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Jack in the Box

138 hedge funds and large institutions have $165M invested in Jack in the Box in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 39 increasing their positions, 55 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

6.61% less ownership

Funds ownership: 96.11%89.5% (-6.6%)

12% less funds holding

Funds holding: 156138 (-18)

29% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 55

38% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 40

52% less capital invested

Capital invested by funds: $344M → $165M (-$180M)

60% less call options, than puts

Call options by funds: $3.5M | Put options by funds: $8.72M

Holders
138
Holders Change
-18
Holders Change %
-11.54%
% of All Funds
1.7%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
25
Increased
39
Reduced
55
Closed
40
Calls
$3.5M
Puts
$8.72M
Net Calls
-$5.22M
Net Calls Change
+$278K
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1
Callodine Capital Management
Massachusetts
$17M +$1.06M +59,966 +4%
BCC
2
Biglari Capital Corp
Texas
$16.3M
NCM
3
Nantahala Capital Management
Connecticut
$14.9M +$12M +676,725 +78%
BlackRock
4
BlackRock
New York
$12.4M -$2.43M -137,408 -10%
VCM
5
Vanguard Capital Management
Pennsylvania
$7.9M +$14.4M +816,645 New
Charles Schwab
6
Charles Schwab
California
$6.73M +$1.01M +57,016 +9%
Bank of America
7
Bank of America
North Carolina
$6.02M +$1.93M +108,865 +21%
LSV Asset Management
8
LSV Asset Management
Illinois
$5.45M -$2.66M -150,475 -21%
IIA
9
IPG Investment Advisors
California
$5.19M +$1.86M +105,295 +24%
Marshall Wace
10
Marshall Wace
United Kingdom
$5.08M +$8.69M +491,451 +1,431%
Allianz Asset Management
11
Allianz Asset Management
Germany
$4.9M +$3.48M +196,614 +63%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$4.07M -$373K -21,110 -5%
State Street
13
State Street
Massachusetts
$3.77M -$293K -16,574 -4%
MNA
14
Manning & Napier Advisors
New York
$3.64M +$29.7K +1,677 +0.4%
JP Morgan Chase
15
JP Morgan Chase
New York
$3.36M -$688K -38,879 -10%
EARNEST Partners
16
EARNEST Partners
Georgia
$3.04M +$95.5K +5,400 +2%
Millennium Management
17
Millennium Management
New York
$2.79M +$5.1M +288,297 New
Morgan Stanley
18
Morgan Stanley
New York
$2.28M -$2.64M -149,422 -39%
BS
19
Biglari Sardar
$1.94M
LCM
20
Landscape Capital Management
New Jersey
$1.87M +$2.46M +139,200 +256%
EGM
21
Engineers Gate Manager
New York
$1.84M +$3.36M +189,955 New
WM
22
Windward Management
Florida
$1.76M -$3.67M -207,779 -53%
SSCM
23
Seven Six Capital Management
New York
$1.75M +$1.11M +62,750 +53%
AQR Capital Management
24
AQR Capital Management
Connecticut
$1.68M +$1.16M +65,572 +55%
VPM
25
Vanguard Portfolio Management
Pennsylvania
$1.64M +$3M +169,772 New