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Jack in the Box

162 hedge funds and large institutions have $371M invested in Jack in the Box in 2025 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 53 increasing their positions, 56 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

5% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 56

11% less capital invested

Capital invested by funds: $415M → $371M (-$43.9M)

12% less funds holding

Funds holding: 184162 (-22)

26.15% less ownership

Funds ownership: 125.65%99.5% (-26%)

31% less call options, than puts

Call options by funds: $20.8M | Put options by funds: $30.4M

40% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 50

Holders
162
Holders Change
-22
Holders Change %
-11.96%
% of All Funds
2.13%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
30
Increased
53
Reduced
56
Closed
50
Calls
$20.8M
Puts
$30.4M
Net Calls
-$9.55M
Net Calls Change
-$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1
Callodine Capital Management
Massachusetts
$33.5M +$1.5M +75,572 +5%
BCC
2
Biglari Capital Corp
Texas
$33.3M
BlackRock
3
BlackRock
New York
$28.9M -$27.9M -1,403,458 -49%
Vanguard Group
4
Vanguard Group
Pennsylvania
$22.4M -$9.33M -469,539 -29%
LSV Asset Management
5
LSV Asset Management
Illinois
$14.8M -$1.84M -92,625 -11%
Marshall Wace
6
Marshall Wace
United Kingdom
$14.7M +$9.74M +490,071 +193%
ICM
7
Invenomic Capital Management
Massachusetts
$14.3M -$2.9M -146,084 -17%
IIA
8
IPG Investment Advisors
California
$12.9M -$2.21M -111,294 -15%
NCM
9
Nantahala Capital Management
Connecticut
$11.9M
Bank of America
10
Bank of America
North Carolina
$11.3M -$3.07M -154,297 -21%
Charles Schwab
11
Charles Schwab
California
$10.7M +$1.52M +76,475 +16%
Morgan Stanley
12
Morgan Stanley
New York
$10.1M -$8.3M -417,629 -45%
UBS Group
13
UBS Group
Switzerland
$10.1M -$4.53M -228,258 -31%
Goldman Sachs
14
Goldman Sachs
New York
$9.93M +$1.49M +74,766 +17%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$9.01M +$173K +8,716 +2%
State Street
16
State Street
Massachusetts
$8.57M -$6.09M -306,476 -41%
JP Morgan Chase
17
JP Morgan Chase
New York
$7.7M +$2.42M +121,752 +46%
MNA
18
Manning & Napier Advisors
New York
$7.41M +$32K +1,611 +0.4%
EARNEST Partners
19
EARNEST Partners
Georgia
$6.18M +$344K +17,300 +6%
Citadel Advisors
20
Citadel Advisors
Florida
$5.99M +$4.83M +243,345 +408%
Ameriprise
21
Ameriprise
Minnesota
$4.77M +$4.02M +202,469 +519%
Two Sigma Investments
22
Two Sigma Investments
New York
$4.68M +$3.06M +154,002 +186%
BS
23
Biglari Sardar
$3.97M
Northern Trust
24
Northern Trust
Illinois
$3.31M -$584K -29,417 -15%
Stifel Financial
25
Stifel Financial
Missouri
$3.21M -$35.5K -1,789 -1%

JACK Hedge Fund Activity: Q3 2025 in Review

162 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Jack in the Box (JACK) for Q3 2025, worth a combined $371M — down 11% from $415M a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of JACK and 30 opened new positions — a net loss of 20 holders — while 56 trimmed existing stakes and 53 added.

The largest buyer was Marshall Wace, adding an estimated $9.74M. The largest seller was Capital World Investors, exiting entirely with an estimated $28.1M sold.

  • 162 institutional investors held Jack in the Box (JACK) as of Q3 2025, down from 184 in Q2 2025.
  • Funds reported $371M of Jack in the Box stock for Q3 2025, down 11% quarter-over-quarter.
  • 30 funds opened new Jack in the Box positions in Q3 2025 and 50 closed out, a net change of -20 holders.
  • The largest Jack in the Box buyer in Q3 2025 was Marshall Wace, an estimated $9.74M added.
  • The largest Jack in the Box seller in Q3 2025 was Capital World Investors, an estimated $28.1M sold.

Based on aggregated 13F filings for Q3 2025.