JKHY icon

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
HI
526
Horizon Investments
North Carolina
$238K
CAI
527
Capital Advisors Inc
Oklahoma
$237K
IWC
528
Integrated Wealth Concepts
Massachusetts
$235K
PA
529
Procyon Advisors
Connecticut
$235K
TWP
530
Tyche Wealth Partners
Texas
$232K
DAS
531
Dynamic Advisor Solutions
Arizona
$231K
Schroder Investment Management Group
532
Schroder Investment Management Group
United Kingdom
$229K
VT
533
Vise Technologies
New York
$229K
MGIA
534
Moneta Group Investment Advisors
Missouri
$225K
SMC
535
Smith, Moore & Co
Missouri
$224K
GI
536
Gradient Investments
Minnesota
$223K
NIM
537
NEOS Investment Management
Connecticut
$222K
AWM
538
AE Wealth Management
Kansas
$222K
PS
539
Principal Securities
Iowa
$222K
PWG
540
Portside Wealth Group
Utah
$220K
BP
541
Ballentine Partners
Massachusetts
$218K
EWA
542
EverSource Wealth Advisors
Alabama
$217K
BWL
543
Bogart Wealth LLC
Virginia
$216K
MAS
544
Meeder Advisory Services
Ohio
$215K
Carson Wealth (CWM LLC)
545
Carson Wealth (CWM LLC)
Nebraska
$215K
MAP
546
Moody Aldrich Partners
Massachusetts
$212K
BRWA
547
B. Riley Wealth Advisors
Florida
$209K
AWA
548
Aaron Wealth Advisors
Illinois
$209K
MSE
549
MUFG Securities EMEA
United Kingdom
$208K
TWM
550
Thrive Wealth Management
Pennsylvania
$207K