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Jack Henry & Associates

771 hedge funds and large institutions have $13.2B invested in Jack Henry & Associates in 2025 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 269 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:

4.68% more ownership

Funds ownership: 95.7%100.38% (+4.7%)

3% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 260

52% less call options, than puts

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

Holders
771
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
ATPW
576
Ashton Thomas Private Wealth
Arizona
$220K
AAM
577
Aureus Asset Management
Massachusetts
$218K
FMI
578
Frec Markets Inc
California
$218K
DWT
579
Dorsey & Whitney Trust
South Dakota
$216K
TWP
580
Tempus Wealth Planning
California
$215K
CWP
581
Cyndeo Wealth Partners
Florida
$215K
NWMG
582
National Wealth Management Group
Ohio
$212K
HT
583
Heritage Trust
Oklahoma
$210K
IWM
584
IHT Wealth Management
Illinois
$209K
PWP
585
Parkwoods Wealth Partners
New York
$209K
KCM
586
Kathmere Capital Management
Pennsylvania
$209K
MGIA
587
Moneta Group Investment Advisors
Missouri
$208K
PDL
588
Portfolio Design Labs
California
$207K
IWC
589
Integrated Wealth Concepts
Massachusetts
$206K
HPM
590
Hoxton Planning & Management
West Virginia
$203K
FFG
591
Floyd Financial Group
Missouri
$201K
EBA
592
Eagle Bay Advisors
New York
$201K
PCA
593
Pallas Capital Advisors
Massachusetts
$201K
Bank Julius Baer & Co
594
Bank Julius Baer & Co
Switzerland
$199K
BC
595
Bayforest Capital
United Kingdom
$186K
ACM
596
Aster Capital Management
United Arab Emirates
$185K
Walleye Capital
597
Walleye Capital
New York
$183K
C
598
Covestor
United Kingdom
$178K
BBHC
599
Brown Brothers Harriman & Co
New York
$172K
HNB
600
Hilltop National Bank
Wyoming
$157K