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Jack Henry & Associates

775 hedge funds and large institutions have $13.3B invested in Jack Henry & Associates in 2025 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 270 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:

4.91% more ownership

Funds ownership: 95.71%100.62% (+4.9%)

4% more repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 260

52% less call options, than puts

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

Holders
775
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
BWL
551
Bogart Wealth LLC
Virginia
$267K
AFT
552
Alpha Family Trust
California
$266K
MAP
553
Moody Aldrich Partners
Massachusetts
$259K
SCM
554
Shelton Capital Management
Colorado
$258K
DE
555
Diversified Enterprises
Delaware
$258K
IA
556
IFP Advisors
Florida
$255K
A
557
AlphaQuest
New York
$253K
DAS
558
Dynamic Advisor Solutions
Arizona
$251K
Bessemer Group
559
Bessemer Group
New Jersey
$251K
PFW
560
Petros Family Wealth
Minnesota
$251K
FWIA
561
Fort Washington Investment Advisors
Ohio
$250K
CAG
562
Crestwood Advisors Group
Massachusetts
$246K
RSWM
563
Robertson Stephens Wealth Management
California
$245K
SAM
564
Sompo Asset Management
Japan
$245K
TP
565
TritonPoint Partners
Maryland
$244K
CCM
566
Charter Capital Management
Wisconsin
$243K
HIP
567
HUB Investment Partners
Texas
$241K
TCM
568
TruNorth Capital Management
Michigan
$240K
SWA
569
SFMG Wealth Advisors
Texas
$236K
PFM
570
Patton Fund Management
Texas
$234K
LNB
571
Ledyard National Bank
$232K
BAM
572
Belpointe Asset Management
Nevada
$229K
CL
573
Choreo LLC
Illinois
$226K
TWM
574
Trueblood Wealth Management
Ohio
$225K
SMC
575
Smith, Moore & Co
Missouri
$224K