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H&R Block

558 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, 196 increasing their positions, 206 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

5% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 206

3.07% less ownership

Funds ownership: 95.31%92.24% (-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
Name Holding Trade Value Shares
Change
Change in
Stake
176
$2.05M
177
$2.04M
178
$2M
179
$1.94M
180
$1.93M
181
$1.92M
182
$1.92M
183
$1.92M
184
$1.9M
185
$1.89M
186
$1.85M
187
$1.84M
188
$1.79M
189
$1.79M
190
$1.77M
191
$1.77M
192
$1.77M
193
$1.77M
194
$1.73M
195
$1.72M
196
$1.68M
197
$1.67M
198
$1.66M
199
$1.66M
200
$1.66M