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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 %
State of Wisconsin Investment Board
126
State of Wisconsin Investment Board
Wisconsin
$4.33M -$341K -6,210 -7%
Victory Capital Management
127
Victory Capital Management
Texas
$4.24M -$2M -36,380 -32%
IG
128
ING Group
Netherlands
$4.2M +$4.2M +76,600 New
OSAM
129
O'Shaughnessy Asset Management
Connecticut
$4.17M +$112K +2,037 +3%
AFA
130
Abacus FCF Advisors
Florida
$4.13M +$70.7K +1,288 +2%
QCM
131
Quantinno Capital Management
New York
$4.06M +$1.79M +32,532 +78%
Wells Fargo
132
Wells Fargo
California
$3.88M -$4.23M -77,076 -52%
EF
133
Empowered Funds
Pennsylvania
$3.76M -$8.76M -159,511 -70%
Janney Montgomery Scott
134
Janney Montgomery Scott
Pennsylvania
$3.72M +$47.5K +865 +1%
MOACM
135
Mutual of America Capital Management
New York
$3.65M -$127K -2,313 -3%
Los Angeles Capital Management
136
Los Angeles Capital Management
California
$3.56M -$16.6M -302,484 -82%
LPL Financial
137
LPL Financial
California
$3.48M -$2.41M -43,832 -41%
AB
138
Amalgamated Bank
New York
$3.44M +$41.4K +755 +1%
KCM
139
Kendall Capital Management
Maryland
$3.43M +$421K +7,670 +14%
SOADOR
140
State of Alaska Department of Revenue
Alaska
$3.18M -$39.2K -715 -1%
HF
141
HRT Financial
New York
$3.15M -$23.4M -425,484 -88%
AIC
142
Aurora Investment Counsel
Georgia
$3.08M +$34.6K +630 +1%
RHAM
143
Round Hill Asset Management
California
$3.06M -$26K -474 -0.8%
State of Tennessee, Department of Treasury
144
State of Tennessee, Department of Treasury
Tennessee
$3.04M – – –
AM
145
AGF Management
Ontario, Canada
$2.92M +$149K +2,719 +5%
TI
146
Trexquant Investment
Connecticut
$2.91M -$4.05M -73,814 -58%
RCM
147
Rings Capital Management
Illinois
$2.91M – – –
Bank of Nova Scotia
148
Bank of Nova Scotia
Ontario, Canada
$2.8M +$2.49M +45,362 +795%
PFSRSONJ
149
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.77M +$81K +1,476 +3%
CAU
150
Caxton Associates (UK)
$2.67M +$590K +10,747 +28%
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