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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
DT
501
Diversified Trust
Tennessee
$282K +$269K +1,542 New
TWP
502
Tyche Wealth Partners
Texas
$281K -$428K -2,454 -61%
GS
503
GWN Securities
Florida
$281K +$275K +1,578 New
CCM
504
Coldstream Capital Management
Washington
$274K -$15.9K -91 -6%
Bessemer Group
505
Bessemer Group
New Jersey
$274K +$130K +745 +99%
GI
506
Gradient Investments
Minnesota
$274K
USAA
507
United Services Automobile Association
Texas
$273K +$267K +1,527 New
FFM
508
Forum Financial Management
Illinois
$269K +$23.9K +137 +10%
MAP
509
Moody Aldrich Partners
Massachusetts
$266K -$99.8K -572 -28%
PWP
510
Phillips Wealth Planners
Mississippi
$266K +$33.3K +191 +14%
WG
511
Winton Group
United Kingdom
$266K +$254K +1,454 New
BWL
512
Bogart Wealth LLC
Virginia
$265K
LNB
513
Ledyard National Bank
$263K
GPW
514
Genesis Private Wealth
Virginia
$262K +$251K +1,436 New
TWP
515
Tempus Wealth Planning
California
$262K +$349 +2 +0.1%
VSQM
516
V-Square Quantitative Management
Illinois
$261K
EBA
517
Eagle Bay Advisors
New York
$261K +$30K +172 +14%
RSWM
518
Robertson Stephens Wealth Management
California
$258K -$50.3K -288 -17%
SC
519
Savant Capital
Illinois
$254K -$1.3M -7,453 -84%
Focus Partners Wealth
520
Focus Partners Wealth
Massachusetts
$253K +$24.1K +138 +11%
PFPT
521
Pinnacle Financial Partners (Tennessee)
Tennessee
$253K +$5.24K +30 +2%
TW
522
TritonPoint Wealth
Maryland
$253K -$6.11K -35 -2%
PS
523
Principal Securities
Iowa
$252K
CCA
524
Cadent Capital Advisors
Oklahoma
$247K +$236K +1,353 New
TWM
525
Trueblood Wealth Management
Ohio
$242K -$175 -1 -0.1%

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.