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Jack Henry & Associates

768 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, 275 increasing their positions, 283 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.27% less ownership

Funds ownership: 100.66%100.39% (-0.27%)

1% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 110

3% less repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 283

2% less funds holding

Funds holding: 783768 (-15)

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
768
Holders Change
-15
Holders Change %
-1.92%
% of All Funds
9.45%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
109
Increased
275
Reduced
283
Closed
110
Calls
$3.52M
Puts
$4.99M
Net Calls
-$1.47M
Net Calls Change
+$6.84M
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
651
Rothschild Investment LLC
Illinois
$22.4K +$2.74K +16 +13%
OAJ
652
Ogorek Anthony Joseph
New York
$22K
KAS
653
Kemnay Advisory Services
New York
$21.8K +$23.6K +138 New
CH
654
Cromwell Holdings
Wyoming
$21.2K +$685 +4 +3%
PWPS
655
Pinnacle Wealth Planning Services
Ohio
$21.1K +$4.97K +29 +28%
PWAM
656
Private Wealth Asset Management
Iowa
$20.7K
CFO
657
CVA Family Office
Colorado
$20.1K +$2.23K +13 +11%
BF
658
BOK Financial
Oklahoma
$19.8K -$5.65K -33 -21%
SAM
659
Smartleaf Asset Management
Massachusetts
$18.6K -$12K -70 -37%
PWA
660
Physician Wealth Advisors
Utah
$18K -$514 -3 -3%
CA
661
Centerpoint Advisors
Massachusetts
$18K
AA
662
Ancora Advisors
Ohio
$17.5K -$856 -5 -4%
EF
663
Entrust Financial
Pennsylvania
$17.1K -$514 -3 -3%
CVM
664
Cheviot Value Management
California
$16.8K
PPC
665
Park Place Capital
Alabama
$16.4K
BCM
666
Boreal Capital Management
Florida
$15.8K
WA
667
WPG Advisers
Maryland
$15.3K -$4.97K -29 -23%
AF
668
Align Financial
Minnesota
$13.6K -$2.67M -15,607 -99%
RBI
669
Raiffeisen Bank International
Austria
$13.5K
NEWAS
670
N.E.W. Advisory Services
Wisconsin
$13K
MAM
671
Marquette Asset Management
Minnesota
$12.5K
FHC
672
First Horizon Corporation
Tennessee
$12.3K +$1.88K +11 +16%
CBT
673
Crews Bank & Trust
Florida
$11.7K
RF
674
Rossby Financial
Florida
$11.7K +$10.3K +60 +400%
EWP
675
Elevation Wealth Partners
California
$10.1K +$8.91K +52 +433%

JKHY Hedge Fund Activity: Q1 2026 in Review

768 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q1 2026, worth a combined $11.4B — down 14% from $13.3B a quarter earlier.

Sellers outnumbered buyers: 110 funds closed out of JKHY and 109 opened new positions — a net loss of 1 holder — while 283 trimmed existing stakes and 275 added.

The largest buyer was Janus Henderson Group, adding an estimated $183M. The largest seller was Citadel Advisors, cutting an estimated $243M.

  • 768 institutional investors held Jack Henry & Associates (JKHY) as of Q1 2026, down from 783 in Q4 2025.
  • Funds reported $11.4B of Jack Henry & Associates stock for Q1 2026, down 14% quarter-over-quarter.
  • 109 funds opened new Jack Henry & Associates positions in Q1 2026 and 110 closed out, a net change of -1 holder.
  • The largest Jack Henry & Associates buyer in Q1 2026 was Janus Henderson Group, an estimated $183M added.
  • The largest Jack Henry & Associates seller in Q1 2026 was Citadel Advisors, an estimated $243M sold.

Based on aggregated 13F filings for Q1 2026.