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Jack Henry & Associates

724 hedge funds and large institutions have $10.3B invested in Jack Henry & Associates in 2025 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 245 increasing their positions, 270 reducing their positions, and 82 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 (-$2.31B)

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
724
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
LCWP
526
Legacy Capital Wealth Partners
Arkansas
$243K
Bank Julius Baer & Co
527
Bank Julius Baer & Co
Switzerland
$243K
PFBT
528
Parkside Financial Bank & Trust
Missouri
$242K
VIM
529
Vinva Investment Management
Australia
$241K
HI
530
Horizon Investments
North Carolina
$238K
CAI
531
Capital Advisors Inc
Oklahoma
$237K
IWC
532
Integrated Wealth Concepts
Massachusetts
$235K
PA
533
Procyon Advisors
Connecticut
$235K
TWP
534
Tyche Wealth Partners
Texas
$232K
DAS
535
Dynamic Advisor Solutions
Arizona
$231K
Schroder Investment Management Group
536
Schroder Investment Management Group
United Kingdom
$229K
VT
537
Vise Technologies
New York
$229K
MGIA
538
Moneta Group Investment Advisors
Missouri
$225K
SMC
539
Smith, Moore & Co
Missouri
$224K
GI
540
Gradient Investments
Minnesota
$223K
NIM
541
NEOS Investment Management
Connecticut
$222K
AWM
542
AE Wealth Management
Kansas
$222K
PS
543
Principal Securities
Iowa
$222K
PWG
544
Portside Wealth Group
Utah
$220K
BP
545
Ballentine Partners
Massachusetts
$218K
EWA
546
EverSource Wealth Advisors
Alabama
$217K
BWL
547
Bogart Wealth LLC
Virginia
$216K
MAS
548
Meeder Advisory Services
Ohio
$215K
Carson Wealth (CWM LLC)
549
Carson Wealth (CWM LLC)
Nebraska
$215K
MAP
550
Moody Aldrich Partners
Massachusetts
$212K