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Jack Henry & Associates

718 hedge funds and large institutions have $10.3B invested in Jack Henry & Associates in 2025 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 242 increasing their positions, 267 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

18% less capital invested

Capital invested by funds: $12.6B → $10.3B (-$2.3B)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

60% less call options, than puts

Call options by funds: $16.6M | Put options by funds: $41.3M

Holders
718
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.6M
Puts
$41.3M
Net Calls
Net Calls Change

Top Buyers

1 +$157M
2 +$54.3M
3 +$42.5M
4
JP Morgan Chase
JP Morgan Chase
New York
+$35.8M
5
Citadel Advisors
Citadel Advisors
Florida
+$31.9M
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
676
Rothschild Investment LLC
Illinois
$3.13K
RA
677
Rational Advisors
New York
$2.98K
IW
678
Imprint Wealth
South Carolina
$2.68K
CSB
679
City State Bank
Iowa
$2.53K
DWM
680
Dogwood Wealth Management
Kansas
$2.38K
HHMI
681
Howard Hughes Medical Institute
Maryland
$2.23K
CWM
682
Crowley Wealth Management
Delaware
$2.23K
WB
683
Webster Bank
Connecticut
$2.08K
GKIM
684
GW&K Investment Management
Massachusetts
$2K
DPW
685
DiNuzzo Private Wealth
Pennsylvania
$1.96K
RF
686
Rossby Financial
Florida
$1.61K
JFGIW
687
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.49K
FMP
688
Financial Management Professionals
Texas
$1.49K
TCM
689
TD Capital Management
Tennessee
$1.21K
VWA
690
Valued Wealth Advisors
Utah
$1.19K
MAS
691
MPWM Advisory Solutions
Georgia
$1.19K
LIM
692
Longfellow Investment Management
Massachusetts
$1.04K
ADL
693
Asset Dedication LLC
California
$1.04K
CCM
694
Cloud Capital Management
Washington
$1K
HFS
695
Hughes Financial Services
Virginia
$976
LFG
696
Larson Financial Group
Missouri
$894
RA
697
Rise Advisors
New York
$894
SIC
698
SJS Investment Consulting
Ohio
$894
Q1WB
699
Quest 10 Wealth Builders
Virginia
$894
TIM
700
Tortoise Investment Management
New York
$745