We are live on ! Find out more
JKHY icon

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

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
768
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
TFA
676
Transamerica Financial Advisors
Florida
$9.82K
AFC
677
Ares Financial Consulting
California
$8.87K
JWA
678
JFS Wealth Advisors
Pennsylvania
$8.85K
Simplex Trading
679
Simplex Trading
Illinois
$8.85K
DWM
680
Dogwood Wealth Management
Kansas
$8.69K
CTWM
681
Cherry Tree Wealth Management
Minnesota
$8.38K
SS
682
SBI Securities
Japan
$8.22K
GWM
683
Gilpin Wealth Management
Colorado
$7.9K
FMII
684
Farmers & Merchants Investments Inc
Nebraska
$7.74K
BGAI
685
Bruce G. Allen Investments
Colorado
$7.43K
MA
686
MCF Advisors
Kentucky
$7.43K
GSWM
687
Golden State Wealth Management
California
$7.32K
YDMI
688
Y.D. More Investments
Israel
$7.27K
CPG
689
Cornerstone Planning Group
New Jersey
$7.19K
PWMG
690
Prestige Wealth Management Group
New Jersey
$7.11K
S
691
Sachetta
Massachusetts
$7.11K
FFO
692
Fortitude Family Office
Arizona
$6.95K
BOJHT
693
Bank of Jackson Hole Trust
Wyoming
$6.48K
OCWP
694
Owl Creek Wealth Partners
Colorado
$6.32K
SA
695
SRH Advisors
Kansas
$6.16K
ST
696
Smithfield Trust
Pennsylvania
$6K
AIS
697
Advocate Investing Services
Maryland
$5.85K
CMBA
698
C.M. Bidwell & Associates
Hawaii
$5.85K
TPWA
699
Twin Peaks Wealth Advisors
California
$5.06K
CIAS
700
CBIZ Investment Advisory Services
Ohio
$4.74K