H&R Block
499 hedge funds and large institutions have $5.12B invested in H&R Block in 2025 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 154 increasing their positions, 201 reducing their positions, and 98 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
more call options, than puts
Call options by funds: $ | Put options by funds: $
more ownership
Funds ownership: →
less funds holding
Funds holding: →
14% less capital invested
Capital invested by funds: $5.93B → $5.12B (-$805M)
23% less repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 201
29% less first-time investments, than exits
New positions opened: 70 | Existing positions closed: 98
Holders
499
Holding in Top 10
4
Calls
$13.3M
Puts
$11.4M
Top Buyers
| 1 | +$44.3M | |
| 2 | +$37.8M | |
| 3 | +$37.4M | |
| 4 |
Millennium Management
New York
|
+$28.6M |
| 5 |
D.E. Shaw & Co
New York
|
+$23.9M |
Top Sellers
| 1 | -$109M | |
| 2 | -$49.5M | |
| 3 | -$38.4M | |
| 4 |
Lazard Asset Management
New York
|
-$33.7M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$28.3M |
