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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 %
HSBC Holdings
76
HSBC Holdings
United Kingdom
$8.96M +$5.4M +99,105 +151%
State Board of Administration of Florida Retirement System
77
State Board of Administration of Florida Retirement System
Florida
$8.85M +$25.2K +460 +0.3%
Two Sigma Investments
78
Two Sigma Investments
New York
$8.41M -$6.06M -110,416 -42%
DekaBank Deutsche Girozentrale
79
DekaBank Deutsche Girozentrale
Germany
$8.4M
Two Sigma Advisers
80
Two Sigma Advisers
New York
$8.39M +$3.4M +61,900 +68%
New York State Teachers Retirement System (NYSTRS)
81
New York State Teachers Retirement System (NYSTRS)
New York
$8.33M -$53K -965 -0.6%
Point72 Asset Management
82
Point72 Asset Management
Connecticut
$8.23M +$8.23M +149,900 New
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$8.12M +$6.58M +119,902 +428%
Balyasny Asset Management
84
Balyasny Asset Management
Illinois
$8.11M -$62.5M -1,139,070 -89%
LCM
85
Landscape Capital Management
New Jersey
$7.94M +$1.44M +26,258 +22%
TA
86
Tectonic Advisors
Texas
$7.91M +$632K +11,523 +9%
California State Teachers Retirement System (CalSTRS)
87
California State Teachers Retirement System (CalSTRS)
California
$7.04M -$22.1K -403 -0.3%
RL
88
Ruffer LLP
United Kingdom
$6.89M +$1.48M +26,976 +27%
Franklin Resources
89
Franklin Resources
California
$6.84M -$10.5M -191,271 -61%
CGH
90
Crossmark Global Holdings
Texas
$6.65M -$297K -5,415 -4%
Nordea Investment Management
91
Nordea Investment Management
Sweden
$6.3M -$70.5K -1,297 -1%
Russell Investments Group
92
Russell Investments Group
United Kingdom
$6.23M +$4.81M +87,783 +339%
Capital Fund Management (CFM)
93
Capital Fund Management (CFM)
France
$6.18M -$5.03M -91,627 -45%
EGM
94
Engineers Gate Manager
New York
$6.11M +$2.24M +40,721 +58%
TC
95
TwinBeech Capital
New York
$5.96M +$5.96M +108,591 New
Skandinaviska Enskilda Banken (SEB)
96
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.96M -$10.4M -189,000 -64%
Prudential Financial
97
Prudential Financial
New Jersey
$5.95M +$1.41M +23,624 +31%
Canada Life
98
Canada Life
Manitoba, Canada
$5.91M -$274K -4,983 -4%
Mackenzie Financial
99
Mackenzie Financial
Ontario, Canada
$5.87M +$4.42M +80,436 +303%
Comerica Bank
100
Comerica Bank
Texas
$5.87M +$161K +2,934 +3%