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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 %
EWM
601
Empirical Wealth Management
Washington
-3,853 Closed
AWM
602
Axxcess Wealth Management
California
-3,846 Closed
PIM
603
Plato Investment Management
Australia
-3,814 Closed
MFG
604
Mendota Financial Group
Wisconsin
-2,199 Closed
KI
605
Kapitalo Investimentos
Brazil
-1,614 Closed
GM
606
GeoWealth Management
Illinois
-1,612 Closed
TSMHT
607
Thurston Springer Miller Herd & Titak
Indiana
-838 Closed
VWM
608
Venturi Wealth Management
Texas
-679 Closed
EPW
609
Endeavor Private Wealth
Kansas
-500 Closed
LDB
610
Lee, Danner & Bass
Tennessee
-400 Closed
AWM
611
Avior Wealth Management
Nebraska
-362 Closed
CAS
612
Coppell Advisory Solutions
Texas
-353 Closed
LFA
613
LGT Financial Advisors
Texas
-167 Closed
LFA
614
Legend Financial Advisors
Pennsylvania
-123 Closed
HCM
615
Hollencrest Capital Management
California
-111 Closed
CT
616
Colonial Trust
South Carolina
-104 Closed
LWANC
617
Laurel Wealth Advisors (North Carolina)
North Carolina
-75 Closed
BGAI
618
Bruce G. Allen Investments
Colorado
-18 Closed
WCM
619
WealthTrak Capital Management
Virginia
-5 Closed
RFG
620
REAP Financial Group
Texas
-1 Closed
GSWM
621
Golden State Wealth Management
California
-1 Closed
Simplex Trading
622
Simplex Trading
Illinois
NC
623
NewSquare Capital
Pennsylvania
AIP
624
Arrowpoint Investment Partners
Singapore
Parallax Volatility Advisers
625
Parallax Volatility Advisers
California