We are live on ! Find out more
JKHY icon

Jack Henry & Associates

716 hedge funds and large institutions have $12.6B invested in Jack Henry & Associates in 2025 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 272 increasing their positions, 252 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 63

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

8% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 252

3% more capital invested

Capital invested by funds: $12.3B → $12.6B (+$392M)

1% more funds holding

Funds holding: 711716 (+5)

0.39% less ownership

Funds ownership: 95.98%95.6% (-0.39%)

60% less call options, than puts

Call options by funds: $6.3M | Put options by funds: $15.6M

Holders
716
Holders Change
+5
Holders Change %
+0.7%
% of All Funds
9.6%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
83
Increased
272
Reduced
252
Closed
63
Calls
$6.3M
Puts
$15.6M
Net Calls
-$9.35M
Net Calls Change
-$6.51M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
651
Private Wealth Management Group
New Jersey
$9.5K
FMII
652
Farmers & Merchants Investments Inc
Nebraska
$8.95K
NCM
653
Northwest Capital Management
Oregon
$8.95K
MA
654
MCF Advisors
Kentucky
$8.58K -$524 -3 -6%
GSWM
655
Golden State Wealth Management
California
$7.49K
SA
656
SRH Advisors
Kansas
$7.12K
BOJHT
657
Bank of Jackson Hole Trust
Wyoming
$7.12K
ST
658
Smithfield Trust
Pennsylvania
$7K
CMBA
659
C.M. Bidwell & Associates
Hawaii
$6.76K
BIA
660
Bell Investment Advisors
California
$6.39K
SCA
661
Stuart Chaussee & Associates
California
$6.21K
MCM
662
MV Capital Management
Maryland
$6.03K
BIG
663
Brooklyn Investment Group
New York
$6.03K +$1.05K +6 +22%
ETS
664
ESL Trust Services
New York
$5.66K
BGAI
665
Bruce G. Allen Investments
Colorado
$5.66K +$873 +5 +19%
PSFG
666
Park Square Financial Group
Georgia
$5.48K +$5.24K +30 New
QL
667
Quarry LP
New York
$5.29K -$4.71K -27 -48%
SCB
668
Saudi Central Bank
Saudi Arabia
$5.29K +$5.06K +29 New
DAM
669
Delta Asset Management
Tennessee
$4.57K
WWM
670
Wolff Wiese Magana
California
$4.57K +$4.36K +25 New
BI
671
Binnacle Investments
Iowa
$3.83K +$3.67K +21 New
DJSG
672
D.J. St. Germain
Massachusetts
$3.65K +$3.49K +20 New
DF
673
Dunhill Financial
United Kingdom
$3.15K -$175 -1 -6%
CSB
674
City State Bank
Iowa
$3.1K
CWM
675
Crowley Wealth Management
Delaware
$2.74K

JKHY Hedge Fund Activity: Q1 2025 in Review

716 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q1 2025, worth a combined $12.6B — up 3.2% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new JKHY positions and 63 closed out — a net gain of 20 holders — while 272 added to existing stakes and 252 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $134M. The largest seller was JP Morgan Chase, cutting an estimated $78.7M.

  • 716 institutional investors held Jack Henry & Associates (JKHY) as of Q1 2025, up from 711 in Q4 2024.
  • Funds reported $12.6B of Jack Henry & Associates stock for Q1 2025, up 3.2% quarter-over-quarter.
  • 83 funds opened new Jack Henry & Associates positions in Q1 2025 and 63 closed out, a net change of +20 holders.
  • The largest Jack Henry & Associates buyer in Q1 2025 was Kayne Anderson Rudnick Investment Management, an estimated $134M added.
  • The largest Jack Henry & Associates seller in Q1 2025 was JP Morgan Chase, an estimated $78.7M sold.

Based on aggregated 13F filings for Q1 2025.