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Jack Henry & Associates

783 hedge funds and large institutions have $13.3B invested in Jack Henry & Associates in 2025 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 272 increasing their positions, 261 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 96

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

28% more capital invested

Capital invested by funds: $10.3B → $13.3B (+$2.92B)

7% more funds holding

Funds holding: 734783 (+49)

4.91% more ownership

Funds ownership: 95.75%100.66% (+4.9%)

4% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 261

52% less call options, than puts

Call options by funds: $7.54M | Put options by funds: $15.8M

Holders
783
Holders Change
+49
Holders Change %
+6.68%
% of All Funds
9.53%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
160
Increased
272
Reduced
261
Closed
96
Calls
$7.54M
Puts
$15.8M
Net Calls
-$8.31M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
QC
651
Quent Capital
New York
$41.6K +$1K +6 +3%
UCB
652
United Community Bank
South Carolina
$40.9K +$37.3K +224 New
PTC
653
Private Trust Company
Ohio
$40.7K +$1.5K +9 +4%
OL
654
OneFund LLC
Florida
$38.9K +$1.67K +10 +5%
CAL
655
Capital Analysts LLC
Pennsylvania
$38K +$167 +1 +0.5%
SIM
656
Sentry Investment Management
Wisconsin
$37K
SAM
657
Smartleaf Asset Management
Massachusetts
$34.9K -$136K -819 -81%
VNA
658
Valley National Advisers
Pennsylvania
$32K +$1K +6 +3%
CT
659
Colonial Trust
South Carolina
$31.9K
LFG
660
Larson Financial Group
Missouri
$31.9K +$28.2K +169 +2,817%
VCM
661
Versant Capital Management
Arizona
$31.2K +$7.33K +44 +35%
BF
662
BOK Financial
Oklahoma
$28.8K
RFP
663
Root Financial Partners
California
$28.1K +$8.5K +51 +50%
OAJ
664
Ogorek Anthony Joseph
New York
$26K
TWC
665
TD Waterhouse Canada
Ontario, Canada
$24.1K -$666 -4 -3%
PWAM
666
Private Wealth Asset Management
Iowa
$23.9K
CH
667
Cromwell Holdings
Wyoming
$23.7K
WA
668
WPG Advisers
Maryland
$23K +$11K +66 +110%
RIL
669
Rothschild Investment LLC
Illinois
$23K +$17.5K +105 +500%
PWA
670
Physician Wealth Advisors
Utah
$21.4K +$5.33K +32 +38%
SAG
671
SageView Advisory Group
California
$21.4K +$19.5K +117 New
NIG
672
NFJ Investment Group
Texas
$21.4K
OP
673
ORG Partners
Indiana
$21.3K +$2.33K +14 +14%
AA
674
Ancora Advisors
Ohio
$21.2K +$19.2K +115 +11,500%
CA
675
Centerpoint Advisors
Massachusetts
$21K