HRB icon

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 %
EP
76
Edgestream Partners
New Jersey
$10.6M 193,568 +193,568 New
AllianceBernstein
77
AllianceBernstein
Tennessee
$10.4M 190,110 -5,881 -3%
FCI
78
Financial Counselors Inc
Kansas
$9.76M 177,709 -5,714 -3%
Universal-Beteiligungs- und Servicegesellschaft
79
Universal-Beteiligungs- und Servicegesellschaft
Germany
$9.34M 170,118 -29,802 -15%
Corient Private Wealth
80
Corient Private Wealth
Florida
$9.15M 166,627 +8,228 +5%
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$8.82M 160,693 -7,490 -4%
TPSF
82
Texas Permanent School Fund
Texas
$8.55M 141,634 +141,634 New
New York State Teachers Retirement System (NYSTRS)
83
New York State Teachers Retirement System (NYSTRS)
New York
$8.38M 152,644 -12,836 -8%
DekaBank Deutsche Girozentrale
84
DekaBank Deutsche Girozentrale
Germany
$8.23M 154,795
CF
85
Corebridge Financial
Texas
$8.13M 148,150 -7,244 -5%
Wells Fargo
86
Wells Fargo
California
$8.11M 147,756 +48,884 +49%
SIS
87
Sound Income Strategies
Florida
$7.87M 143,325 -41,049 -22%
RA
88
Royce & Associates
New York
$7.84M 142,756 -13,300 -9%
NL
89
Nuveen LLC
North Carolina
$7.65M 828,396 +828,396 New
TA
90
Tectonic Advisors
Texas
$7.28M 132,524 +11,716 +10%
California State Teachers Retirement System (CalSTRS)
91
California State Teachers Retirement System (CalSTRS)
California
$7.07M 128,704 -1,840 -1%
TI
92
Trexquant Investment
Connecticut
$6.97M 126,891 +126,891 New
CGH
93
Crossmark Global Holdings
Texas
$6.95M 126,486 +19,411 +18%
Mitsubishi UFJ Trust & Banking
94
Mitsubishi UFJ Trust & Banking
Japan
$6.57M 119,658 -9,937 -8%
LCM
95
Landscape Capital Management
New Jersey
$6.5M 118,395 +118,395 New
Nordea Investment Management
96
Nordea Investment Management
Sweden
$6.36M 117,317 -1,299 -1%
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$6.26M 113,981 +87,373 +328%
Victory Capital Management
98
Victory Capital Management
Texas
$6.24M 113,604 +38,999 +52%
Canada Life
99
Canada Life
Manitoba, Canada
$6.19M 112,623 -11,062 -9%
Barclays
100
Barclays
United Kingdom
$6.18M 112,528 -21,011 -16%