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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 %
TRSOTSOK
151
Teachers Retirement System of the State of Kentucky
Kentucky
$2.61M – – –
AAM
152
Auxier Asset Management
Oregon
$2.54M -$9.77K -178 -0.4%
TAM
153
Tealwood Asset Management
Minnesota
$2.53M -$75.4K -1,373 -3%
Ohio Public Employees Retirement System (OPERS)
154
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.52M -$58.6K -1,068 -2%
BC
155
Burney Company
Virginia
$2.52M +$61K +1,112 +2%
YCM
156
Yousif Capital Management
Michigan
$2.49M -$38.4K -699 -2%
State of New Jersey Common Pension Fund D
157
State of New Jersey Common Pension Fund D
New Jersey
$2.47M – – –
Allspring Global Investments
158
Allspring Global Investments
North Carolina
$2.45M -$3.16M -56,730 -56%
Stifel Financial
159
Stifel Financial
Missouri
$2.43M -$424K -7,731 -15%
Deutsche Bank
160
Deutsche Bank
Germany
$2.38M -$239K -4,355 -9%
SSA
161
Schonfeld Strategic Advisors
New York
$2.37M -$6.26K -114 -0.3%
Rockefeller Capital Management
162
Rockefeller Capital Management
New York
$2.37M -$367K -6,691 -13%
CB
163
Commerce Bank
Missouri
$2.37M -$694K -12,637 -23%
KK
164
KLP Kapitalforvaltning
Norway
$2.35M -$955K -17,300 -29%
ORG
165
Optimist Retirement Group
Washington
$2.26M -$166K -3,027 -7%
Teacher Retirement System of Texas
166
Teacher Retirement System of Texas
Texas
$2.24M +$107K +1,949 +5%
Commonwealth Equity Services
167
Commonwealth Equity Services
Massachusetts
$2.21M +$171K +3,109 +8%
Ensign Peak Advisors
168
Ensign Peak Advisors
Utah
$2.21M -$343K -6,250 -13%
Holocene Advisors
169
Holocene Advisors
New York
$2.19M +$1.96M +35,650 +836%
AAF
170
Andra AP-fonden
Sweden
$2.19M – – –
ASRS
171
Arizona State Retirement System
Arizona
$2.14M -$13.6K -248 -0.6%
VRS
172
Virginia Retirement Systems
Virginia
$2.13M – – –
HI
173
Horizon Investments
North Carolina
$2.12M +$2.11M +38,527 +132,852%
Zurich Cantonal Bank
174
Zurich Cantonal Bank
Switzerland
$2.09M +$106K +1,927 +5%
LSERS
175
Louisiana State Employees Retirement System
Louisiana
$2.07M +$11K +200 +0.5%
5 6
7
8 9