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H&R Block
HRB

Overview Fund Activity

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

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$65.6M
2
Goldman Sachs
Goldman Sachs
New York
+$38.4M
3
Barclays
Barclays
United Kingdom
+$21.1M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$20.7M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$17.2M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$62.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$46.4M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$40.9M
4
UBS AM
UBS AM
Illinois
-$38.7M
5
Millennium Management
Millennium Management
New York
-$37.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
101
Crawford Investment Counsel
Georgia
$5.54M -$147K -2,674 -3%
Manulife (Manufacturers Life Insurance)
102
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.51M -$320K -5,831 -5%
RB
103
Rodgers Brothers
Pennsylvania
$5.48M -$549K -10,000 -9%
Allianz Asset Management
104
Allianz Asset Management
Germany
$5.39M +$786K +14,328 +17%
Jacobs Levy Equity Management
105
Jacobs Levy Equity Management
New Jersey
$5.39M +$5.39M +98,134 New
Grantham, Mayo, Van Otterloo & Co (GMO)
106
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$5.37M -$9.62M -175,217 -64%
Cerity Partners
107
Cerity Partners
New York
$5.26M +$25.8K +470 +0.5%
SBH
108
Segall Bryant & Hamill
Illinois
$5.21M – – –
Mitsubishi UFJ Trust & Banking
109
Mitsubishi UFJ Trust & Banking
Japan
$5.21M -$1.36M -24,814 -21%
National Bank of Canada
110
National Bank of Canada
Quebec, Canada
$5.17M +$4.95M +90,147 +2,226%
Verition Fund Management
111
Verition Fund Management
Connecticut
$5.09M +$2.63M +47,886 +107%
YIH
112
Y-Intercept (HK)
Hong Kong
$4.97M +$3.91M +71,316 +369%
CCIA
113
Campbell & Co Investment Adviser
Maryland
$4.93M +$3.68M +66,975 +292%
IIM
114
INTECH Investment Management
Florida
$4.93M -$1.23M -22,344 -20%
Amundi
115
Amundi
France
$4.9M +$51K +913 +1%
Schroder Investment Management Group
116
Schroder Investment Management Group
United Kingdom
$4.86M -$317K -5,773 -6%
RIM
117
Redwood Investment Management
Arizona
$4.8M -$286K -5,205 -6%
BWC
118
Blue Whale Capital
United Kingdom
$4.77M -$26M -473,917 -84%
IMRF
119
Illinois Municipal Retirement Fund
Illinois
$4.76M +$1.73M +31,494 +57%
New York State Common Retirement Fund
120
New York State Common Retirement Fund
New York
$4.61M – – –
JF
121
Jump Financial
Illinois
$4.53M +$4.11M +74,935 +988%
Creative Planning
122
Creative Planning
Kansas
$4.49M -$2.31K -42 -0.1%
BGIM
123
Brandywine Global Investment Management
Pennsylvania
$4.48M -$34.3K -625 -0.8%
RA
124
Royce & Associates
New York
$4.36M -$3.47M -63,300 -44%
Nisa Investment Advisors
125
Nisa Investment Advisors
Missouri
$4.34M +$970K +17,530 +29%
3 4
5
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