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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 %
PI
201
PineBridge Investments
New York
$1.65M +$213K +3,877 +15%
Wealth Enhancement Advisory Services
202
Wealth Enhancement Advisory Services
Minnesota
$1.65M +$752K +13,404 +84%
NMIMC
203
Northwestern Mutual Investment Management Company
Wisconsin
$1.64M +$7.14K +130 +0.4%
CAMG
204
CWA Asset Management Group
Florida
$1.62M +$392K +7,135 +32%
KCM
205
Kennondale Capital Management
Virginia
$1.61M
NAAA
206
New Age Alpha Advisors
New York
$1.6M +$6.59K +120 +0.4%
Neuberger Berman Group
207
Neuberger Berman Group
New York
$1.58M +$1.05M +19,067 +194%
KAS
208
Kestra Advisory Services
Texas
$1.57M +$55.3K +1,008 +4%
LGF
209
LGT Group Foundation
Liechtenstein
$1.55M -$606K -11,032 -28%
NMERB
210
New Mexico Educational Retirement Board
New Mexico
$1.53M
Citigroup
211
Citigroup
New York
$1.51M -$721K -13,137 -32%
OPERF
212
Oregon Public Employees Retirement Fund
Oregon
$1.51M +$11K +200 +0.7%
Caisse de Depot et Placement du Quebec (CDPQ)
213
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.47M +$1.47M +26,717 New
FCBT
214
First Citizens Bank & Trust
North Carolina
$1.46M +$866K +15,769 +145%
AIP
215
Ameritas Investment Partners
Nebraska
$1.43M -$18.8K -342 -1%
SM
216
Sciencast Management
New Jersey
$1.42M +$1.42M +25,908 New
SSCM
217
Sovereign's Capital Management
Georgia
$1.42M +$228K +4,160 +19%
MWPCG
218
Measured Wealth Private Client Group
New Hampshire
$1.42M +$31.8K +579 +2%
QCM
219
Qsemble Capital Management
New York
$1.42M +$854K +15,567 +151%
MAM
220
Martingale Asset Management
Massachusetts
$1.37M -$200K -3,650 -13%
Envestnet Portfolio Solutions
221
Envestnet Portfolio Solutions
Illinois
$1.32M +$926K +16,865 +236%
CIC
222
Chase Investment Counsel
Virginia
$1.32M
CastleKeep Investment Advisors
223
CastleKeep Investment Advisors
Connecticut
$1.3M +$1.3M +23,705 New
VA
224
Vident Advisory
Georgia
$1.28M +$176K +3,198 +16%
ACM
225
Argyle Capital Management
Pennsylvania
$1.28M