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Jack Henry & Associates

705 hedge funds and large institutions have $12.6B invested in Jack Henry & Associates in 2025 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 272 increasing their positions, 244 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
705
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
9.57%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
82
Increased
272
Reduced
244
Closed
64
Calls
$6.3M
Puts
$15.6M
Net Calls
-$9.35M
Net Calls Change
-$6.51M
Name Holding Trade Value Shares
Change
Shares
Change %
USAA
501
United Services Automobile Association
Texas
$273K +$273K +1,527 New
FFM
502
Forum Financial Management
Illinois
$269K +$25K +137 +10%
MAP
503
Moody Aldrich Partners
Massachusetts
$266K -$104K -572 -28%
PWP
504
Phillips Wealth Planners
Mississippi
$266K +$33K +191 +14%
WG
505
Winton Group
United Kingdom
$266K +$266K +1,454 New
BWL
506
Bogart Wealth LLC
Virginia
$265K
LNB
507
Ledyard National Bank
$263K
GPW
508
Genesis Private Wealth
Virginia
$262K +$262K +1,436 New
TWP
509
Tempus Wealth Planning
California
$262K +$365 +2 +0.1%
VSQM
510
V-Square Quantitative Management
Illinois
$261K
EBA
511
Eagle Bay Advisors
New York
$261K +$31.4K +172 +14%
RSWM
512
Robertson Stephens Wealth Management
California
$258K -$52.6K -288 -17%
Focus Partners Wealth
513
Focus Partners Wealth
Massachusetts
$253K +$25.2K +138 +11%
PFP
514
Pinnacle Financial Partners
Tennessee
$253K +$5.48K +30 +2%
TW
515
TritonPoint Wealth
Maryland
$253K -$6.39K -35 -2%
PS
516
Principal Securities
Iowa
$252K
CCA
517
Cadent Capital Advisors
Oklahoma
$247K +$247K +1,353 New
TWM
518
Trueblood Wealth Management
Ohio
$242K -$183 -1 -0.1%
SI
519
Seeds Investor
New York
$241K +$241K +1,320 New
SG
520
StoneX Group
New York
$238K +$238K +1,304 New
AAP
521
Arax Advisory Partners
Colorado
$236K -$33.1K -181 -12%
SWA
522
SFMG Wealth Advisors
Texas
$236K -$1.83K -10 -0.8%
MSA
523
MUFG Securities Americas
New York
$236K +$38.9K +213 +20%
GCA
524
Gallagher Capital Advisors
Texas
$234K -$33.2K -182 -12%
PIM
525
Penobscot Investment Management
Massachusetts
$232K -$85.8K -470 -27%