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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
FFM
551
Forum Financial Management
Illinois
$275K -$35.5K -213 -12%
NIM
552
NEOS Investment Management
Connecticut
$275K +$2.5K +15 +1%
GI
553
Gradient Investments
Minnesota
$274K
FT
554
Fiduciary Trust
Massachusetts
$269K +$246K +1,474 New
CFP
555
Catalyst Financial Partners
Massachusetts
$268K +$245K +1,470 New
BWL
556
Bogart Wealth LLC
Virginia
$267K +$1.5K +9 +0.6%
AFT
557
Alpha Family Trust
California
$266K +$243K +1,460 New
MAP
558
Moody Aldrich Partners
Massachusetts
$259K -$500 -3 -0.2%
SCM
559
Shelton Capital Management
Colorado
$258K -$333K -2,000 -59%
DE
560
Diversified Enterprises
Delaware
$258K -$188K -1,131 -44%
IA
561
IFP Advisors
Florida
$255K -$120K -721 -34%
A
562
AlphaQuest
New York
$253K +$178K +1,070 +336%
DAS
563
Dynamic Advisor Solutions
Arizona
$251K -$28.3K -170 -11%
Bessemer Group
564
Bessemer Group
New Jersey
$251K +$4K +24 +2%
PFW
565
Petros Family Wealth
Minnesota
$251K +$229K +1,373 New
FWIA
566
Fort Washington Investment Advisors
Ohio
$250K +$228K +1,369 New
CAG
567
Crestwood Advisors Group
Massachusetts
$246K +$224K +1,347 New
RSWM
568
Robertson Stephens Wealth Management
California
$245K +$223K +1,340 New
SAM
569
Sompo Asset Management
Japan
$245K +$223K +1,340 New
TP
570
TritonPoint Partners
Maryland
$244K +$223K +1,336 New
CCM
571
Charter Capital Management
Wisconsin
$243K +$222K +1,334 New
HIP
572
HUB Investment Partners
Texas
$241K +$220K +1,323 New
TCM
573
TruNorth Capital Management
Michigan
$240K +$219K +1,316 New
SWA
574
SFMG Wealth Advisors
Texas
$236K +$215K +1,293 New
PFM
575
Patton Fund Management
Texas
$234K +$213K +1,281 New