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Jack in the Box

162 hedge funds and large institutions have $371M invested in Jack in the Box in 2025 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 53 increasing their positions, 56 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

5% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 56

11% less capital invested

Capital invested by funds: $415M → $371M (-$43.9M)

12% less funds holding

Funds holding: 184162 (-22)

26.15% less ownership

Funds ownership: 125.65%99.5% (-26%)

31% less call options, than puts

Call options by funds: $20.8M | Put options by funds: $30.4M

40% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 50

Holders
162
Holders Change
-22
Holders Change %
-11.96%
% of All Funds
2.13%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
30
Increased
53
Reduced
56
Closed
50
Calls
$20.8M
Puts
$30.4M
Net Calls
-$9.55M
Net Calls Change
-$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
126
Jones Financial Companies
Missouri
$8.56K +$973 +49 +13%
JFA
127
JNBA Financial Advisors
Minnesota
$7.91K
QL
128
Quarry LP
New York
$7.37K -$15.3K -770 -67%
Rockefeller Capital Management
129
Rockefeller Capital Management
New York
$7.14K +$7.17K +361 New
AF
130
Allworth Financial
California
$6.9K +$4.13K +208 +148%
AAP
131
Arax Advisory Partners
Colorado
$6.8K +$4.19K +211 +159%
TWD
132
True Wealth Design
Ohio
$6.76K
CA
133
CoreCap Advisors
Michigan
$6.35K
PA
134
Parallel Advisors
California
$5.18K -$3.77K -190 -42%
SCM
135
Sterling Capital Management
North Carolina
$4.8K +$2.36K +119 +96%
RTL
136
Red Tortoise LLC
Georgia
$3.83K
Fifth Third Bancorp
137
Fifth Third Bancorp
Ohio
$3.64K -$99 -5 -3%
TFGT
138
TS Financial Group (TSFG)
Illinois
$3K
RIL
139
Rothschild Investment LLC
Illinois
$2.08K +$1.59K +80 +320%
Bessemer Group
140
Bessemer Group
New Jersey
$2K +$1.57K +79 New
SS
141
SBI Securities
Japan
$1.86K +$1.69K +85 +944%
WANY
142
Wealthspire Advisors (New York)
New York
$1.53K +$1.53K +77 New
TPCW
143
TD Private Client Wealth
New York
$1.21K +$1.21K +61 New
Optiver Holding
144
Optiver Holding
Netherlands
$1.19K +$1.19K +60 New
UB
145
UMB Bank
Missouri
$1.15K +$1.07K +54 +1,350%
Northwestern Mutual Wealth Management
146
Northwestern Mutual Wealth Management
Wisconsin
$989
CT
147
Clearstead Trust
Maine
$870
PWMG
148
Private Wealth Management Group
New Jersey
$653
PFBT
149
Parkside Financial Bank & Trust
Missouri
$594 +$596 +30 New
RWM
150
Rialto Wealth Management
New York
$515 +$517 +26 New

JACK Hedge Fund Activity: Q3 2025 in Review

162 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Jack in the Box (JACK) for Q3 2025, worth a combined $371M — down 11% from $415M a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of JACK and 30 opened new positions — a net loss of 20 holders — while 56 trimmed existing stakes and 53 added.

The largest buyer was Marshall Wace, adding an estimated $9.74M. The largest seller was Capital World Investors, exiting entirely with an estimated $28.1M sold.

  • 162 institutional investors held Jack in the Box (JACK) as of Q3 2025, down from 184 in Q2 2025.
  • Funds reported $371M of Jack in the Box stock for Q3 2025, down 11% quarter-over-quarter.
  • 30 funds opened new Jack in the Box positions in Q3 2025 and 50 closed out, a net change of -20 holders.
  • The largest Jack in the Box buyer in Q3 2025 was Marshall Wace, an estimated $9.74M added.
  • The largest Jack in the Box seller in Q3 2025 was Capital World Investors, an estimated $28.1M sold.

Based on aggregated 13F filings for Q3 2025.