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Jack Henry & Associates

718 hedge funds and large institutions have $10.3B invested in Jack Henry & Associates in 2025 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 242 increasing their positions, 267 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

18% less capital invested

Capital invested by funds: $12.6B → $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
718
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.6M
Puts
$41.3M
Net Calls
Net Calls Change

Top Buyers

1 +$157M
2 +$54.3M
3 +$42.5M
4
JP Morgan Chase
JP Morgan Chase
New York
+$35.8M
5
Citadel Advisors
Citadel Advisors
Florida
+$31.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WANY
626
Wealthspire Advisors (New York)
New York
$18K
NIG
627
NFJ Investment Group
Texas
$17.4K
CA
628
Centerpoint Advisors
Massachusetts
$17K
CVM
629
Cheviot Value Management
California
$17K
AG
630
AmeriFlex Group
Nevada
$16.1K
PPC
631
Park Place Capital
Alabama
$15.5K
RFP
632
Root Financial Partners
California
$15.3K
OP
633
ORG Partners
Indiana
$15.3K
NS
634
NBC Securities
Alabama
$14.9K
DSC
635
Duncker Streett & Co
Missouri
$14.9K
RBI
636
Raiffeisen Bank International
Austria
$13K
PWA
637
Physician Wealth Advisors
Utah
$12.7K
NEWAS
638
N.E.W. Advisory Services
Wisconsin
$12.2K
CBT
639
Crews Bank & Trust
Florida
$11K
HWM
640
Hemington Wealth Management
Virginia
$10K
CTWM
641
Cherry Tree Wealth Management
Minnesota
$9.83K
WA
642
WPG Advisers
Maryland
$8.94K
JWA
643
JFS Wealth Advisors
Pennsylvania
$8.79K
PWMG
644
Prestige Wealth Management Group
New Jersey
$8.79K
YDMI
645
Y.D. More Investments
Israel
$8.34K
CFS
646
Compass Financial Services
Iowa
$8.22K
FMII
647
Farmers & Merchants Investments Inc
Nebraska
$7.3K
MA
648
MCF Advisors
Kentucky
$7K
GSWM
649
Golden State Wealth Management
California
$6.85K
EB
650
Eastern Bank
Massachusetts
$6.7K