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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 %
BGDI
576
BW Gestao de Investimentos
Brazil
– -$1.1M -20,100 Closed
OTL
577
Oak Thistle LLC
New York
– -$1.1M -20,023 Closed
FC
578
FORA Capital
Florida
– -$1.07M -19,568 Closed
JFG
579
Jefferies Financial Group
New York
– -$961K -17,499 Closed
QC
580
Quantessence Capital
New York
– -$917K -16,700 Closed
NS
581
NBC Securities
Alabama
– -$889K -16,204 Closed
AIM
582
Aigen Investment Management
New York
– -$858K -15,625 Closed
KA
583
Kovack Advisors
Florida
– -$650K -11,831 Closed
OQS
584
Occudo Quantitative Strategies
Florida
– -$628K -11,613 Closed
TC
585
TownSquare Capital
Utah
– -$634K -11,554 Closed
SC
586
Scotia Capital
Ontario, Canada
– -$548K -9,979 Closed
USAA
587
United Services Automobile Association
Texas
– -$501K -9,266 Closed
EF
588
Empirical Finance
Pennsylvania
– -$485K -8,833 Closed
TL
589
Tradewinds LLC
North Carolina
– -$471K -8,581 Closed
CAS
590
CTC Alternative Strategies
Illinois
– -$465K -8,460 Closed
CFM
591
Catalyst Funds Management
Australia
– -$455K -8,280 Closed
RBI
592
Raiffeisen Bank International
Austria
– -$406K -7,503 Closed
HH
593
Hilltop Holdings
Texas
– -$412K -7,500 Closed
LCM
594
Laurion Capital Management
New York
– -$357K -6,498 Closed
A
595
AlphaQuest
New York
– -$322K -5,864 Closed
BFM
596
Boothbay Fund Management
New York
– -$282K -5,139 Closed
PA
597
Pinnacle Associates
New York
– -$267K -4,861 Closed
WIA
598
World Investment Advisors
California
– -$261K -4,757 Closed
TCM
599
Teza Capital Management
Illinois
– -$227K -4,143 Closed
CC
600
Corton Capital
Ontario, Canada
– -$206K -3,754 Closed
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