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Jack Henry & Associates

780 hedge funds and large institutions have $13.3B invested in Jack Henry & Associates in 2025 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 272 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:

4.93% more ownership

Funds ownership: 95.72%100.66% (+4.9%)

5% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 260

52% less call options, than puts

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

Holders
780
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
PTC
651
Private Trust Company
Ohio
$40.7K
OL
652
OneFund LLC
Florida
$38.9K
CAL
653
Capital Analysts LLC
Pennsylvania
$38K
SIM
654
Sentry Investment Management
Wisconsin
$37K
SAM
655
Smartleaf Asset Management
Massachusetts
$34.9K
VNA
656
Valley National Advisers
Pennsylvania
$32K
CT
657
Colonial Trust
South Carolina
$31.9K
LFG
658
Larson Financial Group
Missouri
$31.9K
VCM
659
Versant Capital Management
Arizona
$31.2K
BF
660
BOK Financial
Oklahoma
$28.8K
RFP
661
Root Financial Partners
California
$28.1K
OAJ
662
Ogorek Anthony Joseph
New York
$26K
TWC
663
TD Waterhouse Canada
Ontario, Canada
$24.1K
PWAM
664
Private Wealth Asset Management
Iowa
$23.9K
CH
665
Cromwell Holdings
Wyoming
$23.7K
WA
666
WPG Advisers
Maryland
$23K
RIL
667
Rothschild Investment LLC
Illinois
$23K
PWA
668
Physician Wealth Advisors
Utah
$21.4K
SAG
669
SageView Advisory Group
California
$21.4K
NIG
670
NFJ Investment Group
Texas
$21.4K
OP
671
ORG Partners
Indiana
$21.3K
AA
672
Ancora Advisors
Ohio
$21.2K
CA
673
Centerpoint Advisors
Massachusetts
$21K
CFO
674
CVA Family Office
Colorado
$20.8K
EPL
675
Essential Partners LLC
California
$20.3K