We are live on ! Find out more
JACK icon

Jack in the Box

206 hedge funds and large institutions have $878M invested in Jack in the Box in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 69 increasing their positions, 64 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

29% more call options, than puts

Call options by funds: $35.6M | Put options by funds: $27.7M

16% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 31

4.33% more ownership

Funds ownership: 107.7%112.03% (+4.3%)

8% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 64

0% more funds holding

Funds holding: 205206 (+1)

8% less capital invested

Capital invested by funds: $956M → $878M (-$77.7M)

Holders
206
Holders Change
+1
Holders Change %
+0.49%
% of All Funds
2.71%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
36
Increased
69
Reduced
64
Closed
31
Calls
$35.6M
Puts
$27.7M
Net Calls
+$7.94M
Net Calls Change
+$21.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
176
MassMutual Private Wealth & Trust
Connecticut
$4.62K -$12.1K -262 -70%
BWL
177
Bogart Wealth LLC
Virginia
$4.16K -$22K -476 -83%
AG
178
AmeriFlex Group
Nevada
$3.92K +$4.61K +100 New
Jones Financial Companies
179
Jones Financial Companies
Missouri
$3.91K +$2.31K +50 +114%
HNB
180
Huntington National Bank
Ohio
$3.75K -$1.11K -24 -21%
A
181
AlphaQuest
New York
$3.54K -$859K -18,612 -100%
S
182
SignatureFD
Georgia
$3.29K -$4.29K -93 -54%
CFGS
183
Concourse Financial Group Securities
Alabama
$3.07K -$2.35K -51 -39%
SAM
184
Smartleaf Asset Management
Massachusetts
$2.66K -$1.29K -28 -31%
HFS
185
Hantz Financial Services
Michigan
$2K
SAM
186
Synergy Asset Management
Washington
$1.72K +$1.71K +37 New
LC
187
Lindbrook Capital
California
$1.62K -$3.41K -74 -65%
FHA
188
First Horizon Advisors
Tennessee
$1.61K +$1.01K +22 +138%
CIAM
189
Caitong International Asset Management
Hong Kong
$1.25K +$1.38K +30 New
BIA
190
Bell Investment Advisors
California
$1.21K
TC
191
Truvestments Capital
Florida
$1.21K
UB
192
UMB Bank
Missouri
$1.17K +$231 +5 +22%
HWM
193
Hemington Wealth Management
Virginia
$1K
EWA
194
EverSource Wealth Advisors
Alabama
$916 +$1.01K +22 New
SCM
195
Sterling Capital Management
North Carolina
$833
RIL
196
Rothschild Investment LLC
Illinois
$833 +$692 +15 +300%
CFD
197
Creative Financial Designs
Indiana
$666
FMII
198
Farmers & Merchants Investments Inc
Nebraska
$666
BIG
199
Brooklyn Investment Group
New York
$542 +$600 +13 New
T
200
Transce3nd
Texas
$298 +$323 +7 New

JACK Hedge Fund Activity: Q4 2024 in Review

206 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Jack in the Box (JACK) for Q4 2024, worth a combined $878M — down 8.1% from $956M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new JACK positions and 31 closed out — a net gain of 5 holders — while 69 added to existing stakes and 64 trimmed.

The largest buyer was UBS Group, adding an estimated $24.8M. The largest seller was Macquarie Group, cutting an estimated $27.1M.

  • 206 institutional investors held Jack in the Box (JACK) as of Q4 2024, up from 205 in Q3 2024.
  • Funds reported $878M of Jack in the Box stock for Q4 2024, down 8.1% quarter-over-quarter.
  • 36 funds opened new Jack in the Box positions in Q4 2024 and 31 closed out, a net change of +5 holders.
  • The largest Jack in the Box buyer in Q4 2024 was UBS Group, an estimated $24.8M added.
  • The largest Jack in the Box seller in Q4 2024 was Macquarie Group, an estimated $27.1M sold.

Based on aggregated 13F filings for Q4 2024.