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Jack Henry & Associates

734 hedge funds and large institutions have $10.3B invested in Jack Henry & Associates in 2025 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 249 increasing their positions, 272 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 84

3% more funds holding

Funds holding: 713734 (+21)

8% less repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 272

1.2% less ownership

Funds ownership: 96.95%95.75% (-1.2%)

18% less capital invested

Capital invested by funds: $12.7B → $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
734
Holders Change
+21
Holders Change %
+2.95%
% of All Funds
9.63%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
110
Increased
249
Reduced
272
Closed
84
Calls
$16.6M
Puts
$41.3M
Net Calls
-$24.7M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
501
Mount Yale Investment Advisors
Colorado
$279K +$311K +1,872 New
FC
502
FORA Capital
Florida
$274K +$305K +1,840 New
PMG
503
Private Management Group
California
$274K
GS
504
GTS Securities
New York
$273K +$304K +1,831 New
CPIG
505
Chicago Partners Investment Group
Illinois
$271K +$292K +1,756 New
NAS
506
Nicolet Advisory Services
Wisconsin
$270K +$830 +5 +0.3%
CAM
507
Cresset Asset Management
Illinois
$270K +$21.1K +127 +8%
PGWM
508
Pitti Group Wealth Management
New York
$268K
MWM
509
Modern Wealth Management
Kansas
$267K -$97.9K -590 -25%
AG
510
Ascent Group
Virginia
$266K +$82K +494 +38%
KHC
511
Koesten Hirschmann & Crabtree
Kansas
$266K -$23.9K -144 -7%
EBSAM
512
Eubel Brady & Suttman Asset Management
Ohio
$263K +$294K +1,769 New
FWP
513
FAS Wealth Partners
Kansas
$260K -$97.8K -589 -25%
SO
514
STRS Ohio
Ohio
$259K +$166 +1 +0.1%
PWP
515
Phillips Wealth Planners
Mississippi
$257K +$21.9K +132 +8%
GCM
516
Gallacher Capital Management
Colorado
$257K +$287K +1,728 New
FFM
517
Forum Financial Management
Illinois
$256K +$62.3K +375 +28%
AO
518
Advisor OS
Illinois
$256K -$84.5K -509 -23%
TNA
519
True North Advisors
Texas
$256K +$2.32K +14 +0.8%
LNWWM
520
Laird Norton Wetherby Wealth Management
California
$255K -$29.4K -177 -9%
QPW
521
Quantum Private Wealth
Florida
$255K
IA
522
Inspire Advisors
Idaho
$255K +$284K +1,710 New
RWM
523
Ritholtz Wealth Management
New York
$254K -$301K -1,816 -52%
HT
524
Headlands Technologies
Illinois
$254K +$283K +1,703 New
WC
525
Westerkirk Capital
$253K

JKHY Hedge Fund Activity: Q3 2025 in Review

734 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q3 2025, worth a combined $10.3B — down 18% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new JKHY positions and 84 closed out — a net gain of 26 holders — while 249 added to existing stakes and 272 trimmed.

The largest buyer was VanEck Associates, adding an estimated $175M. The largest seller was Morgan Stanley, cutting an estimated $465M.

  • 734 institutional investors held Jack Henry & Associates (JKHY) as of Q3 2025, up from 713 in Q2 2025.
  • Funds reported $10.3B of Jack Henry & Associates stock for Q3 2025, down 18% quarter-over-quarter.
  • 110 funds opened new Jack Henry & Associates positions in Q3 2025 and 84 closed out, a net change of +26 holders.
  • The largest Jack Henry & Associates buyer in Q3 2025 was VanEck Associates, an estimated $175M added.
  • The largest Jack Henry & Associates seller in Q3 2025 was Morgan Stanley, an estimated $465M sold.

Based on aggregated 13F filings for Q3 2025.