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Jack in the Box

156 hedge funds and large institutions have $344M invested in Jack in the Box in 2025 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 36 increasing their positions, 65 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 36

3.39% less ownership

Funds ownership: 99.5%96.11% (-3.4%)

4% less funds holding

Funds holding: 162156 (-6)

7% less capital invested

Capital invested by funds: $371M → $344M (-$27.2M)

37% less call options, than puts

Call options by funds: $9.39M | Put options by funds: $14.9M

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

45% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 65

Holders
156
Holders Change
-6
Holders Change %
-3.7%
% of All Funds
1.9%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
34
Increased
36
Reduced
65
Closed
36
Calls
$9.39M
Puts
$14.9M
Net Calls
-$5.5M
Net Calls Change
+$4.05M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1
Callodine Capital Management
Massachusetts
$32.2M +$90.4K +5,000 +0.3%
BCC
2
Biglari Capital Corp
Texas
$31.9M
BlackRock
3
BlackRock
New York
$26.9M -$760K -41,999 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$21.2M -$282K -15,584 -1%
NCM
5
Nantahala Capital Management
Connecticut
$16.4M +$4.81M +265,990 +44%
LSV Asset Management
6
LSV Asset Management
Illinois
$13.5M -$638K -35,260 -5%
Charles Schwab
7
Charles Schwab
California
$12.1M +$1.76M +97,326 +18%
ICM
8
Invenomic Capital Management
Massachusetts
$10.8M -$2.8M -155,068 -21%
Bank of America
9
Bank of America
North Carolina
$9.74M -$1M -55,524 -10%
Goldman Sachs
10
Goldman Sachs
New York
$9.5M -$18.6K -1,026 -0.2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$8.38M -$250K -13,816 -3%
IIA
12
IPG Investment Advisors
California
$8.17M -$4.02M -222,175 -34%
State Street
13
State Street
Massachusetts
$7.71M -$484K -26,755 -6%
JP Morgan Chase
14
JP Morgan Chase
New York
$7.52M +$133K +7,346 +2%
WM
15
Windward Management
Florida
$7.39M +$7.06M +390,183 New
Morgan Stanley
16
Morgan Stanley
New York
$7.3M -$2.28M -126,258 -25%
MNA
17
Manning & Napier Advisors
New York
$7.1M
Allianz Asset Management
18
Allianz Asset Management
Germany
$5.87M +$3.52M +194,375 +168%
EARNEST Partners
19
EARNEST Partners
Georgia
$5.85M -$78.7K -4,351 -1%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$5.59M +$5.34M +295,043 New
UBS Group
21
UBS Group
Switzerland
$5.06M -$4.4M -243,171 -48%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$4.68M +$3.26M +180,411 +272%
Two Sigma Investments
23
Two Sigma Investments
New York
$4.37M -$109K -6,018 -3%
RAM
24
Readystate Asset Management
Illinois
$4.27M +$4.07M +225,200 New
BS
25
Biglari Sardar
$3.8M