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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
RIL
651
Rothschild Investment LLC
Illinois
$22.4K
OAJ
652
Ogorek Anthony Joseph
New York
$22K
KAS
653
Kemnay Advisory Services
New York
$21.8K
CH
654
Cromwell Holdings
Wyoming
$21.2K
PWPS
655
Pinnacle Wealth Planning Services
Ohio
$21.1K
PWAM
656
Private Wealth Asset Management
Iowa
$20.7K
CFO
657
CVA Family Office
Colorado
$20.1K
BF
658
BOK Financial
Oklahoma
$19.8K
SAM
659
Smartleaf Asset Management
Massachusetts
$18.6K
PWA
660
Physician Wealth Advisors
Utah
$18K
CA
661
Centerpoint Advisors
Massachusetts
$18K
AA
662
Ancora Advisors
Ohio
$17.5K
EF
663
Entrust Financial
Pennsylvania
$17.1K
CVM
664
Cheviot Value Management
California
$16.8K
PPC
665
Park Place Capital
Alabama
$16.4K
BCM
666
Boreal Capital Management
Florida
$15.8K
WA
667
WPG Advisers
Maryland
$15.3K
AF
668
Align Financial
Minnesota
$13.6K
RBI
669
Raiffeisen Bank International
Austria
$13.5K
NEWAS
670
N.E.W. Advisory Services
Wisconsin
$13K
MAM
671
Marquette Asset Management
Minnesota
$12.5K
FHC
672
First Horizon Corporation
Tennessee
$12.3K
CBT
673
Crews Bank & Trust
Florida
$11.7K
RF
674
Rossby Financial
Florida
$11.7K
EWP
675
Elevation Wealth Partners
California
$10.1K