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H&R Block
HRB

Overview Fund Activity

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

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$65.6M
2
Goldman Sachs
Goldman Sachs
New York
+$38.4M
3
Barclays
Barclays
United Kingdom
+$21.1M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$20.7M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$17.2M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$62.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$46.4M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$40.9M
4
UBS AM
UBS AM
Illinois
-$38.7M
5
Millennium Management
Millennium Management
New York
-$37.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$885M +$11.3M +205,488 +1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$760M -$46.4M -844,792 -6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$760M -$17.9M -326,413 -2%
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$243M -$10.6M -193,495 -4%
State Street
5
State Street
Massachusetts
$233M -$14.1M -255,824 -6%
Boston Partners
6
Boston Partners
Massachusetts
$178M -$29.3M -534,058 -14%
Lazard Asset Management
7
Lazard Asset Management
New York
$175M -$29.9M -543,838 -15%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$156M +$8.24M +150,184 +6%
Northern Trust
9
Northern Trust
Illinois
$136M -$7.01M -127,664 -5%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$124M -$1.22M -22,195 -1%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$124M +$6.07M +110,538 +5%
Morgan Stanley
12
Morgan Stanley
New York
$113M -$5.24M -95,426 -4%
Citadel Advisors
13
Citadel Advisors
Florida
$101M +$65.6M +1,195,527 +187%
Norges Bank
14
Norges Bank
Norway
$97.8M +$97.8M +1,782,215 New
Qube Research & Technologies (QRT)
15
Qube Research & Technologies (QRT)
United Kingdom
$96.1M +$17.2M +312,776 +22%
Charles Schwab
16
Charles Schwab
California
$89.8M -$2.9M -52,768 -3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$89.5M -$1.44M -26,235 -2%
AQR Capital Management
18
AQR Capital Management
Connecticut
$88.5M -$9.4M -171,819 -10%
LSV Asset Management
19
LSV Asset Management
Illinois
$88.3M -$3.2M -58,371 -4%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$87.8M +$4.56M +83,103 +5%
Goldman Sachs
21
Goldman Sachs
New York
$85M +$38.4M +700,006 +82%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$82.5M +$14.2M +258,248 +21%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$62.3M +$9.47M +172,575 +18%
Marshall Wace
24
Marshall Wace
United Kingdom
$59.9M +$11.8M +215,472 +25%
Bank of America
25
Bank of America
North Carolina
$55.6M -$11.3M -205,727 -17%
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