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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

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

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
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.52M
Puts
$4.99M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SOW
626
State of Wyoming
Wyoming
$68.1K
SWM
627
Spire Wealth Management
Virginia
$65.4K
HIIFS
628
Harel Insurance Investments & Financial Services
Israel
$63K
LSA
629
Leonteq Securities AG
Switzerland
$62.9K
LFG
630
Larson Financial Group
Missouri
$61K
CFD
631
Creative Financial Designs
Indiana
$58.8K
FNWA
632
Financial Network Wealth Advisors
Utah
$58.7K
HIA
633
Harbor Investment Advisory
Maryland
$56.3K
NONA
634
Ninety One North America
New York
$49.6K
Los Angeles Capital Management
635
Los Angeles Capital Management
California
$48.8K
CAL
636
Capital Advisors Ltd
Ohio
$45K
CSP
637
Cary Street Partners
Virginia
$43.3K
MPWT
638
MassMutual Private Wealth & Trust
Connecticut
$41.7K
SIC
639
SJS Investment Consulting
Ohio
$38.2K
HI
640
Harbour Investments
Wisconsin
$38K
QC
641
Quent Capital
New York
$37.4K
PTC
642
Private Trust Company
Ohio
$35.2K
WETS
643
Wealth Enhancement Trust Services
South Dakota
$31.8K
RFP
644
Root Financial Partners
California
$31.4K
OL
645
OneFund LLC
Florida
$30.8K
EP
646
Essential Partners
California
$29.1K
TWD
647
True Wealth Design
Ohio
$29.1K
VNA
648
Valley National Advisers
Pennsylvania
$28K
CT
649
Colonial Trust
South Carolina
$27.8K
CA
650
Clearstead Advisors
Ohio
$25.4K