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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 %
TWD
526
True Wealth Design
Ohio
$1.37K 26 -709 -96%
LFG
527
Larson Financial Group
Missouri
$1.11K 21 +21 New
KHC
528
Koesten Hirschmann & Crabtree
Kansas
$1.06K 20
PMAM
529
Picton Mahoney Asset Management
Ontario, Canada
$1K 18
BGAI
530
Bruce G. Allen Investments
Colorado
$951 18
NS
531
NBC Securities
Alabama
$803 15 +15 New
S
532
Sachetta
Massachusetts
$688 13 +7 +117%
SOW
533
State of Wyoming
Wyoming
$581 11 +2 +22%
CPG
534
Cornerstone Planning Group
New Jersey
$544 10
WWP
535
WR Wealth Planners
Missouri
$476 9 -278 -97%
WBC
536
West Branch Capital
Massachusetts
$423 8
CA
537
Clearstead Advisors
Ohio
$397 8 +8 New
FHA
538
First Horizon Advisors
Tennessee
$370 7
GFPC
539
Global Financial Private Client
Florida
$370 7 +7 New
OP
540
ORG Partners
Indiana
$344 6
WCM
541
WealthTrak Capital Management
Virginia
$265 5 +5 New
PWM
542
Parkworth Wealth Management
California
$264 5 +5 New
CA
543
CoreCap Advisors
Michigan
$211 4
SFA
544
Semmax Financial Advisors
North Carolina
$66 1 -31 -97%
GSWM
545
Golden State Wealth Management
California
$58 1 +1 New
BA
546
Bellwether Advisors
Nebraska
$53 1 +1 New
RFG
547
REAP Financial Group
Texas
$46 1 +1 New
EGM
548
Engineers Gate Manager
New York
-186,902 Closed
WG
549
Winton Group
United Kingdom
-104,271 Closed
PHK
550
Point72 Hong Kong
Hong Kong
-95,425 Closed