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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
WF
376
Welch & Forbes
Massachusetts
$769K
Nomura Holdings
377
Nomura Holdings
Japan
$766K +$313K +1,792 +75%
CIS
378
Capital International Sarl
California
$760K
NRD
379
Nebula Research & Development
New York
$759K +$246K +1,410 +51%
KPWS
380
Kestra Private Wealth Services
Texas
$749K +$5.58K +32 +0.8%
SCM
381
Sterling Capital Management
North Carolina
$736K -$46.4K -266 -6%
LSERS
382
Louisiana State Employees Retirement System
Louisiana
$712K
SAM
383
Securian Asset Management
Minnesota
$699K
DA
384
Doliver Advisors
Texas
$694K -$34.9K -200 -5%
AWM
385
Apollon Wealth Management
South Carolina
$692K +$113K +645 +21%
CIA
386
Concurrent Investment Advisors
Florida
$679K +$75.4K +432 +13%
WIC
387
Willis Investment Counsel
Georgia
$676K +$8.73K +50 +1%
Wellington Management Group
388
Wellington Management Group
Massachusetts
$673K +$139K +799 +28%
LFA
389
Legacy Financial Advisors
Kentucky
$673K -$25.5K -146 -4%
AC
390
Allstate Corporation
Illinois
$659K +$272K +1,558 +76%
FWA
391
FSM Wealth Advisors
Ohio
$656K +$175 +1 +0%
MWM
392
Moran Wealth Management
Florida
$651K -$53.2K -305 -8%
KAS
393
Kestra Advisory Services
Texas
$646K -$563K -3,223 -48%
MWM
394
Modern Wealth Management
Kansas
$645K +$616K +3,531 New
Jones Financial Companies
395
Jones Financial Companies
Missouri
$644K -$519K -2,975 -45%
Bank Julius Baer & Co
396
Bank Julius Baer & Co
Switzerland
$643K +$82K +470 +15%
BMSSC
397
B. Metzler seel. Sohn & Co
Germany
$639K
BA
398
Bridgewater Advisors
New York
$632K +$636K +3,644 New
FLPIM
399
F.L. Putnam Investment Management
Massachusetts
$631K -$3.33M -19,064 -85%
NMERB
400
New Mexico Educational Retirement Board
New Mexico
$630K

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.