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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
EWA
151
EverSource Wealth Advisors
Alabama
$454 -$1.43K -72 -76%
HFS
152
Hughes Financial Services
Virginia
$407 +$517 +26 New
CMA
153
Cedar Mountain Advisors
Oregon
$356 +$358 +18 New
CFD
154
Creative Financial Designs
Indiana
$316
EP
155
Essential Partners
California
$237 +$238 +12 New
ASN
156
Advisory Services Network
Georgia
$119 +$119 +6 New
WWM
157
Wolff Wiese Magana
California
$88 +$40 +2 +100%
LSA
158
Leonteq Securities AG
Switzerland
$40 -$24.6K -1,238 -100%
VCM
159
Versant Capital Management
Arizona
$40 -$14.2K -713 -100%
WOC
160
West Oak Capital
California
$14
Capital World Investors
161
Capital World Investors
California
-$28.1M -1,606,607 Closed
Allspring Global Investments
162
Allspring Global Investments
North Carolina
-$9.8M -513,403 Closed
MGP
163
M&G plc
United Kingdom
-$6.6M -388,179 Closed
GF
164
Gabelli Funds
New York
-$1.57M -89,840 Closed
YIH
165
Y-Intercept (HK)
Hong Kong
-$1.42M -81,458 Closed
NRD
166
Nebula Research & Development
New York
-$1.21M -69,033 Closed
Public Sector Pension Investment Board (PSP Investments)
167
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
-$1.12M -64,236 Closed
UBS AM
168
UBS AM
Illinois
-$888K -50,840 Closed
FGP
169
Freestone Grove Partners
California
-$757K -43,356 Closed
DFCM
170
Dark Forest Capital Management
Puerto Rico
-$751K -43,033 Closed
Swiss National Bank
171
Swiss National Bank
Switzerland
-$637K -36,500 Closed
Bank of Nova Scotia
172
Bank of Nova Scotia
Ontario, Canada
-$536K -30,607 Closed
FP
173
Factorial Partners
New York
-$533K -30,500 Closed
New York State Teachers Retirement System (NYSTRS)
174
New York State Teachers Retirement System (NYSTRS)
New York
-$527K -30,184 Closed
II
175
Inspire Investing
Idaho
-$457K -26,165 Closed

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.