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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
Fifth Third Bancorp
526
Fifth Third Bancorp
Ohio
$249K -$20.8K -125 -7%
NWWA
527
New Wave Wealth Advisors
Arkansas
$248K +$830 +5 +0.3%
CSPIA
528
Cary Street Partners Investment Advisory
Virginia
$247K -$4.98K -30 -2%
QEI
529
QSV Equity Investors
Illinois
$245K -$5.64K -34 -2%
WA
530
Waverly Advisors
Alabama
$244K +$6.64K +40 +3%
LCWP
531
Legacy Capital Wealth Partners
Arkansas
$243K
Bank Julius Baer & Co
532
Bank Julius Baer & Co
Switzerland
$243K -$248K -1,494 -48%
PFBT
533
Parkside Financial Bank & Trust
Missouri
$242K +$2.82K +17 +1%
VIM
534
Vinva Investment Management
Australia
$241K +$265K +1,596 New
HI
535
Horizon Investments
North Carolina
$238K +$76.7K +462 +41%
CAI
536
Capital Advisors Inc
Oklahoma
$237K -$1.33K -8 -0.5%
IWC
537
Integrated Wealth Concepts
Massachusetts
$235K -$113K -681 -30%
PA
538
Procyon Advisors
Connecticut
$235K -$6.14K -37 -2%
TWP
539
Tyche Wealth Partners
Texas
$232K +$2.66K +16 +1%
DAS
540
Dynamic Advisor Solutions
Arizona
$231K -$26.1K -157 -9%
Schroder Investment Management Group
541
Schroder Investment Management Group
United Kingdom
$229K +$5.31K +32 +2%
VT
542
Vise Technologies
New York
$229K -$317K -1,907 -55%
MGIA
543
Moneta Group Investment Advisors
Missouri
$225K -$139K -838 -36%
SMC
544
Smith, Moore & Co
Missouri
$224K -$15.6K -94 -6%
GI
545
Gradient Investments
Minnesota
$223K
NIM
546
NEOS Investment Management
Connecticut
$222K +$248K +1,492 New
AWM
547
AE Wealth Management
Kansas
$222K +$2.66K +16 +1%
PS
548
Principal Securities
Iowa
$222K -$332 -2 -0.1%
PWG
549
Portside Wealth Group
Utah
$220K -$22.9K -138 -9%
BP
550
Ballentine Partners
Massachusetts
$218K -$100K -603 -29%

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.