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Jack Henry & Associates

771 hedge funds and large institutions have $13.2B invested in Jack Henry & Associates in 2025 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 269 increasing their positions, 260 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

4.68% more ownership

Funds ownership: 95.7%100.38% (+4.7%)

3% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 260

52% less call options, than puts

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

Holders
771
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.54M
Puts
$15.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NWWA
526
New Wave Wealth Advisors
Arkansas
$304K
Credit Agricole
527
Credit Agricole
France
$303K
RWM
528
Ritholtz Wealth Management
New York
$302K
AFG
529
Atomi Financial Group
New York
$302K
SCA
530
Snowden Capital Advisors
New York
$299K
LCWP
531
Legacy Capital Wealth Partners
Arkansas
$298K
PWP
532
Phillips Wealth Planners
Mississippi
$297K
IAIM
533
International Assets Investment Management
Florida
$293K
CPCPP
534
Canada Post Corporation Pension Plan
Canada
$292K
Schroder Investment Management Group
535
Schroder Investment Management Group
United Kingdom
$291K
CAI
536
Capital Advisors Inc
Oklahoma
$290K
NG
537
Norden Group
Utah
$289K
EWA
538
EverSource Wealth Advisors
Alabama
$289K
EA
539
Everpar Advisors
Oklahoma
$285K
QEI
540
QSV Equity Investors
Illinois
$285K
BFM
541
Boothbay Fund Management
New York
$283K
AAP
542
Arax Advisory Partners
Colorado
$281K
SMA
543
Sage Mountain Advisors
Georgia
$277K
FFM
544
Forum Financial Management
Illinois
$275K
NIM
545
NEOS Investment Management
Connecticut
$275K
GI
546
Gradient Investments
Minnesota
$274K
FT
547
Fiduciary Trust
Massachusetts
$269K
CFP
548
Catalyst Financial Partners
Massachusetts
$268K
BWL
549
Bogart Wealth LLC
Virginia
$267K
AFT
550
Alpha Family Trust
California
$266K