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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
GT
526
Greenleaf Trust
Michigan
$310K +$283K +1,697 New
SC
527
Syon Capital
California
$310K +$283K +1,697 New
JSW
528
Journey Strategic Wealth
New Jersey
$309K +$282K +1,695 New
CNTOF
529
Canandaigua National Trust of Florida
New York
$309K +$282K +1,693 New
TWM
530
Thrive Wealth Management
Pennsylvania
$307K +$48.1K +289 +21%
CAM
531
Cresset Asset Management
Illinois
$306K -$22.3K -134 -7%
PA
532
Procyon Advisors
Connecticut
$305K +$15.8K +95 +6%
NWWA
533
New Wave Wealth Advisors
Arkansas
$304K +$500 +3 +0.2%
Credit Agricole
534
Credit Agricole
France
$303K -$1.89M -11,369 -87%
RWM
535
Ritholtz Wealth Management
New York
$302K -$8.16K -49 -3%
AFG
536
Atomi Financial Group
New York
$302K +$276K +1,654 New
SCA
537
Snowden Capital Advisors
New York
$299K -$147K -882 -35%
LCWP
538
Legacy Capital Wealth Partners
Arkansas
$298K
PWP
539
Phillips Wealth Planners
Mississippi
$297K -$27.3K -164 -9%
IAIM
540
International Assets Investment Management
Florida
$293K +$268K +1,606 New
CPCPP
541
Canada Post Corporation Pension Plan
Canada
$292K +$65K +390 +32%
Schroder Investment Management Group
542
Schroder Investment Management Group
United Kingdom
$291K +$12.8K +77 +5%
CAI
543
Capital Advisors Inc
Oklahoma
$290K
NG
544
Norden Group
Utah
$289K +$264K +1,586 New
EWA
545
EverSource Wealth Advisors
Alabama
$289K +$20.8K +125 +9%
EA
546
Everpar Advisors
Oklahoma
$285K -$92.3K -554 -26%
QEI
547
QSV Equity Investors
Illinois
$285K -$13.5K -81 -5%
BFM
548
Boothbay Fund Management
New York
$283K +$30.7K +184 +13%
AAP
549
Arax Advisory Partners
Colorado
$281K -$255K -1,533 -50%
SMA
550
Sage Mountain Advisors
Georgia
$277K +$253K +1,516 New