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Jack in the Box
JACK

Overview Fund Activity

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 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
-16
Holders Change %
-8.04%
% of All Funds
2.45%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
37
Increased
70
Reduced
47
Closed
50
Calls
$16.9M
Puts
$16.4M
Net Calls
+$564K
Net Calls Change
+$4.35M

Top Buyers

1
CCM
Callodine Capital Management
Massachusetts
$28.3M
2
BCC
Biglari Capital Corp
Texas
$29.4M
3
NCM
Nantahala Capital Management
Connecticut
$10.5M
4
Morgan Stanley
Morgan Stanley
New York
$16.2M
5
MGP
M&G plc
United Kingdom
$6.6M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$0
2
Bank of America
Bank of America
North Carolina
$12.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
$28M
4
UBS Group
UBS Group
Switzerland
$12.9M
5
WP
Woodline Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$50M -$277K -15,843 -0.6%
BCC
2
Biglari Capital Corp
Texas
$29.4M +$10.6M +609,769 +57%
CCM
3
Callodine Capital Management
Massachusetts
$28.3M +$16.5M +944,265 +140%
Capital World Investors
4
Capital World Investors
California
$28.1M – – –
Vanguard Group
5
Vanguard Group
Pennsylvania
$28M -$8.56M -490,196 -23%
Morgan Stanley
6
Morgan Stanley
New York
$16.2M +$9.33M +534,082 +135%
ICM
7
Invenomic Capital Management
Massachusetts
$15.2M +$6.24M +357,277 +70%
LSV Asset Management
8
LSV Asset Management
Illinois
$14.7M -$2.72M -155,776 -16%
IIA
9
IPG Investment Advisors
California
$13.3M +$1.44M +82,535 +12%
State Street
10
State Street
Massachusetts
$12.9M -$161K -9,239 -1%
UBS Group
11
UBS Group
Switzerland
$12.9M -$6.52M -373,155 -34%
Bank of America
12
Bank of America
North Carolina
$12.6M -$9.01M -515,815 -42%
NCM
13
Nantahala Capital Management
Connecticut
$10.5M +$10.5M +600,000 New
Allspring Global Investments
14
Allspring Global Investments
North Carolina
$9.8M -$4.27M -223,433 -30%
Charles Schwab
15
Charles Schwab
California
$8.12M +$54.2K +3,107 +0.7%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$7.81M -$103K -5,915 -1%
Goldman Sachs
17
Goldman Sachs
New York
$7.47M +$1.6M +91,528 +27%
MGP
18
M&G plc
United Kingdom
$6.6M +$6.6M +388,179 New
MNA
19
Manning & Napier Advisors
New York
$6.51M +$3.02M +173,055 +87%
EARNEST Partners
20
EARNEST Partners
Georgia
$5.16M -$955K -54,689 -16%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$4.67M +$4.38M +250,742 +1,490%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$4.47M -$1.68M -96,476 -27%
Marshall Wace
23
Marshall Wace
United Kingdom
$4.44M +$4.44M +254,070 New
BS
24
Biglari Sardar
$3.5M +$1.81M +103,900 +107%
Northern Trust
25
Northern Trust
Illinois
$3.43M -$270K -15,467 -7%
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