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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 %
Victory Capital Management
126
Victory Capital Management
Texas
$4.24M 77,224 -36,380 -32%
IG
127
ING Group
Netherlands
$4.2M 76,600 +76,600 New
OSAM
128
O'Shaughnessy Asset Management
Connecticut
$4.17M 76,019 +2,037 +3%
AFA
129
Abacus FCF Advisors
Florida
$4.13M 75,326 +1,288 +2%
QCM
130
Quantinno Capital Management
New York
$4.06M 73,992 +32,532 +78%
Wells Fargo
131
Wells Fargo
California
$3.88M 70,680 -77,076 -52%
EF
132
Empowered Funds
Pennsylvania
$3.76M 68,423 -159,511 -70%
Janney Montgomery Scott
133
Janney Montgomery Scott
Pennsylvania
$3.72M 67,738 +865 +1%
MOACM
134
Mutual of America Capital Management
New York
$3.65M 66,578 -2,313 -3%
Los Angeles Capital Management
135
Los Angeles Capital Management
California
$3.56M 64,905 -302,484 -82%
LPL Financial
136
LPL Financial
California
$3.48M 63,358 -43,832 -41%
AB
137
Amalgamated Bank
New York
$3.44M 62,580 +755 +1%
KCM
138
Kendall Capital Management
Maryland
$3.43M 62,420 +7,670 +14%
SOADOR
139
State of Alaska Department of Revenue
Alaska
$3.18M 57,968 -715 -1%
HF
140
HRT Financial
New York
$3.15M 57,453 -425,484 -88%
AIC
141
Aurora Investment Counsel
Georgia
$3.08M 56,026 +630 +1%
RHAM
142
Round Hill Asset Management
California
$3.06M 55,731 -474 -0.8%
State of Tennessee, Department of Treasury
143
State of Tennessee, Department of Treasury
Tennessee
$3.04M 55,436 – –
AM
144
AGF Management
Ontario, Canada
$2.92M 53,264 +2,719 +5%
TI
145
Trexquant Investment
Connecticut
$2.91M 53,077 -73,814 -58%
RCM
146
Rings Capital Management
Illinois
$2.91M 53,000 – –
Bank of Nova Scotia
147
Bank of Nova Scotia
Ontario, Canada
$2.8M 51,071 +45,362 +795%
PFSRSONJ
148
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.77M 50,553 +1,476 +3%
CAU
149
Caxton Associates (UK)
$2.67M 48,719 +10,747 +28%
TRSOTSOK
150
Teachers Retirement System of the State of Kentucky
Kentucky
$2.61M 47,628 – –
4 5
6
7 8