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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
201
$1.65M
202
$1.65M
203
$1.64M
204
$1.62M
205
$1.61M
206
$1.6M
207
$1.58M
208
$1.57M
209
$1.55M
210
$1.53M
211
$1.51M
212
$1.51M
213
$1.47M
214
$1.46M
215
$1.43M
216
$1.42M
217
$1.42M
218
$1.42M
219
$1.42M
220
$1.37M
221
$1.32M
222
$1.32M
223
$1.3M
224
$1.28M
225
$1.28M