JACK icon

Jack in the Box

199 hedge funds and large institutions have $592M invested in Jack in the Box in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 69 increasing their positions, 60 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

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: 43 (-1)

33% less capital invested

Capital invested by funds: $877M → $592M (-$285M)

Holders
199
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$13.4M
Puts
$17.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
176
Parkside Financial Bank & Trust
Missouri
$2.56K
HNB
177
Huntington National Bank
Ohio
$2.42K
Northwestern Mutual Wealth Management
178
Northwestern Mutual Wealth Management
Wisconsin
$2.04K
Lazard Asset Management
179
Lazard Asset Management
New York
$2K
Nisa Investment Advisors
180
Nisa Investment Advisors
Missouri
$2K
HT
181
Headlands Technologies
Illinois
$1.44K
FHA
182
First Horizon Advisors
Tennessee
$1.1K
HFS
183
Hantz Financial Services
Michigan
$1K
CAL
184
Capital Advisors Ltd
Ohio
$1K
RIL
185
Rothschild Investment LLC
Illinois
$816
BIA
186
Bell Investment Advisors
California
$789
PWA
187
Physician Wealth Advisors
Utah
$599
SAM
188
Smartleaf Asset Management
Massachusetts
$576
SCM
189
Sterling Capital Management
North Carolina
$544
FMII
190
Farmers & Merchants Investments Inc
Nebraska
$435
CFD
191
Creative Financial Designs
Indiana
$435
HCP
192
Hexagon Capital Partners
Arkansas
$326
SS
193
SBI Securities
Japan
$136
IA
194
IFP Advisors
Florida
$109
AWM
195
Abound Wealth Management
Tennessee
$82
WWM
196
Wolff Wiese Magana
California
$65
WOC
197
West Oak Capital
California
$19
Millennium Management
198
Millennium Management
New York
EMFAT
199
Emerald Mutual Fund Advisers Trust
Pennsylvania
MPEM
200
Marathon Partners Equity Management
New York