JACK icon

Jack in the Box

183 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, 70 increasing their positions, 47 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

more call options, than puts

Call options by funds: $ | Put options by funds: $

8% less funds holding

Funds holding: 199183 (-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 (-$176M)

Holders
183
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.9M
Puts
$16.4M
Net Calls
Net Calls Change

Top Buyers

1 +$16.5M
2 +$10.6M
3 +$10.5M
4
Morgan Stanley
Morgan Stanley
New York
+$9.33M
5
MGP
M&G plc
United Kingdom
+$6.6M

Top Sellers

1 -$10.7M
2 -$9.01M
3 -$8.56M
4
UBS Group
UBS Group
Switzerland
-$6.52M
5
WP
Woodline Partners
California
-$4.55M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
151
CoreCap Advisors
Michigan
$5.61K
Russell Investments Group
152
Russell Investments Group
United Kingdom
$5.59K
IA
153
IFP Advisors
Florida
$5.06K
HCA
154
Harbor Capital Advisors
Illinois
$4K
FFO
155
Fortitude Family Office
Arizona
$3.81K
RTL
156
Red Tortoise LLC
Georgia
$3.39K
WSFS
157
Wilmington Savings Fund Society
Delaware
$3.33K
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$3.3K
CWM
159
CarsonAllaria Wealth Management
Illinois
$3.15K
TFGT
160
TS Financial Group (TSFG)
Illinois
$3K
MCM
161
MAI Capital Management
Ohio
$2.81K
AF
162
Allworth Financial
California
$2.46K
AAP
163
Arax Advisory Partners
Colorado
$2.32K
SCM
164
Sterling Capital Management
North Carolina
$2.17K
EWA
165
EverSource Wealth Advisors
Alabama
$1.66K
FHA
166
First Horizon Advisors
Tennessee
$1.12K
GRP
167
Global Retirement Partners
California
$890
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
$873
BIA
169
Bell Investment Advisors
California
$856
CT
170
Clearstead Trust
Maine
$769
PWMG
171
Prestige Wealth Management Group
New Jersey
$769
PWMG
172
Private Wealth Management Group
New Jersey
$577
RIL
173
Rothschild Investment LLC
Illinois
$437
FMII
174
Farmers & Merchants Investments Inc
Nebraska
$279
CFD
175
Creative Financial Designs
Indiana
$279