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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
HFO
451
Heritage Family Offices
Arizona
$409K +$20.9K +120 +6%
Schroder Investment Management Group
452
Schroder Investment Management Group
United Kingdom
$409K -$8.9K -51 -2%
SAW
453
Signal Advisors Wealth
Michigan
$403K +$6.81K +39 +2%
CFO
454
Callan Family Office
Pennsylvania
$386K -$164K -942 -31%
IWC
455
Integrated Wealth Concepts
Massachusetts
$384K +$64.1K +367 +21%
IIM
456
Ipswich Investment Management
Massachusetts
$382K -$20.4K -117 -5%
SAM
457
Strategy Asset Managers
California
$375K +$29.5K +169 +9%
AS
458
Aware Super
Australia
$374K -$1.24M -7,080 -78%
AV
459
ASR Vermogensbeheer
Netherlands
$370K +$354K +2,029 New
PTC
460
Petrus Trust Company
Texas
$370K -$134K -770 -28%
FWP
461
FAS Wealth Partners
Kansas
$362K +$1.22K +7 +0.4%
Assenagon Asset Management
462
Assenagon Asset Management
Luxembourg
$355K -$10.8M -61,961 -97%
KHC
463
Koesten Hirschmann & Crabtree
Kansas
$352K +$349 +2 +0.1%
FB
464
Fulton Bank
Pennsylvania
$343K +$328K +1,880 New
TMAM
465
Tokio Marine Asset Management
Japan
$343K
MFAM
466
Motley Fool Asset Management
Virginia
$342K +$42.8K +245 +15%
Carson Wealth (CWM LLC)
467
Carson Wealth (CWM LLC)
Nebraska
$340K +$175 +1 +0.1%
HWAM
468
Hennion & Walsh Asset Management
New Jersey
$333K +$319K +1,826 New
WIA
469
World Investment Advisors
California
$330K +$67.4K +386 +27%
LC
470
Lindbrook Capital
California
$330K +$300K +1,716 +1,865%
PGWM
471
Pitti Group Wealth Management
New York
$329K
MPM
472
MBB Public Markets
Illinois
$329K +$314K +1,800 New
SFS
473
Stiles Financial Services
Minnesota
$328K -$284K -1,629 -48%
FIM
474
Freedom Investment Management
Connecticut
$327K -$31.4K -180 -9%
S
475
SignatureFD
Georgia
$326K +$42.6K +244 +16%

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.