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H&R Block
HRB

Overview Fund Activity

553 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, 194 increasing their positions, 204 reducing their positions, and 58 closing their positions.

Holders
553
Holders Change
-4
Holders Change %
-0.72%
% of All Funds
7.43%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
63
Increased
194
Reduced
204
Closed
58
Calls
$13.8M
Puts
$12.5M
Net Calls
+$1.33M
Net Calls Change
+$11.7M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$97.8M
2
Citadel Advisors
2
Citadel Advisors
Florida
$101M
3
Goldman Sachs
3
Goldman Sachs
New York
$85M
4
Barclays
4
Barclays
United Kingdom
$27.3M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$20.7M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$8.11M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$760M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$0
4
UBS AM
4
UBS AM
Illinois
$9.45M
5
Millennium Management
5
Millennium Management
New York
$18.8M
Name Market Value Shares Shares
Change 		Shares
Change %
VOYA Investment Management
51
VOYA Investment Management
Georgia
$19.2M 349,625 +40,235 +13%
Janus Henderson Group
52
Janus Henderson Group
United Kingdom
$19.2M 349,276 +272,120 +353%
Swedbank
53
Swedbank
Sweden
$19M 346,150 +60,768 +21%
Millennium Management
54
Millennium Management
New York
$18.8M 342,857 -685,122 -67%
AA
55
ALPS Advisors
Colorado
$17M 310,425 -2,887 -0.9%
MWM
56
Moran Wealth Management
Florida
$17M 309,526 -871 -0.3%
Principal Financial Group
57
Principal Financial Group
Iowa
$16.7M 303,909 -4,750 -2%
Legal & General Group
58
Legal & General Group
United Kingdom
$15.7M 286,537 -716 -0.2%
LIP
59
Liontrust Investment Partners
United Kingdom
$15.2M 276,776 -43,991 -14%
CSS
60
Cubist Systematic Strategies
Connecticut
$14.6M 266,674 +266,674 New
American Century Companies
61
American Century Companies
Missouri
$14.2M 259,445 +210,037 +425%
Swiss National Bank
62
Swiss National Bank
Switzerland
$14M 255,700 -9,800 -4%
Tudor Investment Corp
63
Tudor Investment Corp
Connecticut
$12.3M 224,369 +213,577 +1,979%
Federated Hermes
64
Federated Hermes
Pennsylvania
$11.7M 213,993 +121,131 +130%
IWA
65
IBEX Wealth Advisors
New Jersey
$11.1M 201,325 +6,437 +3%
Canada Pension Plan Investment Board
66
Canada Pension Plan Investment Board
Ontario, Canada
$11M 200,800 +199,100 +11,712%
Treasurer of the State of North Carolina
67
Treasurer of the State of North Carolina
North Carolina
$11M 200,058 +89,119 +80%
Ameriprise
68
Ameriprise
Minnesota
$10.7M 195,528 -132,796 -40%
AllianceBernstein
69
AllianceBernstein
Tennessee
$10.2M 186,691 -3,419 -2%
CIM
70
Cambria Investment Management
California
$10.2M 185,603 -21,045 -10%
MT
71
Midwest Trust
Kansas
$9.68M 176,320 +176,320 New
Raymond James Financial
72
Raymond James Financial
Florida
$9.67M 176,204 -25,228 -13%
UBS AM
73
UBS AM
Illinois
$9.45M 172,098 -704,282 -80%
Universal-Beteiligungs- und Servicegesellschaft
74
Universal-Beteiligungs- und Servicegesellschaft
Germany
$9.34M 170,175 +57 +0%
Corient Private Wealth
75
Corient Private Wealth
Florida
$9.12M 166,178 -449 -0.3%
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