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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 %
HI
176
Human Investing
Oregon
$2.04M 37,150 -3,797 -9%
M&T Bank
177
M&T Bank
New York
$2M 36,359 -2,661 -7%
HWAM
178
Hennion & Walsh Asset Management
New Jersey
$1.94M 35,392 +1,236 +4%
NA
179
NewEdge Advisors
Louisiana
$1.93M 35,167 +697 +2%
Mariner
180
Mariner
Kansas
$1.92M 35,051 -8,350 -19%
VF
181
Vest Financial
Virginia
$1.92M 35,041 +7,159 +26%
OTPPB
182
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.92M 34,906 -23,630 -40%
Pathstone Holdings
183
Pathstone Holdings
New Jersey
$1.9M 34,469 +2,915 +9%
COPPSERS
184
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.89M 34,398 +2,403 +8%
BHCM
185
Brevan Howard Capital Management
Jersey
$1.85M 33,755 -69,872 -67%
Handelsbanken Fonder
186
Handelsbanken Fonder
Sweden
$1.84M 33,600 -2,100 -6%
Cetera Investment Advisers
187
Cetera Investment Advisers
Illinois
$1.79M 32,555 -19,977 -38%
XT
188
XTX Topco
Cayman Islands
$1.79M 32,543 +13,627 +72%
N
189
Natixis
France
$1.77M 32,320 +32,320 New
Natixis Advisors
190
Natixis Advisors
Massachusetts
$1.77M 32,284 +870 +3%
RWM
191
Ritholtz Wealth Management
New York
$1.77M 32,281 -324 -1%
SOMRS
192
State of Michigan Retirement System
Michigan
$1.77M 32,168 +100 +0.3%
Thrivent Financial for Lutherans
193
Thrivent Financial for Lutherans
Minnesota
$1.73M 31,522 +140 +0.4%
OAC
194
OMERS Administration Corp
Ontario, Canada
$1.72M 31,336 -700 -2%
Mercer Global Advisors
195
Mercer Global Advisors
Colorado
$1.68M 30,601 -1,539 -5%
CC
196
Centiva Capital
New York
$1.67M 30,490 +25,149 +471%
AG
197
Algert Global
California
$1.66M 30,200 +30,200 New
LTAS
198
Linden Thomas Advisory Services
North Carolina
$1.66M 30,192 -217 -0.7%
EMPI
199
Elo Mutual Pension Insurance
Finland
$1.66M 30,179 +2,744 +10%
PI
200
PineBridge Investments
New York
$1.65M 30,033 +3,877 +15%
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