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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 %
HSBC Holdings
76
HSBC Holdings
United Kingdom
$8.96M 164,564 +99,105 +151%
State Board of Administration of Florida Retirement System
77
State Board of Administration of Florida Retirement System
Florida
$8.85M 161,153 +460 +0.3%
Two Sigma Investments
78
Two Sigma Investments
New York
$8.41M 153,225 -110,416 -42%
DekaBank Deutsche Girozentrale
79
DekaBank Deutsche Girozentrale
Germany
$8.4M 154,795 – –
Two Sigma Advisers
80
Two Sigma Advisers
New York
$8.39M 152,800 +61,900 +68%
New York State Teachers Retirement System (NYSTRS)
81
New York State Teachers Retirement System (NYSTRS)
New York
$8.33M 151,679 -965 -0.6%
Point72 Asset Management
82
Point72 Asset Management
Connecticut
$8.23M 149,900 +149,900 New
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$8.12M 147,921 +119,902 +428%
Balyasny Asset Management
84
Balyasny Asset Management
Illinois
$8.11M 147,826 -1,139,070 -89%
LCM
85
Landscape Capital Management
New Jersey
$7.94M 144,653 +26,258 +22%
TA
86
Tectonic Advisors
Texas
$7.91M 144,047 +11,523 +9%
California State Teachers Retirement System (CalSTRS)
87
California State Teachers Retirement System (CalSTRS)
California
$7.04M 128,301 -403 -0.3%
RL
88
Ruffer LLP
United Kingdom
$6.89M 125,597 +26,976 +27%
Franklin Resources
89
Franklin Resources
California
$6.84M 124,572 -191,271 -61%
CGH
90
Crossmark Global Holdings
Texas
$6.65M 121,071 -5,415 -4%
Nordea Investment Management
91
Nordea Investment Management
Sweden
$6.3M 116,020 -1,297 -1%
Russell Investments Group
92
Russell Investments Group
United Kingdom
$6.23M 113,705 +87,783 +339%
Capital Fund Management (CFM)
93
Capital Fund Management (CFM)
France
$6.18M 112,516 -91,627 -45%
EGM
94
Engineers Gate Manager
New York
$6.11M 111,331 +40,721 +58%
TC
95
TwinBeech Capital
New York
$5.96M 108,591 +108,591 New
Skandinaviska Enskilda Banken (SEB)
96
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.96M 108,500 -189,000 -64%
Prudential Financial
97
Prudential Financial
New Jersey
$5.95M 99,666 +23,624 +31%
Canada Life
98
Canada Life
Manitoba, Canada
$5.91M 107,640 -4,983 -4%
Mackenzie Financial
99
Mackenzie Financial
Ontario, Canada
$5.87M 106,993 +80,436 +303%
Comerica Bank
100
Comerica Bank
Texas
$5.87M 106,982 +2,934 +3%
2 3
4
5 6