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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
SF
376
Summit Financial
New Jersey
$766K -$38.3K -230 -5%
HIMCH
377
Hartford Investment Management Co (HIMCO)
Connecticut
$759K -$14.3K -86 -2%
DT
378
Diversified Trust
Tennessee
$756K +$125K +751 +22%
JSSH
379
J. Safra Sarasin Holding
$739K -$219K -1,313 -24%
BC
380
Burney Company
Virginia
$738K +$15.5K +93 +2%
SL
381
Summitry LLC
California
$720K +$657K +3,944 New
HWAM
382
Hennion & Walsh Asset Management
New Jersey
$708K +$35.3K +212 +6%
AG
383
ASO Group
$707K +$646K +3,876 New
HWM
384
Hohimer Wealth Management
Washington
$705K +$9.99K +60 +2%
MC
385
Machina Capital
France
$699K -$1.12M -6,733 -64%
Allspring Global Investments
386
Allspring Global Investments
North Carolina
$695K +$172K +1,034 +36%
DA
387
Doliver Advisors
Texas
$693K
DADC
388
D.A. Davidson & Co
Montana
$686K +$114K +687 +22%
GWP
389
Gen-Wealth Partners
Michigan
$685K -$275K -1,650 -31%
LSERS
390
Louisiana State Employees Retirement System
Louisiana
$675K -$16.7K -100 -3%
NAAA
391
New Age Alpha Advisors
New York
$668K -$21.3K -128 -3%
GXJ
392
Global X Japan
Japan
$663K +$438K +2,632 +263%
LCM
393
LRT Capital Management
Texas
$661K -$726K -4,356 -55%
FWA
394
FSM Wealth Advisors
Ohio
$661K +$2.83K +17 +0.5%
DP
395
Dundas Partners
United Kingdom
$655K
GT
396
Glenmede Trust
Pennsylvania
$644K +$588K +3,527 New
BMSSC
397
B. Metzler seel. Sohn & Co
Germany
$639K
WB
398
WesBanco Bank
West Virginia
$638K +$186K +1,118 +47%
IA
399
Inspire Advisors
Idaho
$635K +$295K +1,768 +103%
BIG
400
Brooklyn Investment Group
New York
$629K +$562K +3,375 New