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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 %
AAM
151
Auxier Asset Management
Oregon
$2.54M 46,259 -178 -0.4%
TAM
152
Tealwood Asset Management
Minnesota
$2.53M 46,001 -1,373 -3%
Ohio Public Employees Retirement System (OPERS)
153
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.52M 45,885 -1,068 -2%
BC
154
Burney Company
Virginia
$2.52M 45,842 +1,112 +2%
YCM
155
Yousif Capital Management
Michigan
$2.49M 45,428 -699 -2%
State of New Jersey Common Pension Fund D
156
State of New Jersey Common Pension Fund D
New Jersey
$2.47M 44,945 – –
Allspring Global Investments
157
Allspring Global Investments
North Carolina
$2.45M 43,871 -56,730 -56%
Stifel Financial
158
Stifel Financial
Missouri
$2.43M 44,250 -7,731 -15%
Deutsche Bank
159
Deutsche Bank
Germany
$2.38M 43,320 -4,355 -9%
SSA
160
Schonfeld Strategic Advisors
New York
$2.37M 43,254 -114 -0.3%
Rockefeller Capital Management
161
Rockefeller Capital Management
New York
$2.37M 43,128 -6,691 -13%
CB
162
Commerce Bank
Missouri
$2.37M 43,110 -12,637 -23%
KK
163
KLP Kapitalforvaltning
Norway
$2.35M 42,500 -17,300 -29%
ORG
164
Optimist Retirement Group
Washington
$2.26M 41,235 -3,027 -7%
Teacher Retirement System of Texas
165
Teacher Retirement System of Texas
Texas
$2.24M 40,852 +1,949 +5%
Commonwealth Equity Services
166
Commonwealth Equity Services
Massachusetts
$2.21M 40,313 +3,109 +8%
Ensign Peak Advisors
167
Ensign Peak Advisors
Utah
$2.21M 40,292 -6,250 -13%
Holocene Advisors
168
Holocene Advisors
New York
$2.19M 39,915 +35,650 +836%
AAF
169
Andra AP-fonden
Sweden
$2.19M 39,807 – –
ASRS
170
Arizona State Retirement System
Arizona
$2.14M 39,063 -248 -0.6%
VRS
171
Virginia Retirement Systems
Virginia
$2.13M 38,800 – –
HI
172
Horizon Investments
North Carolina
$2.12M 38,556 +38,527 +132,852%
Zurich Cantonal Bank
173
Zurich Cantonal Bank
Switzerland
$2.09M 37,997 +1,927 +5%
LSERS
174
Louisiana State Employees Retirement System
Louisiana
$2.07M 37,700 +200 +0.5%
CCP
175
Cunning Capital Partners
North Carolina
$2.05M 37,360 – –
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