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H&R Block

557 hedge funds and large institutions have $6.96B invested in H&R Block in 2025 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 180 increasing their positions, 210 reducing their positions, and 62 closing their positions.

Holders
557
Holders Change
+11
Holders Change %
+2.01%
% of All Funds
7.57%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
81
Increased
180
Reduced
210
Closed
62
Calls
$15.5M
Puts
$25.9M
Net Calls
-$10.4M
Net Calls Change
-$2.56M
Name Market Value Shares Shares
Change
Shares
Change %
HT
526
Headlands Technologies
Illinois
$2.36K 43 +43 New
FMP
527
Financial Management Professionals
Texas
$2.31K 42
CFO
528
CVA Family Office
Colorado
$2.25K 41
CI
529
CX Institutional
Indiana
$2K 28 +28 New
HFS
530
Hantz Financial Services
Michigan
$2K 28 +28 New
HI
531
Horizon Investments
North Carolina
$1.59K 29 -38 -57%
FCAS
532
First Command Advisory Services
Texas
$1.59K 29 +29 New
DPW
533
DiNuzzo Private Wealth
Pennsylvania
$1.54K 28 +1 +4%
SIC
534
SJS Investment Consulting
Ohio
$1.48K 27
LFG
535
Larson Financial Group
Missouri
$1.32K 24 +3 +14%
GFPC
536
Global Financial Private Client
Florida
$1.32K 24 +17 +243%
BI
537
Binnacle Investments
Iowa
$1.15K 21 +21 New
KHC
538
Koesten Hirschmann & Crabtree
Kansas
$1.1K 20
CPG
539
Cornerstone Planning Group
New Jersey
$1.01K 17 +7 +70%
PMAM
540
Picton Mahoney Asset Management
Ontario, Canada
$1K 18
SOW
541
State of Wyoming
Wyoming
$879 16 +5 +45%
WA
542
WPG Advisers
Maryland
$879 16 +16 New
GP
543
Greenline Partners
New York
$659 12 +12 New
SC
544
SouthState Corp
Florida
$550 10 +10 New
HHGA
545
Halbert Hargrove Global Advisors
California
$550 10 +10 New
WBC
546
West Branch Capital
Massachusetts
$440 8
FHA
547
First Horizon Advisors
Tennessee
$384 7
OP
548
ORG Partners
Indiana
$367 6
S
549
Sachetta
Massachusetts
$330 6 -7 -54%
CA
550
Clearstead Advisors
Ohio
$330 6 -2 -25%