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Jack in the Box
JACK

Overview Fund Activity

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
Holders
199
Holders Change
-5
Holders Change %
-2.45%
% of All Funds
2.7%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
35
Increased
69
Reduced
60
Closed
38
Calls
$13.4M
Puts
$17.2M
Net Calls
-$3.78M
Net Calls Change
-$11.7M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$13.1M
2
UBS Group
UBS Group
Switzerland
+$12.7M
3
CCM
Callodine Capital Management
Massachusetts
+$10.1M
4
IIA
IPG Investment Advisors
California
+$6.67M
5
ICM
Invenomic Capital Management
Massachusetts
+$4.22M

Top Sellers

1
JGC
J. Goldman & Co
New York
-$9.95M
2
BlackRock
BlackRock
New York
-$6.88M
3
Millennium Management
Millennium Management
New York
-$6.25M
4
Goldman Sachs
Goldman Sachs
New York
-$6.24M
5
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$5.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$78.3M -$6.88M -252,857 -8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$56.9M -$3.25M -119,362 -5%
Capital World Investors
3
Capital World Investors
California
$43.7M – – –
Bank of America
4
Bank of America
North Carolina
$33.7M +$13.1M +481,543 +64%
UBS Group
5
UBS Group
Switzerland
$30.2M +$12.7M +468,870 +73%
BCC
6
Biglari Capital Corp
Texas
$29.2M – – –
LSV Asset Management
7
LSV Asset Management
Illinois
$27.1M +$2.91M +106,993 +12%
State Street
8
State Street
Massachusetts
$20.7M -$754K -27,297 -4%
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$19.8M -$39.3K -1,461 -0.2%
IIA
10
IPG Investment Advisors
California
$18.8M +$6.67M +241,316 +55%
CCM
11
Callodine Capital Management
Massachusetts
$18.4M +$10.1M +370,290 +121%
ICM
12
Invenomic Capital Management
Massachusetts
$13.9M +$4.22M +155,197 +44%
Charles Schwab
13
Charles Schwab
California
$12.6M +$701K +25,791 +6%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$12.3M +$46.9K +1,723 +0.4%
Morgan Stanley
15
Morgan Stanley
New York
$10.7M +$935K +34,371 +10%
Victory Capital Management
16
Victory Capital Management
Texas
$10.7M -$690K -25,388 -6%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$9.58M -$540K -19,845 -5%
EARNEST Partners
18
EARNEST Partners
Georgia
$9.52M +$2.38M +87,626 +33%
Goldman Sachs
19
Goldman Sachs
New York
$9.14M -$6.24M -229,465 -41%
Citadel Advisors
20
Citadel Advisors
Florida
$8.45M -$3.16M -116,152 -27%
Northern Trust
21
Northern Trust
Illinois
$5.77M -$194K -7,120 -3%
MNA
22
Manning & Napier Advisors
New York
$5.44M +$2.6M +95,618 +92%
Raymond James Financial
23
Raymond James Financial
Florida
$4.87M -$128K -4,724 -3%
WP
24
Woodline Partners
California
$4.55M +$1.77M +65,142 +64%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$4.44M +$1.37M +50,366 +45%
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