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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
AWM
451
Avior Wealth Management
Nebraska
$446K -$74.1K -445 -15%
EPW
452
Evolve Private Wealth
California
$443K +$404K +2,425 New
MAS
453
Meeder Advisory Services
Ohio
$439K +$160K +961 +67%
SCA
454
Summit Creek Advisors
Minnesota
$437K
S
455
SignatureFD
Georgia
$434K +$176K +1,056 +80%
MCM
456
Monument Capital Management
Virginia
$434K
AWM
457
Axxcess Wealth Management
California
$430K -$32.7K -196 -8%
MGP
458
Metis Global Partners
California
$423K -$22.3K -134 -5%
BAWM
459
Bennett Associates Wealth Management
Pennsylvania
$423K +$386K +2,316 New
NMIMC
460
Northwestern Mutual Investment Management Company
Wisconsin
$422K -$1.17K -7 -0.3%
HFO
461
Heritage Family Offices
Arizona
$422K +$20K +120 +5%
MWM
462
Modern Wealth Management
Kansas
$422K +$86.1K +517 +29%
Allianz Asset Management
463
Allianz Asset Management
Germany
$419K -$558K -3,349 -59%
OIA
464
OneDigital Investment Advisors
Kansas
$417K +$3K +18 +0.8%
FWP
465
FAS Wealth Partners
Kansas
$411K +$84.6K +508 +29%
MIF
466
Mediolanum International Funds
Ireland
$404K
CFG
467
CMC Financial Group
Georgia
$398K +$363K +2,180 New
BCI
468
Brinker Capital Investments
Pennsylvania
$396K -$173K -1,036 -32%
Nomura Holdings
469
Nomura Holdings
Japan
$394K +$47.3K +284 +15%
AWA
470
Aaron Wealth Advisors
Illinois
$394K +$126K +759 +54%
PWG
471
Portside Wealth Group
Utah
$392K +$111K +669 +45%
MOS
472
MGO One Seven
Ohio
$391K +$357K +2,144 New
SEA
473
Stegent Equity Advisors
Texas
$389K +$355K +2,133 New
PFBT
474
Parkside Financial Bank & Trust
Missouri
$387K +$82.6K +496 +31%
P
475
PensionDanmark
Denmark
$383K +$350K +2,100 New