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Jack Henry & Associates

716 hedge funds and large institutions have $12.6B invested in Jack Henry & Associates in 2025 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 272 increasing their positions, 252 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 63

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

8% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 252

3% more capital invested

Capital invested by funds: $12.3B → $12.6B (+$392M)

1% more funds holding

Funds holding: 711716 (+5)

0.39% less ownership

Funds ownership: 95.98%95.6% (-0.39%)

60% less call options, than puts

Call options by funds: $6.3M | Put options by funds: $15.6M

Holders
716
Holders Change
+5
Holders Change %
+0.7%
% of All Funds
9.6%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
83
Increased
272
Reduced
252
Closed
63
Calls
$6.3M
Puts
$15.6M
Net Calls
-$9.35M
Net Calls Change
-$6.51M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
601
Capital Advisors Ltd
Ohio
$48K +$2.09K +12 +5%
HI
602
Harbour Investments
Wisconsin
$46.2K +$2.27K +13 +5%
AssetMark Inc
603
AssetMark Inc
California
$45.6K +$26K +149 +148%
VNA
604
Valley National Advisers
Pennsylvania
$45K +$698 +4 +2%
CA
605
Clearstead Advisors
Ohio
$44.6K -$232K -1,329 -84%
CT
606
Colonial Trust
South Carolina
$43.8K -$175 -1 -0.4%
MCM
607
Manchester Capital Management
Vermont
$43.5K +$175 +1 +0.4%
QC
608
Quent Capital
New York
$41.6K +$175 +1 +0.4%
AF
609
Atala Financial
California
$41.5K
CAL
610
Capital Analysts LLC
Pennsylvania
$38K +$175 +1 +0.5%
CFB
611
Cullen/Frost Bankers
Texas
$37.6K +$36K +206 New
SIM
612
Sentry Investment Management
Wisconsin
$36K -$11K -63 -23%
GTAM
613
Global Trust Asset Management
Florida
$35.1K
AF
614
Allworth Financial
California
$34K +$2.44K +14 +8%
MPWT
615
MassMutual Private Wealth & Trust
Connecticut
$29.2K +$2.44K +14 +10%
AIM
616
Anchor Investment Management
South Carolina
$28.3K
PTC
617
Private Trust Company
Ohio
$26.5K -$2.09K -12 -8%
OAJ
618
Ogorek Anthony Joseph
New York
$26K
SSG
619
Summit Securities Group
New York
$25.9K +$24.8K +142 New
PWAM
620
Private Wealth Asset Management
Iowa
$24.8K +$23.7K +136 New
FFO
621
Fortitude Family Office
Arizona
$23.9K -$1.92K -11 -8%
WSFS
622
Wilmington Savings Fund Society
Delaware
$23.7K -$2.79K -16 -11%
CHC
623
City Holding Co
West Virginia
$23.6K +$22.5K +129 New
BF
624
BOK Financial
Oklahoma
$22.8K
WA
625
WPG Advisers
Maryland
$22.1K +$873 +5 +4%

JKHY Hedge Fund Activity: Q1 2025 in Review

716 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q1 2025, worth a combined $12.6B — up 3.2% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new JKHY positions and 63 closed out — a net gain of 20 holders — while 272 added to existing stakes and 252 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $134M. The largest seller was JP Morgan Chase, cutting an estimated $78.7M.

  • 716 institutional investors held Jack Henry & Associates (JKHY) as of Q1 2025, up from 711 in Q4 2024.
  • Funds reported $12.6B of Jack Henry & Associates stock for Q1 2025, up 3.2% quarter-over-quarter.
  • 83 funds opened new Jack Henry & Associates positions in Q1 2025 and 63 closed out, a net change of +20 holders.
  • The largest Jack Henry & Associates buyer in Q1 2025 was Kayne Anderson Rudnick Investment Management, an estimated $134M added.
  • The largest Jack Henry & Associates seller in Q1 2025 was JP Morgan Chase, an estimated $78.7M sold.

Based on aggregated 13F filings for Q1 2025.