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Jack Henry & Associates

783 hedge funds and large institutions have $13.3B invested in Jack Henry & Associates in 2025 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 272 increasing their positions, 261 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 96

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

28% more capital invested

Capital invested by funds: $10.3B → $13.3B (+$2.92B)

7% more funds holding

Funds holding: 734783 (+49)

4.91% more ownership

Funds ownership: 95.75%100.66% (+4.9%)

4% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 261

52% less call options, than puts

Call options by funds: $7.54M | Put options by funds: $15.8M

Holders
783
Holders Change
+49
Holders Change %
+6.68%
% of All Funds
9.52%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
160
Increased
272
Reduced
261
Closed
96
Calls
$7.54M
Puts
$15.8M
Net Calls
-$8.31M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
501
Cary Street Partners Investment Advisory
Virginia
$341K +$35.2K +211 +13%
AO
502
Advisor OS
Illinois
$336K +$20.8K +125 +7%
CRC
503
Curi RMB Capital
Illinois
$336K -$241K -1,444 -44%
CWM
504
Calamos Wealth Management
Illinois
$335K +$306K +1,837 New
MMA
505
Miracle Mile Advisors
California
$333K +$304K +1,825 New
PMG
506
Private Management Group
California
$332K -$3.33K -20 -1%
VSQM
507
V-Square Quantitative Management
Illinois
$331K +$303K +1,816 New
DO
508
denkapparat Operations
Germany
$331K +$302K +1,814 New
AWA
509
Arkadios Wealth Advisors
Georgia
$328K +$300K +1,799 New
SAM
510
Strategy Asset Managers
California
$328K -$22.3K -134 -7%
DCM
511
DGS Capital Management
New Jersey
$328K +$299K +1,795 New
KHC
512
Koesten Hirschmann & Crabtree
Kansas
$326K +$333 +2 +0.1%
PS
513
Principal Securities
Iowa
$325K +$48.5K +291 +20%
EBSAM
514
Eubel Brady & Suttman Asset Management
Ohio
$323K +$167 +1 +0.1%
RC
515
Rovin Capital
Arizona
$318K +$290K +1,740 New
SO
516
STRS Ohio
Ohio
$317K +$500 +3 +0.2%
TNA
517
True North Advisors
Texas
$316K +$2.17K +13 +0.8%
BP
518
Ballentine Partners
Massachusetts
$315K +$43.3K +260 +18%
GPW
519
Genesis Private Wealth
Virginia
$314K +$287K +1,723 New
HWM
520
HB Wealth Management
Georgia
$313K +$286K +1,714 New
DS
521
DRW Securities
Illinois
$313K +$286K +1,714 New
MFG
522
Merit Financial Group
Georgia
$312K +$285K +1,711 New
GCM
523
Gallacher Capital Management
Colorado
$312K -$3K -18 -1%
CPIG
524
Chicago Partners Investment Group
Illinois
$311K -$12.5K -75 -4%
WC
525
Westerkirk Capital
$310K