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Jack Henry & Associates

768 hedge funds and large institutions have $11.4B invested in Jack Henry & Associates in 2026 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 275 increasing their positions, 283 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.27% less ownership

Funds ownership: 100.66%100.39% (-0.27%)

1% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 110

3% less repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 283

2% less funds holding

Funds holding: 783768 (-15)

14% less capital invested

Capital invested by funds: $13.3B → $11.4B (-$1.84B)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

29% less call options, than puts

Call options by funds: $3.52M | Put options by funds: $4.99M

Holders
768
Holders Change
-15
Holders Change %
-1.92%
% of All Funds
9.45%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
109
Increased
275
Reduced
283
Closed
110
Calls
$3.52M
Puts
$4.99M
Net Calls
-$1.47M
Net Calls Change
+$6.84M
Name Holding Trade Value Shares
Change
Change in
Stake
HIMCH
401
Hartford Investment Management Co (HIMCO)
Connecticut
$650K -$8.39K -49 -1%
AWA
402
Aaron Wealth Advisors
Illinois
$649K +$334K +1,949 +90%
Allspring Global Investments
403
Allspring Global Investments
North Carolina
$638K +$35.3K +206 +5%
IA
404
Inspire Advisors
Idaho
$634K +$91.1K +532 +15%
DT
405
Diversified Trust
Tennessee
$633K -$23K -134 -3%
SC
406
Sepio Capital
Utah
$628K +$121K +707 +22%
WIA
407
World Investment Advisors
California
$628K -$45.9K -268 -6%
WB
408
WesBanco Bank
West Virginia
$619K +$72.1K +421 +12%
AG
409
ASO Group
$613K
BIG
410
Brooklyn Investment Group
New York
$607K +$79.5K +464 +14%
DA
411
Doliver Advisors
Texas
$601K
CFP
412
Catalyst Financial Partners
Massachusetts
$595K +$393K +2,292 +156%
LSERS
413
Louisiana State Employees Retirement System
Louisiana
$585K
Carson Wealth (CWM LLC)
414
Carson Wealth (CWM LLC)
Nebraska
$584K +$197K +1,151 +45%
FWA
415
FSM Wealth Advisors
Ohio
$575K +$3.08K +18 +0.5%
BA
416
Bridgewater Advisors
New York
$568K -$207K -1,208 -23%
IWC
417
Integrated Wealth Concepts
Massachusetts
$565K +$419K +2,446 +216%
GXJ
418
Global X Japan
Japan
$557K -$18.7K -109 -3%
Envestnet Portfolio Solutions
419
Envestnet Portfolio Solutions
Illinois
$554K -$494K -2,882 -45%
BMSSC
420
B. Metzler seel. Sohn & Co
Germany
$553K
DADC
421
D.A. Davidson & Co
Montana
$553K -$45K -263 -7%
ET
422
Equitable Trust
Tennessee
$549K +$595K +3,476 New
APWM
423
Argonautica Private Wealth Management
Massachusetts
$546K +$591K +3,452 New
BC
424
Burney Company
Virginia
$537K -$111K -649 -16%
OA
425
Oak Associates
Ohio
$536K -$821K -4,796 -59%

JKHY Hedge Fund Activity: Q1 2026 in Review

768 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q1 2026, worth a combined $11.4B — down 14% from $13.3B a quarter earlier.

Sellers outnumbered buyers: 110 funds closed out of JKHY and 109 opened new positions — a net loss of 1 holder — while 283 trimmed existing stakes and 275 added.

The largest buyer was Janus Henderson Group, adding an estimated $183M. The largest seller was Citadel Advisors, cutting an estimated $243M.

  • 768 institutional investors held Jack Henry & Associates (JKHY) as of Q1 2026, down from 783 in Q4 2025.
  • Funds reported $11.4B of Jack Henry & Associates stock for Q1 2026, down 14% quarter-over-quarter.
  • 109 funds opened new Jack Henry & Associates positions in Q1 2026 and 110 closed out, a net change of -1 holder.
  • The largest Jack Henry & Associates buyer in Q1 2026 was Janus Henderson Group, an estimated $183M added.
  • The largest Jack Henry & Associates seller in Q1 2026 was Citadel Advisors, an estimated $243M sold.

Based on aggregated 13F filings for Q1 2026.