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H&R Block

556 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, 195 increasing their positions, 206 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
556
Holders Change
-1
Holders Change %
-0.18%
% of All Funds
7.45%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
63
Increased
195
Reduced
206
Closed
58
Calls
$16.9M
Puts
$18.8M
Net Calls
-$1.93M
Net Calls Change
+$8.48M
Name Holding Trade Value Shares
Change
Shares
Change %
CCP
176
Cunning Capital Partners
North Carolina
$2.05M
HI
177
Human Investing
Oregon
$2.04M -$208K -3,797 -9%
M&T Bank
178
M&T Bank
New York
$2M -$146K -2,661 -7%
HWAM
179
Hennion & Walsh Asset Management
New Jersey
$1.94M +$67.8K +1,236 +4%
NA
180
NewEdge Advisors
Louisiana
$1.93M +$38.3K +697 +2%
Mariner
181
Mariner
Kansas
$1.92M -$458K -8,350 -19%
VF
182
Vest Financial
Virginia
$1.92M +$393K +7,159 +26%
OTPPB
183
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.92M -$1.3M -23,630 -40%
Pathstone Holdings
184
Pathstone Holdings
New Jersey
$1.9M +$161K +2,915 +9%
COPPSERS
185
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.89M +$132K +2,403 +8%
BHCM
186
Brevan Howard Capital Management
Jersey
$1.85M -$3.84M -69,872 -67%
Handelsbanken Fonder
187
Handelsbanken Fonder
Sweden
$1.84M -$115K -2,100 -6%
Cetera Investment Advisers
188
Cetera Investment Advisers
Illinois
$1.79M -$1.1M -19,977 -38%
XT
189
XTX Topco
Cayman Islands
$1.79M +$748K +13,627 +72%
N
190
Natixis
France
$1.77M +$1.77M +32,320 New
Natixis Advisors
191
Natixis Advisors
Massachusetts
$1.77M +$47.8K +870 +3%
RWM
192
Ritholtz Wealth Management
New York
$1.77M -$17.8K -324 -1%
SOMRS
193
State of Michigan Retirement System
Michigan
$1.77M +$5.49K +100 +0.3%
Thrivent Financial for Lutherans
194
Thrivent Financial for Lutherans
Minnesota
$1.73M +$7.68K +140 +0.4%
OAC
195
OMERS Administration Corp
Ontario, Canada
$1.72M -$38.4K -700 -2%
Mercer Global Advisors
196
Mercer Global Advisors
Colorado
$1.68M -$84.5K -1,539 -5%
CC
197
Centiva Capital
New York
$1.67M +$1.38M +25,149 +471%
AG
198
Algert Global
California
$1.66M +$1.66M +30,200 New
LTAS
199
Linden Thomas Advisory Services
North Carolina
$1.66M -$11.9K -217 -0.7%
EMPI
200
Elo Mutual Pension Insurance
Finland
$1.66M +$151K +2,744 +10%