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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
MCP
351
Martin Capital Partners
Oregon
$948K +$68.1K +409 +9%
EFSCE
352
Enterprise Financial Services Corp (EFSC)
Missouri
$946K +$8.66K +52 +1%
IF
353
IRON Financial
Illinois
$945K -$26.3K -158 -3%
BA
354
Bard Associates
Illinois
$940K -$16.7K -100 -2%
RL
355
Retireful LLC
Michigan
$937K +$846K +5,076 New
BAMCO Inc
356
BAMCO Inc
New York
$932K -$148K -890 -15%
CA
357
CoreCap Advisors
Michigan
$931K +$65.6K +394 +8%
MSU
358
Mizuho Securities USA
New York
$920K -$12.5K -75 -1%
HighTower Advisors
359
HighTower Advisors
Illinois
$910K +$1.83K +11 +0.2%
IMCOOI
360
Investment Management Corp of Ontario (IMCO)
Canada
$908K +$270K +1,623 +48%
DWM
361
Diversify Wealth Management
Utah
$864K -$172K -1,032 -18%
BAMF
362
BI Asset Management Fondsmaeglerselskab
Denmark
$861K -$2.48M -14,881 -76%
RWP
363
RWA Wealth Partners
Massachusetts
$858K -$1.17K -7 -0.1%
Wellington Management Group
364
Wellington Management Group
Massachusetts
$857K +$29.5K +177 +4%
Focus Partners Wealth
365
Focus Partners Wealth
Massachusetts
$842K +$447K +2,681 +139%
KFAS
366
Keating Financial Advisory Services
Kansas
$841K +$768K +4,609 New
AA
367
ALPS Advisors
Colorado
$827K -$139K -834 -16%
CWP
368
Curated Wealth Partners
California
$811K +$360K +2,163 +95%
Koshinski Asset Management
369
Koshinski Asset Management
Illinois
$802K -$102K -611 -12%
AA
370
Advisory Advocates
Michigan
$798K +$728K +4,370 New
National Pension Service
371
National Pension Service
South Korea
$789K +$361K +2,166 +100%
GIA
372
GHP Investment Advisors
Colorado
$789K +$669K +4,013 +1,295%
SCM
373
Sterling Capital Management
North Carolina
$785K -$30.8K -185 -4%
WIA
374
World Investment Advisors
California
$774K +$31.2K +187 +5%
WF
375
Welch & Forbes
Massachusetts
$769K