H&R Block
541 hedge funds and large institutions have $5.93B invested in H&R Block in 2025 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 169 increasing their positions, 194 reducing their positions, and 93 closing their positions.
9% more call options, than puts
Call options by funds: $12.8M | Put options by funds: $11.7M
3.16% less ownership
Funds ownership: 92.32% → 89.16% (-3.2%)
4% less funds holding
Funds holding: 561 → 541 (-20)
11% less first-time investments, than exits
New positions opened: 83 | Existing positions closed: 93
13% less capital invested
Capital invested by funds: $6.79B → $5.93B (-$855M)
13% less repeat investments, than reductions
Existing positions increased: 169 | Existing positions reduced: 194
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$122M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$51.6M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$34.5M |
| 4 |
UBS AM
Chicago,
Illinois
|
+$30.5M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$28.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$38.7M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$37.6M |
| 3 |
Goldman Sachs
New York
|
-$36.2M |
| 4 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
-$35.8M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
-$30.6M |
HRB Hedge Fund Activity: Q3 2025 in Review
541 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q3 2025, worth a combined $5.93B — down 13% from $6.79B a quarter earlier.
Sellers outnumbered buyers: 93 funds closed out of HRB and 83 opened new positions — a net loss of 10 holders — while 194 trimmed existing stakes and 169 added.
The largest buyer was Franklin Resources, adding an estimated $122M. The largest seller was Truist Financial, cutting an estimated $38.7M.
- 541 institutional investors held H&R Block (HRB) as of Q3 2025, down from 561 in Q2 2025.
- Funds reported $5.93B of H&R Block stock for Q3 2025, down 13% quarter-over-quarter.
- 83 funds opened new H&R Block positions in Q3 2025 and 93 closed out, a net change of -10 holders.
- The largest H&R Block buyer in Q3 2025 was Franklin Resources, an estimated $122M added.
- The largest H&R Block seller in Q3 2025 was Truist Financial, an estimated $38.7M sold.
Based on aggregated 13F filings for Q3 2025.