HRB icon

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 %
Wealth Enhancement Advisory Services
201
Wealth Enhancement Advisory Services
Minnesota
$1.65M 29,354 +13,404 +84%
NMIMC
202
Northwestern Mutual Investment Management Company
Wisconsin
$1.64M 29,891 +130 +0.4%
CAMG
203
CWA Asset Management Group
Florida
$1.62M 29,561 +7,135 +32%
KCM
204
Kennondale Capital Management
Virginia
$1.61M 29,286 – –
NAAA
205
New Age Alpha Advisors
New York
$1.6M 29,184 +120 +0.4%
Neuberger Berman Group
206
Neuberger Berman Group
New York
$1.58M 28,871 +19,067 +194%
KAS
207
Kestra Advisory Services
Texas
$1.57M 28,569 +1,008 +4%
LGF
208
LGT Group Foundation
Liechtenstein
$1.55M 28,289 -11,032 -28%
NMERB
209
New Mexico Educational Retirement Board
New Mexico
$1.53M 27,800 – –
Citigroup
210
Citigroup
New York
$1.51M 27,566 -13,137 -32%
OPERF
211
Oregon Public Employees Retirement Fund
Oregon
$1.51M 27,424 +200 +0.7%
Caisse de Depot et Placement du Quebec (CDPQ)
212
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.47M 26,717 +26,717 New
FCBT
213
First Citizens Bank & Trust
North Carolina
$1.46M 26,631 +15,769 +145%
AIP
214
Ameritas Investment Partners
Nebraska
$1.43M 25,994 -342 -1%
SM
215
Sciencast Management
New Jersey
$1.42M 25,908 +25,908 New
SSCM
216
Sovereign's Capital Management
Georgia
$1.42M 25,863 +4,160 +19%
MWPCG
217
Measured Wealth Private Client Group
New Hampshire
$1.42M 25,856 +579 +2%
QCM
218
Qsemble Capital Management
New York
$1.42M 25,850 +15,567 +151%
MAM
219
Martingale Asset Management
Massachusetts
$1.37M 24,973 -3,650 -13%
Envestnet Portfolio Solutions
220
Envestnet Portfolio Solutions
Illinois
$1.32M 24,019 +16,865 +236%
CIC
221
Chase Investment Counsel
Virginia
$1.32M 24,000 – –
CastleKeep Investment Advisors
222
CastleKeep Investment Advisors
Connecticut
$1.3M 23,705 +23,705 New
VA
223
Vident Advisory
Georgia
$1.28M 23,337 +3,198 +16%
ACM
224
Argyle Capital Management
Pennsylvania
$1.28M 23,233 – –
HCM
225
Huber Capital Management
California
$1.27M 23,200 – –
7 8
9
10 11