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H&R Block
561 hedge funds and large institutions have $6.79B invested in H&R Block in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 197 increasing their positions, 207 reducing their positions, and 61 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
5% less repeat investments, than reductions
Existing positions increased: 197 | Existing positions reduced: 207
3.93% less ownership
Funds ownership: 96.25% → 92.32% (-3.9%)
10% less call options, than puts
Call options by funds: $16.9M | Put options by funds: $18.8M
Holders
561
Holding in Top 10
3
Calls
$16.9M
Puts
$18.8M
Top Buyers
| 1 | +$69M | |
| 2 | +$40.4M | |
| 3 | +$38.3M | |
| 4 |
Barclays
London,
United Kingdom
|
+$22.2M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$21.8M |
Top Sellers
| 1 | -$65.8M | |
| 2 | -$48.8M | |
| 3 | -$40.9M | |
| 4 |
UBS AM
Chicago,
Illinois
|
-$40.7M |
| 5 |
Millennium Management
New York
|
-$39.6M |