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Jack Henry & Associates

718 hedge funds and large institutions have $10.3B invested in Jack Henry & Associates in 2025 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 242 increasing their positions, 267 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

18% less capital invested

Capital invested by funds: $12.6B → $10.3B (-$2.3B)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

60% less call options, than puts

Call options by funds: $16.6M | Put options by funds: $41.3M

Holders
718
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.6M
Puts
$41.3M
Net Calls
Net Calls Change

Top Buyers

1 +$157M
2 +$54.3M
3 +$42.5M
4
JP Morgan Chase
JP Morgan Chase
New York
+$35.8M
5
Citadel Advisors
Citadel Advisors
Florida
+$31.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
501
Ascent Group
Virginia
$266K
KHC
502
Koesten Hirschmann & Crabtree
Kansas
$266K
EBSAM
503
Eubel Brady & Suttman Asset Management
Ohio
$263K
FWP
504
FAS Wealth Partners
Kansas
$260K
SO
505
STRS Ohio
Ohio
$259K
PWP
506
Phillips Wealth Planners
Mississippi
$257K
GCM
507
Gallacher Capital Management
Colorado
$257K
FFM
508
Forum Financial Management
Illinois
$256K
AO
509
Advisor OS
Illinois
$256K
TNA
510
True North Advisors
Texas
$256K
LNWWM
511
Laird Norton Wetherby Wealth Management
California
$255K
QPW
512
Quantum Private Wealth
Florida
$255K
IA
513
Inspire Advisors
Idaho
$255K
RWM
514
Ritholtz Wealth Management
New York
$254K
HT
515
Headlands Technologies
Illinois
$254K
WC
516
Westerkirk Capital
$253K
Fifth Third Bancorp
517
Fifth Third Bancorp
Ohio
$249K
NWWA
518
New Wave Wealth Advisors
Arkansas
$248K
CSPIA
519
Cary Street Partners Investment Advisory
Virginia
$247K
QEI
520
QSV Equity Investors
Illinois
$245K
WA
521
Waverly Advisors
Alabama
$244K
LCWP
522
Legacy Capital Wealth Partners
Arkansas
$243K
Bank Julius Baer & Co
523
Bank Julius Baer & Co
Switzerland
$243K
PFBT
524
Parkside Financial Bank & Trust
Missouri
$242K
VIM
525
Vinva Investment Management
Australia
$241K