JKHY icon

Jack Henry & Associates

718 hedge funds and large institutions have $10.3B invested in Jack Henry & Associates in 2025 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 242 increasing their positions, 267 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

18% less capital invested

Capital invested by funds: $12.6B → $10.3B (-$2.3B)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

60% less call options, than puts

Call options by funds: $16.6M | Put options by funds: $41.3M

Holders
718
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.6M
Puts
$41.3M
Net Calls
Net Calls Change

Top Buyers

1 +$157M
2 +$54.3M
3 +$42.5M
4
JP Morgan Chase
JP Morgan Chase
New York
+$35.8M
5
Citadel Advisors
Citadel Advisors
Florida
+$31.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
326
Bayforest Capital
United Kingdom
$998K
MFGM
327
Marshall Financial Group (Maryland)
Maryland
$989K
AF
328
Avanza Fonder
Sweden
$985K
GC
329
Guggenheim Capital
Illinois
$978K
STA
330
Summit Trail Advisors
New York
$964K
FMC
331
First Merchants Corp
Indiana
$897K
BAMCO Inc
332
BAMCO Inc
New York
$894K
Thrivent Financial for Lutherans
333
Thrivent Financial for Lutherans
Minnesota
$891K
TC
334
TwinBeech Capital
New York
$890K
Pacer Advisors
335
Pacer Advisors
Pennsylvania
$887K
PCM
336
Polymer Capital Management
New York
$883K
UCFA
337
United Capital Financial Advisors
Texas
$875K
SWP
338
Sagespring Wealth Partners
Tennessee
$874K
SAM
339
Shell Asset Management
Netherlands
$873K
MSU
340
Mizuho Securities USA
New York
$873K
WIC
341
Willis Investment Counsel
Georgia
$871K
ETC
342
Exchange Traded Concepts
Oklahoma
$867K
FDCDDQ
343
Federation des caisses Desjardins du Quebec
Quebec, Canada
$867K
Fidelity International
344
Fidelity International
Bermuda
$863K
TRSOTSOK
345
Teachers Retirement System of the State of Kentucky
Kentucky
$853K
DWM
346
Diversify Wealth Management
Utah
$846K
MPPW
347
Mitchell & Pahl Private Wealth
Oklahoma
$843K
Allianz Asset Management
348
Allianz Asset Management
Germany
$841K
Rockefeller Capital Management
349
Rockefeller Capital Management
New York
$832K
Jacobs Levy Equity Management
350
Jacobs Levy Equity Management
New Jersey
$829K