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Jack Henry & Associates

774 hedge funds and large institutions have $13.3B invested in Jack Henry & Associates in 2025 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 270 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:

4.91% more ownership

Funds ownership: 95.7%100.6% (+4.9%)

4% more repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 260

52% less call options, than puts

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

Holders
774
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
BA
351
Bard Associates
Illinois
$940K
RL
352
Retireful LLC
Michigan
$937K
BAMCO Inc
353
BAMCO Inc
New York
$932K
CA
354
CoreCap Advisors
Michigan
$931K
MSU
355
Mizuho Securities USA
New York
$920K
HighTower Advisors
356
HighTower Advisors
Illinois
$910K
IMCOOI
357
Investment Management Corp of Ontario (IMCO)
Canada
$908K
DWM
358
Diversify Wealth Management
Utah
$864K
BAMF
359
BI Asset Management Fondsmaeglerselskab
Denmark
$861K
RWP
360
RWA Wealth Partners
Massachusetts
$858K
Wellington Management Group
361
Wellington Management Group
Massachusetts
$857K
Focus Partners Wealth
362
Focus Partners Wealth
Massachusetts
$842K
KFAS
363
Keating Financial Advisory Services
Kansas
$841K
AA
364
ALPS Advisors
Colorado
$827K
CWP
365
Curated Wealth Partners
California
$811K
Koshinski Asset Management
366
Koshinski Asset Management
Illinois
$802K
National Pension Service
367
National Pension Service
South Korea
$789K
GIA
368
GHP Investment Advisors
Colorado
$789K
SCM
369
Sterling Capital Management
North Carolina
$785K
WIA
370
World Investment Advisors
California
$774K
WF
371
Welch & Forbes
Massachusetts
$769K
SF
372
Summit Financial
New Jersey
$766K
HIMCH
373
Hartford Investment Management Co (HIMCO)
Connecticut
$759K
DT
374
Diversified Trust
Tennessee
$756K
JSSH
375
J. Safra Sarasin Holding
$739K