H&R Block
486 hedge funds and large institutions have $3.86B invested in H&R Block in 2026 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 211 increasing their positions, 135 reducing their positions, and 96 closing their positions.
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
56% more repeat investments, than reductions
Existing positions increased: 211 | Existing positions reduced: 135
2.92% more ownership
Funds ownership: 92.92% → 95.84% (+2.9%)
4% less funds holding
Funds holding: 506 → 486 (-20)
14% less first-time investments, than exits
New positions opened: 83 | Existing positions closed: 96
25% less capital invested
Capital invested by funds: $5.12B → $3.86B (-$1.26B)
36% less call options, than puts
Call options by funds: $15.4M | Put options by funds: $24.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Himalaya Capital Management
Seattle,
Washington
|
+$56.7M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$55.2M |
| 3 |
Lazard Asset Management
New York
|
+$44.2M |
| 4 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$30.9M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$29.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$134M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$31M |
| 3 |
NW
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
-$28.9M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
-$24.8M |
| 5 |
AT
Arbejdsmarkedets Tillaegspension
Hilleroed,
|
-$24.2M |
HRB Hedge Fund Activity: Q1 2026 in Review
486 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q1 2026, worth a combined $3.86B — down 25% from $5.12B a quarter earlier.
Sellers outnumbered buyers: 96 funds closed out of HRB and 83 opened new positions — a net loss of 13 holders — while 135 trimmed existing stakes and 211 added.
The largest buyer was Himalaya Capital Management, opening a new position worth an estimated $56.7M. The largest seller was Boston Partners, exiting entirely with an estimated $134M sold.
- 486 institutional investors held H&R Block (HRB) as of Q1 2026, down from 506 in Q4 2025.
- Funds reported $3.86B of H&R Block stock for Q1 2026, down 25% quarter-over-quarter.
- 83 funds opened new H&R Block positions in Q1 2026 and 96 closed out, a net change of -13 holders.
- The largest H&R Block buyer in Q1 2026 was Himalaya Capital Management, an estimated $56.7M added.
- The largest H&R Block seller in Q1 2026 was Boston Partners, an estimated $134M sold.
Based on aggregated 13F filings for Q1 2026.