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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 %
VOYA Investment Management
51
VOYA Investment Management
Georgia
$19.2M +$2.21M +40,235 +13%
Janus Henderson Group
52
Janus Henderson Group
United Kingdom
$19.2M +$14.9M +272,120 +353%
Swedbank
53
Swedbank
Sweden
$19M +$3.34M +60,768 +21%
Millennium Management
54
Millennium Management
New York
$18.8M -$37.6M -685,122 -67%
AA
55
ALPS Advisors
Colorado
$17M -$158K -2,887 -0.9%
MWM
56
Moran Wealth Management
Florida
$17M -$47.8K -871 -0.3%
Principal Financial Group
57
Principal Financial Group
Iowa
$16.7M -$261K -4,750 -2%
Legal & General Group
58
Legal & General Group
United Kingdom
$15.7M -$39.3K -716 -0.2%
LIP
59
Liontrust Investment Partners
United Kingdom
$15.2M -$2.41M -43,991 -14%
CSS
60
Cubist Systematic Strategies
Connecticut
$14.6M +$14.6M +266,674 New
American Century Companies
61
American Century Companies
Missouri
$14.2M +$11.5M +210,037 +425%
Swiss National Bank
62
Swiss National Bank
Switzerland
$14M -$538K -9,800 -4%
Tudor Investment Corp
63
Tudor Investment Corp
Connecticut
$12.3M +$11.7M +213,577 +1,979%
Federated Hermes
64
Federated Hermes
Pennsylvania
$11.7M +$6.65M +121,131 +130%
IWA
65
IBEX Wealth Advisors
New Jersey
$11.1M +$353K +6,437 +3%
Canada Pension Plan Investment Board
66
Canada Pension Plan Investment Board
Ontario, Canada
$11M +$10.9M +199,100 +11,712%
Treasurer of the State of North Carolina
67
Treasurer of the State of North Carolina
North Carolina
$11M +$4.89M +89,119 +80%
Ameriprise
68
Ameriprise
Minnesota
$10.7M -$7.29M -132,796 -40%
AllianceBernstein
69
AllianceBernstein
Tennessee
$10.2M -$188K -3,419 -2%
CIM
70
Cambria Investment Management
California
$10.2M -$1.16M -21,045 -10%
MT
71
Midwest Trust
Kansas
$9.68M +$9.68M +176,320 New
Raymond James Financial
72
Raymond James Financial
Florida
$9.67M -$1.38M -25,228 -13%
UBS AM
73
UBS AM
Illinois
$9.45M -$38.7M -704,282 -80%
Universal-Beteiligungs- und Servicegesellschaft
74
Universal-Beteiligungs- und Servicegesellschaft
Germany
$9.34M +$3.13K +57 +0%
Corient Private Wealth
75
Corient Private Wealth
Florida
$9.12M -$24.6K -449 -0.3%