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H&R Block

558 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, 196 increasing their positions, 206 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

5% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 206

3.07% less ownership

Funds ownership: 95.31%92.24% (-3.1%)

10% less call options, than puts

Call options by funds: $16.9M | Put options by funds: $18.8M

Holders
558
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.9M
Puts
$18.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
76
$8.96M
77
$8.85M
78
$8.41M
79
$8.39M
80
$8.39M
81
$8.33M
82
$8.23M
83
$8.12M
84
$8.11M
85
$7.94M
86
$7.91M
87
$7.04M
88
$6.89M
89
$6.84M
90
$6.65M
91
$6.3M
92
$6.23M
93
$6.18M
94
$6.11M
95
$5.96M
96
$5.96M
97
$5.95M
98
$5.91M
99
$5.87M
100
$5.87M