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Jack Henry & Associates

783 hedge funds and large institutions have $13.3B invested in Jack Henry & Associates in 2025 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 272 increasing their positions, 261 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 96

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

28% more capital invested

Capital invested by funds: $10.3B → $13.3B (+$2.92B)

7% more funds holding

Funds holding: 734783 (+49)

4.91% more ownership

Funds ownership: 95.75%100.66% (+4.9%)

4% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 261

52% less call options, than puts

Call options by funds: $7.54M | Put options by funds: $15.8M

Holders
783
Holders Change
+49
Holders Change %
+6.68%
% of All Funds
9.52%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
160
Increased
272
Reduced
261
Closed
96
Calls
$7.54M
Puts
$15.8M
Net Calls
-$8.31M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WDA
326
Wendell David Associates
New Hampshire
$1.31M -$41.6K -250 -3%
ICP
327
Impact Capital Partners
Colorado
$1.28M +$474K +2,848 +68%
Commonwealth Equity Services
328
Commonwealth Equity Services
Massachusetts
$1.21M -$182K -1,090 -14%
CGH
329
Crossmark Global Holdings
Texas
$1.2M -$74.3K -446 -6%
PS
330
Pensionfund Sabic
Netherlands
$1.2M
CIA
331
Concurrent Investment Advisors
Florida
$1.18M +$473K +2,838 +78%
Envestnet Portfolio Solutions
332
Envestnet Portfolio Solutions
Illinois
$1.17M +$203K +1,221 +24%
DILIC
333
Dai-ichi Life Insurance Company
Japan
$1.16M +$1.06M +6,374 New
FDCDDQ
334
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.16M +$92K +552 +9%
SWP
335
Sagespring Wealth Partners
Tennessee
$1.16M +$79.8K +479 +8%
PAS
336
Park Avenue Securities
New York
$1.15M +$193K +1,161 +22%
CJ
337
Caitlin John
Michigan
$1.14M +$1.04M +6,259 New
UCFA
338
United Capital Financial Advisors
Texas
$1.12M +$47.3K +284 +5%
AC
339
Allstate Corporation
Illinois
$1.12M +$474K +2,848 +87%
KPWS
340
Kestra Private Wealth Services
Texas
$1.11M +$241K +1,444 +31%
WorldQuant Millennium Advisors
341
WorldQuant Millennium Advisors
New York
$1.1M -$17.8M -106,994 -95%
ETC
342
Exchange Traded Concepts
Oklahoma
$1.09M +$24.3K +146 +3%
FMC
343
First Merchants Corp
Indiana
$1.08M -$20.8K -125 -2%
Jones Financial Companies
344
Jones Financial Companies
Missouri
$1.04M +$103K +616 +12%
PA
345
Parallel Advisors
California
$1.04M +$307K +1,842 +48%
NA
346
NewEdge Advisors
Louisiana
$1.04M -$305K -1,832 -24%
MPPW
347
Mitchell & Pahl Private Wealth
Oklahoma
$1.03M -$2.67K -16 -0.3%
FAM
348
Formidable Asset Management
Ohio
$981K -$193K -1,156 -17%
BA
349
Bridgewater Advisors
New York
$980K +$37.6K +226 +4%
STA
350
Summit Trail Advisors
New York
$956K -$206K -1,236 -19%