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Jack Henry & Associates

764 hedge funds and large institutions have $11.4B invested in Jack Henry & Associates in 2026 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 274 increasing their positions, 281 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

14% less capital invested

Capital invested by funds: $13.3B → $11.4B (-$1.84B)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

29% less call options, than puts

Call options by funds: $3.52M | Put options by funds: $4.99M

Holders
764
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.52M
Puts
$4.99M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
651
Pinnacle Wealth Planning Services
Ohio
$21.1K
PWAM
652
Private Wealth Asset Management
Iowa
$20.7K
CFO
653
CVA Family Office
Colorado
$20.1K
BF
654
BOK Financial
Oklahoma
$19.8K
SAM
655
Smartleaf Asset Management
Massachusetts
$18.6K
PWA
656
Physician Wealth Advisors
Utah
$18K
CA
657
Centerpoint Advisors
Massachusetts
$18K
AA
658
Ancora Advisors
Ohio
$17.5K
EF
659
Entrust Financial
Pennsylvania
$17.1K
CVM
660
Cheviot Value Management
California
$16.8K
PPC
661
Park Place Capital
Alabama
$16.4K
BCM
662
Boreal Capital Management
Florida
$15.8K
WA
663
WPG Advisers
Maryland
$15.3K
AF
664
Align Financial
Minnesota
$13.6K
RBI
665
Raiffeisen Bank International
Austria
$13.5K
NEWAS
666
N.E.W. Advisory Services
Wisconsin
$13K
MAM
667
Marquette Asset Management
Minnesota
$12.5K
FHC
668
First Horizon Corporation
Tennessee
$12.3K
CBT
669
Crews Bank & Trust
Florida
$11.7K
RF
670
Rossby Financial
Florida
$11.7K
EWP
671
Elevation Wealth Partners
California
$10.1K
TFA
672
Transamerica Financial Advisors
Florida
$9.82K
AFC
673
Ares Financial Consulting
California
$8.87K
JWA
674
JFS Wealth Advisors
Pennsylvania
$8.85K
Simplex Trading
675
Simplex Trading
Illinois
$8.85K