H&R Block
541 hedge funds and large institutions have $4.87B invested in H&R Block in 2026 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 195 increasing their positions, 142 reducing their positions, and 66 closing their positions.
92% more first-time investments, than exits
New positions opened: 127 | Existing positions closed: 66
37% more repeat investments, than reductions
Existing positions increased: 195 | Existing positions reduced: 142
26% more capital invested
Capital invested by funds: $3.86B → $4.87B (+$1.01B)
11% more funds holding
Funds holding: 486 → 541 (+55)
5.08% more ownership
Funds ownership: 95.84% → 100.92% (+5.1%)
1% less call options, than puts
Call options by funds: $27.7M | Put options by funds: $27.9M
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$224M |
| 2 |
Los Angeles Capital Management
Los Angeles,
California
|
+$43.3M |
| 3 |
Goldman Sachs
New York
|
+$29.3M |
| 4 |
BlackRock
New York
|
+$27.4M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$23.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$92.3M |
| 2 |
HCM
Himalaya Capital Management
Seattle,
Washington
|
-$51.6M |
| 3 |
Vanguard Portfolio Management
Malvern,
Pennsylvania
|
-$37M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$33.4M |
| 5 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
-$28.3M |
HRB Hedge Fund Activity: Q2 2026 in Review
541 of the 8,345 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q2 2026, worth a combined $4.87B — up 26% from $3.86B a quarter earlier.
Buyers outnumbered sellers: 127 funds opened new HRB positions and 66 closed out — a net gain of 61 holders — while 195 added to existing stakes and 142 trimmed.
The largest buyer was AQR Capital Management, adding an estimated $224M. The largest seller was Citadel Advisors, cutting an estimated $92.3M.
- 541 institutional investors held H&R Block (HRB) as of Q2 2026, up from 486 in Q1 2026.
- Funds reported $4.87B of H&R Block stock for Q2 2026, up 26% quarter-over-quarter.
- 127 funds opened new H&R Block positions in Q2 2026 and 66 closed out, a net change of +61 holders.
- The largest H&R Block buyer in Q2 2026 was AQR Capital Management, an estimated $224M added.
- The largest H&R Block seller in Q2 2026 was Citadel Advisors, an estimated $92.3M sold.
Based on aggregated 13F filings for Q2 2026.