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H&R Block

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
7.45%
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
Name Holding Trade Value Shares
Change
Shares
Change %
WBC
551
West Branch Capital
Massachusetts
$440
S
552
Sachetta
Massachusetts
$330
HWP
553
Highline Wealth Partners
California
$329
RWM
554
Rialto Wealth Management
New York
$275 +$275 +5 New
NC
555
NewSquare Capital
Pennsylvania
$165 +$165 +3 New
SFA
556
Semmax Financial Advisors
North Carolina
$70
BA
557
Bellwether Advisors
Nebraska
$55
OP
558
ORG Partners
Indiana
$29 -$367 -6 Closed
CCMG
559
Clark Capital Management Group
Pennsylvania
-$40.9M -744,117 Closed
NVCHI
560
New Vernon Capital Holdings II
New Jersey
-$11.3M -621,252 Closed
ECM
561
ExodusPoint Capital Management
New York
-$18.9M -343,928 Closed
Squarepoint
562
Squarepoint
New York
-$16.8M -306,203 Closed
FCI
563
Financial Counselors Inc
Kansas
-$9.76M -177,709 Closed
CF
564
Corebridge Financial
Texas
-$8.13M -148,150 Closed
MIM
565
MetLife Investment Management
New Jersey
-$4.15M -75,526 Closed
APF
566
Alaska Permanent Fund
Alaska
-$3.42M -56,639 Closed
PI
567
PGGM Investments
Netherlands
-$2.97M -54,159 Closed
AIMCA
568
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$2.31M -42,100 Closed
MC
569
Maverick Capital
Texas
-$2.05M -37,265 Closed
ACM
570
Aquatic Capital Management
Illinois
-$1.83M -33,403 Closed
FMI
571
F/M Investments
District of Columbia
-$1.68M -30,650 Closed
NRD
572
Nebula Research & Development
New York
-$1.55M -28,260 Closed
Asset Management One
573
Asset Management One
Japan
-$1.32M -23,987 Closed
PAS
574
Park Avenue Securities
New York
-$1.21M -21,985 Closed
HSA
575
Hussman Strategic Advisors
Maryland
-$1.15M -21,000 Closed