsylvania
$6.26K
FMII
508
Farmers & Merchants Investments Inc
Nebraska
$6.26K
DWM
509
Dogwood Wealth Management
Kansas
$5.97K
PSFG
510
Park Square Financial Group
Georgia
$5.71K
RF
511
Rossby Financial
Florida
$5.38K
PW
512
Pandora Wealth
Illinois
$5.27K
DWM
513
Darwin Wealth Management
Florida
$4.93K
CW
514
Curio Wealth
Maryland
$4.72K
LWMI
515
Legacy Wealth Management (Idaho)
Idaho
$4.34K
LIS
516
Legacy Investment Solutions
Idaho
$4.34K
W
517
WealthCollab
Washington
$4.28K
FHA
518
First Horizon Advisors
Tennessee
$4.17K
FFO
519
Fortitude Family Office
Arizona
$3.95K
AS
520
Altshuler Shaham
Israel
$3.9K
CYG
521
Clean Yield Group
Vermont
$3.79K
LCM
522
Logan Capital Management
Pennsylvania
$3.55K
ME
523
McIlrath & Eck
Washington
$3.29K
BLC
524
Brown, Lisle/Cummings
Rhode Island
$3.08K
TPWA
525
Twin Peaks Wealth Advisors
California
$2.99K