H&R Block
561 hedge funds and large institutions have $6.79B invested in H&R Block in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 197 increasing their positions, 207 reducing their positions, and 61 closing their positions.
5% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 61
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% less funds holding
Funds holding: 562 → 561 (-1)
3% less capital invested
Capital invested by funds: $7.01B → $6.79B (-$219M)
5% less repeat investments, than reductions
Existing positions increased: 197 | Existing positions reduced: 207
3.47% less ownership
Funds ownership: 95.79% → 92.32% (-3.5%)
10% less call options, than puts
Call options by funds: $16.9M | Put options by funds: $18.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$69M |
| 2 |
Goldman Sachs
New York
|
+$40.4M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$38.3M |
| 4 |
Barclays
London,
United Kingdom
|
+$22.2M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$21.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$65.8M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$48.8M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$40.9M |
| 4 |
UBS AM
Chicago,
Illinois
|
-$40.7M |
| 5 |
Millennium Management
New York
|
-$39.6M |
HRB Hedge Fund Activity: Q2 2025 in Review
561 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q2 2025, worth a combined $6.79B — down 3.1% from $7.01B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new HRB positions and 61 closed out — a net gain of 3 holders — while 197 added to existing stakes and 207 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $69M. The largest seller was Balyasny Asset Management, cutting an estimated $65.8M.
- 561 institutional investors held H&R Block (HRB) as of Q2 2025, down from 562 in Q1 2025.
- Funds reported $6.79B of H&R Block stock for Q2 2025, down 3.1% quarter-over-quarter.
- 64 funds opened new H&R Block positions in Q2 2025 and 61 closed out, a net change of +3 holders.
- The largest H&R Block buyer in Q2 2025 was Citadel Advisors, an estimated $69M added.
- The largest H&R Block seller in Q2 2025 was Balyasny Asset Management, an estimated $65.8M sold.
Based on aggregated 13F filings for Q2 2025.