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Jack Henry & Associates

774 hedge funds and large institutions have $13.3B invested in Jack Henry & Associates in 2025 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 270 increasing their positions, 260 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

4.91% more ownership

Funds ownership: 95.7%100.6% (+4.9%)

4% more repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 260

52% less call options, than puts

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

Holders
774
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.54M
Puts
$15.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
651
Valley National Advisers
Pennsylvania
$32K
CT
652
Colonial Trust
South Carolina
$31.9K
LFG
653
Larson Financial Group
Missouri
$31.9K
VCM
654
Versant Capital Management
Arizona
$31.2K
BF
655
BOK Financial
Oklahoma
$28.8K
RFP
656
Root Financial Partners
California
$28.1K
OAJ
657
Ogorek Anthony Joseph
New York
$26K
TWC
658
TD Waterhouse Canada
Ontario, Canada
$24.1K
PWAM
659
Private Wealth Asset Management
Iowa
$23.9K
CH
660
Cromwell Holdings
Wyoming
$23.7K
WA
661
WPG Advisers
Maryland
$23K
RIL
662
Rothschild Investment LLC
Illinois
$23K
PWA
663
Physician Wealth Advisors
Utah
$21.4K
SAG
664
SageView Advisory Group
California
$21.4K
NIG
665
NFJ Investment Group
Texas
$21.4K
OP
666
ORG Partners
Indiana
$21.3K
AA
667
Ancora Advisors
Ohio
$21.2K
CA
668
Centerpoint Advisors
Massachusetts
$21K
CFO
669
CVA Family Office
Colorado
$20.8K
EF
670
Entrust Financial
Pennsylvania
$20.3K
SSG
671
Summit Securities Group
New York
$19.5K
PWPS
672
Pinnacle Wealth Planning Services
Ohio
$19.1K
CVM
673
Cheviot Value Management
California
$19.1K
PPC
674
Park Place Capital
Alabama
$19K
DE
675
DV Equities
Illinois
$18.6K