JKHY icon

Jack Henry & Associates

724 hedge funds and large institutions have $10.3B invested in Jack Henry & Associates in 2025 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 245 increasing their positions, 270 reducing their positions, and 82 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 (-$2.31B)

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
724
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
TWC
626
TD Waterhouse Canada
Ontario, Canada
$19.9K
PWAM
627
Private Wealth Asset Management
Iowa
$19.5K
CH
628
Cromwell Holdings
Wyoming
$19.4K
VCM
629
Versant Capital Management
Arizona
$18.9K
SSG
630
Summit Securities Group
New York
$18.9K
CFO
631
CVA Family Office
Colorado
$18.5K
WANY
632
Wealthspire Advisors (New York)
New York
$18K
NIG
633
NFJ Investment Group
Texas
$17.4K
CA
634
Centerpoint Advisors
Massachusetts
$17K
CVM
635
Cheviot Value Management
California
$17K
AG
636
AmeriFlex Group
Nevada
$16.1K
PPC
637
Park Place Capital
Alabama
$15.5K
RFP
638
Root Financial Partners
California
$15.3K
OP
639
ORG Partners
Indiana
$15.3K
DSC
640
Duncker Streett & Co
Missouri
$14.9K
NS
641
NBC Securities
Alabama
$14.9K
RBI
642
Raiffeisen Bank International
Austria
$13K
PWA
643
Physician Wealth Advisors
Utah
$12.7K
NEWAS
644
N.E.W. Advisory Services
Wisconsin
$12.2K
CBT
645
Crews Bank & Trust
Florida
$11K
HWM
646
Hemington Wealth Management
Virginia
$10K
CTWM
647
Cherry Tree Wealth Management
Minnesota
$9.83K
WA
648
WPG Advisers
Maryland
$8.94K
JWA
649
JFS Wealth Advisors
Pennsylvania
$8.79K
PWMG
650
Prestige Wealth Management Group
New Jersey
$8.79K