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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
LNB
576
Ledyard National Bank
$232K +$212K +1,274 New
BAM
577
Belpointe Asset Management
Nevada
$229K +$209K +1,257 New
CL
578
Choreo LLC
Illinois
$226K +$204K +1,224 New
TWM
579
Trueblood Wealth Management
Ohio
$225K +$205K +1,233 New
SMC
580
Smith, Moore & Co
Missouri
$224K -$45.8K -275 -18%
PAG
581
Private Advisor Group
New Jersey
$222K -$646K -3,877 -76%
MFS
582
Mirabella Financial Services
United Kingdom
$222K +$203K +1,218 New
ATPW
583
Ashton Thomas Private Wealth
Arizona
$220K +$200K +1,203 New
AAM
584
Aureus Asset Management
Massachusetts
$218K +$199K +1,196 New
FMI
585
Frec Markets Inc
California
$218K +$199K +1,193 New
DWT
586
Dorsey & Whitney Trust
South Dakota
$216K +$197K +1,185 New
TWP
587
Tempus Wealth Planning
California
$215K +$197K +1,180 New
CWP
588
Cyndeo Wealth Partners
Florida
$215K +$196K +1,179 New
NWMG
589
National Wealth Management Group
Ohio
$212K +$194K +1,162 New
HT
590
Heritage Trust
Oklahoma
$210K +$192K +1,150 New
IWM
591
IHT Wealth Management
Illinois
$209K +$191K +1,148 New
PWP
592
Parkwoods Wealth Partners
New York
$209K +$191K +1,147 New
KCM
593
Kathmere Capital Management
Pennsylvania
$209K +$191K +1,146 New
MGIA
594
Moneta Group Investment Advisors
Missouri
$208K -$62.1K -373 -25%
PDL
595
Portfolio Design Labs
California
$207K +$189K +1,137 New
IWC
596
Integrated Wealth Concepts
Massachusetts
$206K -$74K -444 -28%
HPM
597
Hoxton Planning & Management
West Virginia
$203K +$185K +1,110 New
FFG
598
Floyd Financial Group
Missouri
$201K +$210K +1,262 New
EBA
599
Eagle Bay Advisors
New York
$201K +$183K +1,100 New
PCA
600
Pallas Capital Advisors
Massachusetts
$201K +$183K +1,099 New