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Jack in the Box
JACK

200 hedge funds and large institutions have $592M invested in Jack in the Box in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 71 increasing their positions, 61 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 61

3.31% more ownership

Funds ownership: 112.03% → 115.34% (+3.3%)

3% less funds holding

Funds holding: 206 → 200 (-6)

13% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 38

22% less call options, than puts

Call options by funds: $13.4M | Put options by funds: $17.2M

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

33% less capital invested

Capital invested by funds: $878M → $592M (-$286M)

Holders
200
Holders Change
-6
Holders Change %
-2.91%
% of All Funds
2.68%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
33
Increased
71
Reduced
61
Closed
38
Calls
$13.4M
Puts
$17.2M
Net Calls
-$3.78M
Net Calls Change
-$11.7M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$17.7M
2
UBS Group
UBS Group
Switzerland
+$17.3M
3
CCM
Callodine Capital Management
Massachusetts
+$13.6M
4
IIA
IPG Investment Advisors
California
+$8.88M
5
ICM
Invenomic Capital Management
Massachusetts
+$5.71M

Top Sellers

Rank Fund Capital Flow
1
JGC
J. Goldman & Co
New York
-$13.5M
2
BlackRock
BlackRock
New York
-$9.31M
3
Goldman Sachs
Goldman Sachs
New York
-$8.44M
4
EA
Emerald Advisers
Pennsylvania
-$6.82M
5
Millennium Management
Millennium Management
New York
-$6.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
176
AmeriFlex Group
Nevada
$2.72K – – –
PFBT
177
Parkside Financial Bank & Trust
Missouri
$2.56K +$3.31K +90 +2,250%
HNB
178
Huntington National Bank
Ohio
$2.42K -$37 -1 -1%
Northwestern Mutual Wealth Management
179
Northwestern Mutual Wealth Management
Wisconsin
$2.04K +$2.76K +75 New
Lazard Asset Management
180
Lazard Asset Management
New York
$2K +$2.76K +75 New
Nisa Investment Advisors
181
Nisa Investment Advisors
Missouri
$2K -$2.65K -72 -50%
HT
182
Headlands Technologies
Illinois
$1.44K -$206K -5,590 -99%
FHA
183
First Horizon Advisors
Tennessee
$1.1K +$74 +2 +5%
HFS
184
Hantz Financial Services
Michigan
$1K – – –
CAL
185
Capital Advisors Ltd
Ohio
$1K +$1.47K +40 New
RIL
186
Rothschild Investment LLC
Illinois
$816 +$368 +10 +50%
BIA
187
Bell Investment Advisors
California
$789 – – –
PWA
188
Physician Wealth Advisors
Utah
$599 +$810 +22 New
SAM
189
Smartleaf Asset Management
Massachusetts
$576 -$1.55K -42 -67%
SCM
190
Sterling Capital Management
North Carolina
$544 – – –
CFD
191
Creative Financial Designs
Indiana
$435 – – –
FMII
192
Farmers & Merchants Investments Inc
Nebraska
$435 – – –
HCP
193
Hexagon Capital Partners
Arkansas
$326 +$442 +12 New
SS
194
SBI Securities
Japan
$136 +$110 +3 +150%
IA
195
IFP Advisors
Florida
$109 – – –
AWM
196
Abound Wealth Management
Tennessee
$82 – – –
WWM
197
Wolff Wiese Magana
California
$65 – – –
WOC
198
West Oak Capital
California
$19 – – –
Millennium Management
199
Millennium Management
New York
– -$6.25M -150,089 Closed
EMFAT
200
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$5.23M -125,607 Closed
6 7
8
9 10

JACK Hedge Fund Activity: Q1 2025 in Review

200 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Jack in the Box (JACK) for Q1 2025, worth a combined $592M — down 33% from $878M a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of JACK and 33 opened new positions — a net loss of 5 holders — while 61 trimmed existing stakes and 71 added.

The largest buyer was Bank of America, adding an estimated $17.7M. The largest seller was J. Goldman & Co, cutting an estimated $13.5M.

  • 200 institutional investors held Jack in the Box (JACK) as of Q1 2025, down from 206 in Q4 2024.
  • Funds reported $592M of Jack in the Box stock for Q1 2025, down 33% quarter-over-quarter.
  • 33 funds opened new Jack in the Box positions in Q1 2025 and 38 closed out, a net change of -5 holders.
  • The largest Jack in the Box buyer in Q1 2025 was Bank of America, an estimated $17.7M added.
  • The largest Jack in the Box seller in Q1 2025 was J. Goldman & Co, an estimated $13.5M sold.

Based on aggregated 13F filings for Q1 2025.