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Jack Henry & Associates

768 hedge funds and large institutions have $11.4B invested in Jack Henry & Associates in 2026 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 275 increasing their positions, 283 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.27% less ownership

Funds ownership: 100.66%100.39% (-0.27%)

1% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 110

3% less repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 283

2% less funds holding

Funds holding: 783768 (-15)

14% less capital invested

Capital invested by funds: $13.3B → $11.4B (-$1.84B)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

29% less call options, than puts

Call options by funds: $3.52M | Put options by funds: $4.99M

Holders
768
Holders Change
-15
Holders Change %
-1.92%
% of All Funds
9.45%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
109
Increased
275
Reduced
283
Closed
110
Calls
$3.52M
Puts
$4.99M
Net Calls
-$1.47M
Net Calls Change
+$6.84M
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
601
WhitTier Trust Company
Nevada
$124K -$7.02K -41 -5%
AIP
602
Ameritas Investment Partners
Nebraska
$102K
DWS
603
Dynamic Wealth Strategies
California
$102K -$35.5K -207 -24%
CIAM
604
Caitong International Asset Management
Hong Kong
$101K +$110K +642 New
QL
605
Quarry LP
New York
$99.2K +$39.6K +231 +58%
CFSG
606
Community Financial Services Group
Vermont
$95.9K +$106K +616 New
AUB
607
Atlantic Union Bankshares
Virginia
$91.7K +$12K +70 +14%
AF
608
Allworth Financial
California
$90.3K +$18.7K +109 +24%
ERSOT
609
Employees Retirement System of Texas
Texas
$89K
CI
610
CX Institutional
Indiana
$87K -$18.8K -110 -17%
BWA
611
Basecamp Wealth Advisors
Washington
$86.3K -$514 -3 -0.5%
C
612
Covestor
United Kingdom
$86K -$74.3K -434 -44%
CG
613
Curat Global
New Hampshire
$85.3K -$27.4K -160 -23%
Fidelity International
614
Fidelity International
Bermuda
$81.9K +$88.7K +518 New
TE
615
Tema ETFs
New York
$81.1K
ME
616
McIlrath & Eck
Washington
$79K
SDIC
617
South Dakota Investment Council
South Dakota
$79K
HPC
618
HM Payson & Co
Maine
$78.4K
BC
619
Bayforest Capital
United Kingdom
$76K -$92K -537 -53%
GAA
620
Global Assets Advisory
Florida
$75.5K +$81.9K +478 New
RWM
621
RMG Wealth Management
Wisconsin
$75.3K -$21.4K -125 -19%
BTI
622
Blue Trust Inc
Georgia
$73.8K -$8.56K -50 -10%
Bank Julius Baer & Co
623
Bank Julius Baer & Co
Switzerland
$73.5K -$107K -623 -57%
MG
624
Mather Group
Illinois
$69.1K +$74.8K +437 New
AGWCA
625
Annis Gardner Whiting Capital Advisors
Florida
$68.4K +$21.9K +128 +42%

JKHY Hedge Fund Activity: Q1 2026 in Review

768 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q1 2026, worth a combined $11.4B — down 14% from $13.3B a quarter earlier.

Sellers outnumbered buyers: 110 funds closed out of JKHY and 109 opened new positions — a net loss of 1 holder — while 283 trimmed existing stakes and 275 added.

The largest buyer was Janus Henderson Group, adding an estimated $183M. The largest seller was Citadel Advisors, cutting an estimated $243M.

  • 768 institutional investors held Jack Henry & Associates (JKHY) as of Q1 2026, down from 783 in Q4 2025.
  • Funds reported $11.4B of Jack Henry & Associates stock for Q1 2026, down 14% quarter-over-quarter.
  • 109 funds opened new Jack Henry & Associates positions in Q1 2026 and 110 closed out, a net change of -1 holder.
  • The largest Jack Henry & Associates buyer in Q1 2026 was Janus Henderson Group, an estimated $183M added.
  • The largest Jack Henry & Associates seller in Q1 2026 was Citadel Advisors, an estimated $243M sold.

Based on aggregated 13F filings for Q1 2026.