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H&R Block

558 hedge funds and large institutions have $6.79B invested in H&R Block in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 195 increasing their positions, 207 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

6% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 207

3.08% less ownership

Funds ownership: 95.42%92.34% (-3.1%)

10% less call options, than puts

Call options by funds: $16.9M | Put options by funds: $18.8M

Holders
558
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.9M
Puts
$18.8M
Net Calls
Net Calls Change

Top Sellers

1 -$62.5M
2 -$46.4M
3 -$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
Change in
Stake
LSERS
176
Louisiana State Employees Retirement System
Louisiana
$2.07M
CCP
177
Cunning Capital Partners
North Carolina
$2.05M
HI
178
Human Investing
Oregon
$2.04M
M&T Bank
179
M&T Bank
New York
$2M
HWAM
180
Hennion & Walsh Asset Management
New Jersey
$1.94M
NA
181
NewEdge Advisors
Louisiana
$1.93M
Mariner
182
Mariner
Kansas
$1.92M
VF
183
Vest Financial
Virginia
$1.92M
OTPPB
184
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.92M
Pathstone Holdings
185
Pathstone Holdings
New Jersey
$1.9M
COPPSERS
186
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.89M
BHCM
187
Brevan Howard Capital Management
Jersey
$1.85M
Handelsbanken Fonder
188
Handelsbanken Fonder
Sweden
$1.84M
Cetera Investment Advisers
189
Cetera Investment Advisers
Illinois
$1.79M
XT
190
XTX Topco
Cayman Islands
$1.79M
N
191
Natixis
France
$1.77M
Natixis Advisors
192
Natixis Advisors
Massachusetts
$1.77M
RWM
193
Ritholtz Wealth Management
New York
$1.77M
SOMRS
194
State of Michigan Retirement System
Michigan
$1.77M
Thrivent Financial for Lutherans
195
Thrivent Financial for Lutherans
Minnesota
$1.73M
OAC
196
OMERS Administration Corp
Ontario, Canada
$1.72M
Mercer Global Advisors
197
Mercer Global Advisors
Colorado
$1.68M
CC
198
Centiva Capital
New York
$1.67M
AG
199
Algert Global
California
$1.66M
LTAS
200
Linden Thomas Advisory Services
North Carolina
$1.66M