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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 %
NWM
526
Nova Wealth Management
Florida
$2.75K +$2.75K +50 New
PA
527
Pineridge Advisors
Missouri
$2.73K – – –
BI
528
Binnacle Investments
Iowa
$2.47K +$1.32K +24 +114%
FMP
529
Financial Management Professionals
Texas
$2.32K – – –
BF
530
BOK Financial
Oklahoma
$2.31K -$782K -14,245 -100%
AG
531
AmeriFlex Group
Nevada
$2.25K +$2.25K +41 New
CFO
532
CVA Family Office
Colorado
$2.25K – – –
MAWAG
533
Mid-American Wealth Advisory Group
Missouri
$2.09K +$2.09K +38 New
CI
534
CX Institutional
Indiana
$2K – – –
FCAS
535
First Command Advisory Services
Texas
$1.59K – – –
DPW
536
DiNuzzo Private Wealth
Pennsylvania
$1.48K -$55 -1 -4%
AAS
537
Ameritas Advisory Services
Nebraska
$1.48K +$1.48K +27 New
KHC
538
Koesten Hirschmann & Crabtree
Kansas
$1.1K – – –
TCA
539
Trifecta Capital Advisors
Illinois
$989 +$989 +18 New
CPG
540
Cornerstone Planning Group
New Jersey
$929 – – –
CH
541
Cromwell Holdings
Wyoming
$884 +$884 +16 New
SIC
542
SJS Investment Consulting
Ohio
$879 -$604 -11 -41%
MPW
543
MASECO Private Wealth
$713 +$713 +13 New
AF
544
Advisornet Financial
Minnesota
$549 -$11.4K -207 -95%
SC
545
SouthState Corp
Florida
$549 – – –
PWM
546
Parkworth Wealth Management
California
$549 +$275 +5 +100%
TWD
547
True Wealth Design
Ohio
$549 +$384 +7 +233%
GWSG
548
GPS Wealth Strategies Group
Colorado
$549 +$439 +8 +400%
BHWM
549
Bay Harbor Wealth Management
Maryland
$496 +$331 +6 +200%
HIA
550
HFM Investment Advisors
New Jersey
$494 +$220 +4 +80%
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