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H&R Block
HRB

Overview Fund Activity

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

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$70.7M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$205M
3
Millennium Management
3
Millennium Management
New York
$56.4M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$48.1M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$52.8M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$92.7M
2
Pacer Advisors
2
Pacer Advisors
Pennsylvania
$56.9M
3
Invesco
3
Invesco
Georgia
$23M
4
Norges Bank
4
Norges Bank
Norway
$0
5
Boston Partners
5
Boston Partners
Massachusetts
$207M
Name Market Value Shares Shares
Change 		Shares
Change %
HWP
551
Highline Wealth Partners
California
$329 6 +6 New
PWM
552
Parkworth Wealth Management
California
$275 5 – –
HIA
553
HFM Investment Advisors
New Jersey
$275 5 +5 New
TWD
554
True Wealth Design
Ohio
$165 3 -23 -88%
BHWM
555
Bay Harbor Wealth Management
Maryland
$165 3 +3 New
GWSG
556
GPS Wealth Strategies Group
Colorado
$110 2 +2 New
SFA
557
Semmax Financial Advisors
North Carolina
$73 1 – –
HCP
558
Hexagon Capital Partners
Arkansas
$55 1 -28 -97%
BA
559
Bellwether Advisors
Nebraska
$55 1 – –
Norges Bank
560
Norges Bank
Norway
– – -1,083,509 Closed
Acadian Asset Management
561
Acadian Asset Management
Massachusetts
– – -192,728 Closed
BAMF
562
BI Asset Management Fondsmaeglerselskab
Denmark
– – -65,155 Closed
Renaissance Technologies
563
Renaissance Technologies
New York
– – -59,800 Closed
MCM
564
Monument Capital Management
Virginia
– – -53,715 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
565
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– – -52,170 Closed
LFM
566
LGT Fund Management
Liechtenstein
– – -45,020 Closed
ZIM
567
Zacks Investment Management
Illinois
– – -38,774 Closed
Axa
568
Axa
France
– – -33,815 Closed
GT
569
Glenmede Trust
Pennsylvania
– – -27,414 Closed
CM
570
Crestline Management
Texas
– – -26,920 Closed
Wolverine Trading
571
Wolverine Trading
Illinois
– – -26,671 Closed
AWS
572
Atria Wealth Solutions
New York
– – -19,241 Closed
I
573
INVST
Indiana
– – -18,187 Closed
Nomura Holdings
574
Nomura Holdings
Japan
– – -18,184 Closed
SPA
575
Sherbrooke Park Advisers
New York
– – -17,656 Closed
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