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Jack Henry & Associates

731 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, 248 increasing their positions, 271 reducing their positions, and 84 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
731
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 +$175M
2 +$60.6M
3 +$47.4M
4
JP Morgan Chase
JP Morgan Chase
New York
+$39.9M
5
Citadel Advisors
Citadel Advisors
Florida
+$35.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
651
Hemington Wealth Management
Virginia
$10K
CTWM
652
Cherry Tree Wealth Management
Minnesota
$9.83K
WA
653
WPG Advisers
Maryland
$8.94K
JWA
654
JFS Wealth Advisors
Pennsylvania
$8.79K
PWMG
655
Prestige Wealth Management Group
New Jersey
$8.79K
YDMI
656
Y.D. More Investments
Israel
$8.34K
CFS
657
Compass Financial Services
Iowa
$8.22K
FMII
658
Farmers & Merchants Investments Inc
Nebraska
$7.3K
MA
659
MCF Advisors
Kentucky
$7K
GSWM
660
Golden State Wealth Management
California
$6.85K
EB
661
Eastern Bank
Massachusetts
$6.7K
PWMG
662
Private Wealth Management Group
New Jersey
$6.4K
BOJHT
663
Bank of Jackson Hole Trust
Wyoming
$6.11K
ST
664
Smithfield Trust
Pennsylvania
$6K
SA
665
SRH Advisors
Kansas
$5.81K
CMBA
666
C.M. Bidwell & Associates
Hawaii
$5.51K
PAM
667
Palisade Asset Management
Minnesota
$5.36K
BIA
668
Bell Investment Advisors
California
$5.21K
SCA
669
Stuart Chaussee & Associates
California
$5.06K
TH
670
TCTC Holdings
Texas
$4.92K
WWA
671
Wealth Watch Advisors
Colorado
$4.92K
AAS
672
Ameritas Advisory Services
Nebraska
$4.77K
SL
673
Salomon & Ludwin
Virginia
$4.68K
AIM
674
Anchor Investment Management
South Carolina
$4.47K
GTAM
675
Global Trust Asset Management
Florida
$4.47K