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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
Stifel Financial
26
Stifel Financial
Missouri
$96M -$732K -4,195 -0.8%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$95.9M -$10.1M -57,931 -10%
Bank of America
28
Bank of America
North Carolina
$94.7M +$49.3M +282,328 +119%
Legal & General Group
29
Legal & General Group
United Kingdom
$85.2M +$3.71M +21,263 +5%
Goldman Sachs
30
Goldman Sachs
New York
$81.9M -$7.82M -44,813 -9%
UBS Group
31
UBS Group
Switzerland
$72.6M -$8.3M -47,578 -11%
ACM
32
American Capital Management
New York
$69.2M -$6.23M -35,715 -9%
Principal Financial Group
33
Principal Financial Group
Iowa
$66.6M -$1.32M -7,591 -2%
First Trust Advisors
34
First Trust Advisors
Illinois
$61.6M +$8.73M +50,029 +17%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$60.6M -$1.51M -8,647 -3%
RC
36
RGM Capital
Florida
$59M +$56.3M +322,842 New
EIP
37
Epoch Investment Partners
New York
$53.9M -$2.86M -16,379 -5%
Deutsche Bank
38
Deutsche Bank
Germany
$52.7M -$51.5M -294,928 -51%
Barclays
39
Barclays
United Kingdom
$51.6M +$14.7M +84,214 +42%
Marshall Wace
40
Marshall Wace
United Kingdom
$51.2M +$48.9M +280,441 New
LCOV
41
London Company of Virginia
Virginia
$48.3M +$119K +681 +0.3%
BTW
42
Boston Trust Walden
Massachusetts
$47.6M +$7.13M +40,859 +19%
JAM
43
Jupiter Asset Management
United Kingdom
$45M
WAM
44
Walker Asset Management
Missouri
$41.8M -$1.55M -8,899 -4%
FAM
45
Fenimore Asset Management
New York
$40.6M +$1.4M +8,000 +4%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$40.5M +$3.79M +21,701 +11%
Ameriprise
47
Ameriprise
Minnesota
$38.9M +$165K +946 +0.4%
Swiss National Bank
48
Swiss National Bank
Switzerland
$37.6M -$34.9K -200 -0.1%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$37.4M -$16.9M -97,104 -32%
CCM
50
Copeland Capital Management
Pennsylvania
$37.2M -$503K -2,883 -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.