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Jack Henry & Associates

771 hedge funds and large institutions have $13.2B invested in Jack Henry & Associates in 2025 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 269 increasing their positions, 260 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

4.68% more ownership

Funds ownership: 95.7%100.38% (+4.7%)

3% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 260

52% less call options, than puts

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

Holders
771
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.54M
Puts
$15.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RL
351
Retireful LLC
Michigan
$937K
BAMCO Inc
352
BAMCO Inc
New York
$932K
CA
353
CoreCap Advisors
Michigan
$931K
MSU
354
Mizuho Securities USA
New York
$920K
HighTower Advisors
355
HighTower Advisors
Illinois
$910K
IMCOOI
356
Investment Management Corp of Ontario (IMCO)
Canada
$908K
DWM
357
Diversify Wealth Management
Utah
$864K
BAMF
358
BI Asset Management Fondsmaeglerselskab
Denmark
$861K
RWP
359
RWA Wealth Partners
Massachusetts
$858K
Wellington Management Group
360
Wellington Management Group
Massachusetts
$857K
Focus Partners Wealth
361
Focus Partners Wealth
Massachusetts
$842K
KFAS
362
Keating Financial Advisory Services
Kansas
$841K
AA
363
ALPS Advisors
Colorado
$827K
CWP
364
Curated Wealth Partners
California
$811K
Koshinski Asset Management
365
Koshinski Asset Management
Illinois
$802K
National Pension Service
366
National Pension Service
South Korea
$789K
GIA
367
GHP Investment Advisors
Colorado
$789K
SCM
368
Sterling Capital Management
North Carolina
$785K
WF
369
Welch & Forbes
Massachusetts
$769K
WIA
370
World Investment Advisors
California
$768K
SF
371
Summit Financial
New Jersey
$766K
HIMCH
372
Hartford Investment Management Co (HIMCO)
Connecticut
$759K
DT
373
Diversified Trust
Tennessee
$756K
JSSH
374
J. Safra Sarasin Holding
$739K
BC
375
Burney Company
Virginia
$738K