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Jack Henry & Associates

716 hedge funds and large institutions have $12.6B invested in Jack Henry & Associates in 2025 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 272 increasing their positions, 252 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 63

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

8% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 252

3% more capital invested

Capital invested by funds: $12.3B → $12.6B (+$392M)

1% more funds holding

Funds holding: 711716 (+5)

0.39% less ownership

Funds ownership: 95.98%95.6% (-0.39%)

60% less call options, than puts

Call options by funds: $6.3M | Put options by funds: $15.6M

Holders
716
Holders Change
+5
Holders Change %
+0.7%
% of All Funds
9.6%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
83
Increased
272
Reduced
252
Closed
63
Calls
$6.3M
Puts
$15.6M
Net Calls
-$9.35M
Net Calls Change
-$6.51M
Name Holding Trade Value Shares
Change
Change in
Stake
MPPW
351
Mitchell & Pahl Private Wealth
Oklahoma
$969K +$104K +598 +13%
PAG
352
Private Advisor Group
New Jersey
$961K +$74.2K +425 +9%
NAAA
353
New Age Alpha Advisors
New York
$956K +$278K +1,593 +44%
PA
354
Parallel Advisors
California
$948K +$164K +937 +22%
RWP
355
RWA Wealth Partners
Massachusetts
$946K
AAS
356
Avantax Advisory Services
Texas
$944K +$39.8K +228 +5%
EFSCE
357
Enterprise Financial Services Corp (EFSC)
Missouri
$936K -$1.57K -9 -0.2%
LA
358
Legacy Advisors
Pennsylvania
$925K +$2.97K +17 +0.3%
JFG
359
Jefferies Financial Group
New York
$908K -$1.15M -6,614 -57%
PAS
360
Park Avenue Securities
New York
$892K +$37.5K +215 +5%
IF
361
IRON Financial
Illinois
$889K +$639K +3,664 +304%
PAM
362
Panagora Asset Management
Massachusetts
$868K -$81.5K -467 -9%
ETC
363
Exchange Traded Concepts
Oklahoma
$867K +$762K +4,367 +1,152%
GIA
364
Gateway Investment Advisers
Ohio
$851K +$67.5K +387 +9%
GC
365
Guggenheim Capital
Illinois
$846K +$72.4K +415 +10%
CA
366
CoreCap Advisors
Michigan
$840K +$72.1K +413 +10%
SF
367
Summit Financial
New Jersey
$834K +$19.2K +110 +2%
VA
368
Vident Advisory
Georgia
$831K -$2.18M -12,473 -73%
DAS
369
Dynamic Advisor Solutions
Arizona
$829K -$18.2K -104 -2%
SAM
370
Shell Asset Management
Netherlands
$822K
SC
371
Sepio Capital
Utah
$809K +$210K +1,202 +37%
HIMCH
372
Hartford Investment Management Co (HIMCO)
Connecticut
$805K -$8.03K -46 -1%
DWM
373
Diversify Wealth Management
Utah
$784K +$119K +679 +18%
TRCT
374
Tower Research Capital (TRC)
New York
$774K -$131K -748 -15%
LA
375
LVW Advisors
New York
$772K -$40.8K -234 -5%

JKHY Hedge Fund Activity: Q1 2025 in Review

716 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q1 2025, worth a combined $12.6B — up 3.2% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new JKHY positions and 63 closed out — a net gain of 20 holders — while 272 added to existing stakes and 252 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $134M. The largest seller was JP Morgan Chase, cutting an estimated $78.7M.

  • 716 institutional investors held Jack Henry & Associates (JKHY) as of Q1 2025, up from 711 in Q4 2024.
  • Funds reported $12.6B of Jack Henry & Associates stock for Q1 2025, up 3.2% quarter-over-quarter.
  • 83 funds opened new Jack Henry & Associates positions in Q1 2025 and 63 closed out, a net change of +20 holders.
  • The largest Jack Henry & Associates buyer in Q1 2025 was Kayne Anderson Rudnick Investment Management, an estimated $134M added.
  • The largest Jack Henry & Associates seller in Q1 2025 was JP Morgan Chase, an estimated $78.7M sold.

Based on aggregated 13F filings for Q1 2025.