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Jack in the Box

184 hedge funds and large institutions have $415M invested in Jack in the Box in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 71 increasing their positions, 47 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 47

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10.31% more ownership

Funds ownership: 115.34%125.65% (+10%)

3% more call options, than puts

Call options by funds: $16.9M | Put options by funds: $16.4M

8% less funds holding

Funds holding: 200184 (-16)

27% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 51

30% less capital invested

Capital invested by funds: $592M → $415M (-$177M)

Holders
184
Holders Change
-16
Holders Change %
-8%
% of All Funds
2.42%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
37
Increased
71
Reduced
47
Closed
51
Calls
$16.9M
Puts
$16.4M
Net Calls
+$564K
Net Calls Change
+$4.35M
Name Holding Trade Value Shares
Change
Change in
Stake
Public Employees Retirement Association of Colorado
126
Public Employees Retirement Association of Colorado
Colorado
$54K
AA
127
Ancora Advisors
Ohio
$52.4K -$247K -11,000 -79%
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$48K +$53.1K +2,362 +658%
S
129
SignatureFD
Georgia
$47.8K +$24.7K +1,097 +67%
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$47.2K +$20.4K +905 +50%
EAM
131
Erste Asset Management
Austria
$47.1K +$63K +2,800 New
Walleye Capital
132
Walleye Capital
New York
$47K -$356K -15,844 -85%
TRCT
133
Tower Research Capital (TRC)
New York
$44.4K +$40.6K +1,804 +245%
AIP
134
Ameritas Investment Partners
Nebraska
$36K
Ohio Public Employees Retirement System (OPERS)
135
Ohio Public Employees Retirement System (OPERS)
Ohio
$24.7K +$5.98K +266 +23%
LSA
136
Leonteq Securities AG
Switzerland
$21.6K -$24.6K -1,094 -47%
QL
137
Quarry LP
New York
$20K +$15.9K +709 +163%
Osaic Holdings
138
Osaic Holdings
Arizona
$19.9K +$11.9K +527 +89%
HFS
139
Hantz Financial Services
Michigan
$17K +$21.2K +941 +2,295%
DekaBank Deutsche Girozentrale
140
DekaBank Deutsche Girozentrale
Germany
$15K
MPWT
141
MassMutual Private Wealth & Trust
Connecticut
$12.9K +$11.8K +526 +250%
US Bancorp
142
US Bancorp
Minnesota
$12.6K -$221K -9,844 -93%
VCM
143
Versant Capital Management
Arizona
$12.5K +$10.8K +479 +203%
GI
144
GAMMA Investing
California
$8.82K +$1.46K +65 +15%
PS
145
Principal Securities
Iowa
$8.68K +$4.88K +217 +78%
CIAM
146
Caitong International Asset Management
Hong Kong
$8.38K -$37.3K -1,657 -78%
HNB
147
Huntington National Bank
Ohio
$7.91K +$8.19K +364 +409%
PA
148
Parallel Advisors
California
$7.89K +$7.56K +336 +290%
JFA
149
JNBA Financial Advisors
Minnesota
$6.98K
Jones Financial Companies
150
Jones Financial Companies
Missouri
$6.29K +$4.27K +190 +103%

JACK Hedge Fund Activity: Q2 2025 in Review

184 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Jack in the Box (JACK) for Q2 2025, worth a combined $415M — down 30% from $592M a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of JACK and 37 opened new positions — a net loss of 14 holders — while 47 trimmed existing stakes and 71 added.

The largest buyer was Callodine Capital Management, adding an estimated $21.2M. The largest seller was Bank of America, cutting an estimated $11.6M.

  • 184 institutional investors held Jack in the Box (JACK) as of Q2 2025, down from 200 in Q1 2025.
  • Funds reported $415M of Jack in the Box stock for Q2 2025, down 30% quarter-over-quarter.
  • 37 funds opened new Jack in the Box positions in Q2 2025 and 51 closed out, a net change of -14 holders.
  • The largest Jack in the Box buyer in Q2 2025 was Callodine Capital Management, an estimated $21.2M added.
  • The largest Jack in the Box seller in Q2 2025 was Bank of America, an estimated $11.6M sold.

Based on aggregated 13F filings for Q2 2025.