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Jack Henry & Associates

702 hedge funds and large institutions have $12.6B invested in Jack Henry & Associates in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 266 increasing their positions, 252 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
702
Holders Change
-3
Holders Change %
-0.43%
% of All Funds
9.42%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
82
Increased
266
Reduced
252
Closed
73
Calls
$12.7M
Puts
$24.6M
Net Calls
-$12M
Net Calls Change
-$2.63M
Name Holding Trade Value Shares
Change
Shares
Change %
FIA
426
Foundations Investment Advisors
Arizona
$436K +$8.83K +49 +2%
PTC
427
Petrus Trust Company
Texas
$436K +$71.2K +395 +20%
BOTPPF
428
Board of the Pension Protection Fund
United Kingdom
$432K -$577K -3,200 -57%
MWM
429
Modern Wealth Management
Kansas
$430K -$206K -1,146 -32%
CI Investments Inc
430
CI Investments Inc
Ontario, Canada
$429K -$13.7K -76 -3%
WB
431
WesBanco Bank
West Virginia
$423K
MGIA
432
Moneta Group Investment Advisors
Missouri
$423K +$136K +753 +47%
FWP
433
FAS Wealth Partners
Kansas
$421K +$63.2K +351 +18%
OIA
434
OneDigital Investment Advisors
Kansas
$421K -$26.5K -147 -6%
NMIMC
435
Northwestern Mutual Investment Management Company
Wisconsin
$418K +$541 +3 +0.1%
FB
436
Fulton Bank
Pennsylvania
$417K +$78K +433 +23%
CWP
437
Curated Wealth Partners
California
$411K
OWA
438
Outlook Wealth Advisors
Texas
$408K -$6.49K -36 -2%
BPA
439
Beacon Pointe Advisors
California
$408K -$1.8K -10 -0.4%
IWC
440
Integrated Wealth Concepts
Massachusetts
$407K +$27.8K +154 +7%
CAM
441
Cresset Asset Management
Illinois
$401K -$23.8K -132 -6%
AO
442
Advisor OS
Illinois
$401K -$13.5K -75 -3%
HFO
443
Heritage Family Offices
Arizona
$400K
PFS
444
Prospera Financial Services
Texas
$391K -$142K -789 -27%
FAIM
445
Financial Advocates Investment Management
Washington
$388K -$79.3K -440 -17%
BRWA
446
B. Riley Wealth Advisors
Florida
$382K +$382K +2,119 New
QCG
447
Quadrant Capital Group
Ohio
$377K +$302K +1,676 +400%
IIM
448
Ipswich Investment Management
Massachusetts
$377K
MIM
449
Morningstar Investment Management
Illinois
$375K +$375K +2,083 New
Focus Partners Wealth
450
Focus Partners Wealth
Massachusetts
$374K +$124K +689 +50%