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Jack Henry & Associates

734 hedge funds and large institutions have $10.3B invested in Jack Henry & Associates in 2025 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 249 increasing their positions, 272 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 84

3% more funds holding

Funds holding: 713734 (+21)

8% less repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 272

1.2% less ownership

Funds ownership: 96.95%95.75% (-1.2%)

18% less capital invested

Capital invested by funds: $12.7B → $10.3B (-$2.3B)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

60% less call options, than puts

Call options by funds: $16.6M | Put options by funds: $41.3M

Holders
734
Holders Change
+21
Holders Change %
+2.95%
% of All Funds
9.63%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
110
Increased
249
Reduced
272
Closed
84
Calls
$16.6M
Puts
$41.3M
Net Calls
-$24.7M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
601
Spire Wealth Management
Virginia
$64.9K -$830 -5 -1%
MTIC
602
Missouri Trust & Investment Company
Missouri
$59.9K +$15.3K +92 +30%
AGWCA
603
Annis Gardner Whiting Capital Advisors
Florida
$58.8K +$51.3K +309 +359%
FNWA
604
Financial Network Wealth Advisors
Utah
$56.8K +$5.31K +32 +9%
CFD
605
Creative Financial Designs
Indiana
$55.1K +$166 +1 +0.3%
HIA
606
Harbor Investment Advisory
Maryland
$52.1K
A
607
AlphaQuest
New York
$47.4K +$52.6K +317 +31,700%
SC
608
Steph & Co
Wisconsin
$46.3K +$4.65K +28 +10%
Federated Hermes
609
Federated Hermes
Pennsylvania
$46.3K +$51.6K +311 New
GIA
610
GHP Investment Advisors
Colorado
$46.2K +$51.5K +310 New
HI
611
Harbour Investments
Wisconsin
$45.8K +$6.64K +40 +15%
MIFH
612
Migdal Insurance & Financial Holdings
Israel
$44K +$49.3K +297 New
CSP
613
Cary Street Partners
Virginia
$38.7K -$3.49K -21 -7%
QCG
614
Quadrant Capital Group
Ohio
$37.2K -$306K -1,845 -88%
AF
615
Allworth Financial
California
$36.8K +$5.15K +31 +14%
CAL
616
Capital Advisors Ltd
Ohio
$35K -$1.66K -10 -4%
CI
617
CX Institutional
Indiana
$34K -$172K -1,035 -82%
QC
618
Quent Capital
New York
$33.1K +$36.9K +222 New
PTC
619
Private Trust Company
Ohio
$31.9K -$332 -2 -0.9%
CAL
620
Capital Analysts LLC
Pennsylvania
$31K
OL
621
OneFund LLC
Florida
$30.2K +$1.49K +9 +5%
SIM
622
Sentry Investment Management
Wisconsin
$30K -$1.33K -8 -4%
CIAM
623
Caitong International Asset Management
Hong Kong
$29.8K +$32.4K +195 +3,900%
CA
624
Clearstead Advisors
Ohio
$29.5K -$17.9K -108 -35%
CT
625
Colonial Trust
South Carolina
$26.1K +$332 +2 +1%

JKHY Hedge Fund Activity: Q3 2025 in Review

734 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q3 2025, worth a combined $10.3B — down 18% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new JKHY positions and 84 closed out — a net gain of 26 holders — while 249 added to existing stakes and 272 trimmed.

The largest buyer was VanEck Associates, adding an estimated $175M. The largest seller was Morgan Stanley, cutting an estimated $465M.

  • 734 institutional investors held Jack Henry & Associates (JKHY) as of Q3 2025, up from 713 in Q2 2025.
  • Funds reported $10.3B of Jack Henry & Associates stock for Q3 2025, down 18% quarter-over-quarter.
  • 110 funds opened new Jack Henry & Associates positions in Q3 2025 and 84 closed out, a net change of +26 holders.
  • The largest Jack Henry & Associates buyer in Q3 2025 was VanEck Associates, an estimated $175M added.
  • The largest Jack Henry & Associates seller in Q3 2025 was Morgan Stanley, an estimated $465M sold.

Based on aggregated 13F filings for Q3 2025.