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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
Vontobel Holding
426
Vontobel Holding
Switzerland
$490K -$103K -589 -18%
ASN
427
Advisory Services Network
Georgia
$489K -$8.55K -49 -2%
William Blair & Company
428
William Blair & Company
Illinois
$482K -$1.51M -8,624 -77%
AWM
429
Axxcess Wealth Management
California
$479K +$10.3K +59 +2%
FAIM
430
Financial Advocates Investment Management
Washington
$474K +$524 +3 +0.1%
SCA
431
Summit Creek Advisors
Minnesota
$467K +$1.92K +11 +0.4%
EF
432
Empirical Finance
Pennsylvania
$467K +$23K +132 +5%
GI
433
GAMMA Investing
California
$467K +$39.6K +227 +10%
MCM
434
Monument Capital Management
Virginia
$464K
WA
435
Wealth Alliance
New York
$462K -$5.76K -33 -1%
JF
436
Jump Financial
Illinois
$457K -$611K -3,499 -58%
HZ
437
Hixon Zuercher
Ohio
$456K
OIA
438
OneDigital Investment Advisors
Kansas
$453K +$80.1K +459 +23%
VWM
439
Venturi Wealth Management
Texas
$449K +$64.4K +369 +18%
CI Investments Inc
440
CI Investments Inc
Ontario, Canada
$448K +$40.7K +233 +10%
FIA
441
Foundations Investment Advisors
Arizona
$433K +$186K +1,063 +81%
KeyBank National Association
442
KeyBank National Association
Ohio
$432K -$1.4K -8 -0.3%
CAM
443
Cresset Asset Management
Illinois
$431K -$40.1K -230 -9%
WB
444
WesBanco Bank
West Virginia
$429K +$139K +796 +51%
NMIMC
445
Northwestern Mutual Investment Management Company
Wisconsin
$423K +$349 +2 +0.1%
AO
446
Advisor OS
Illinois
$420K -$24.3K -139 -6%
OWA
447
Outlook Wealth Advisors
Texas
$420K +$3.14K +18 +0.8%
CWP
448
Curated Wealth Partners
California
$416K +$167K +955 +72%
BPA
449
Beacon Pointe Advisors
California
$415K -$13.4K -77 -3%
EWA
450
EverSource Wealth Advisors
Alabama
$413K -$4.36K -25 -1%

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.