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Jack Henry & Associates

783 hedge funds and large institutions have $13.3B invested in Jack Henry & Associates in 2025 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 272 increasing their positions, 261 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 96

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

28% more capital invested

Capital invested by funds: $10.3B → $13.3B (+$2.92B)

7% more funds holding

Funds holding: 734783 (+49)

4.91% more ownership

Funds ownership: 95.75%100.66% (+4.9%)

4% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 261

52% less call options, than puts

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

Holders
783
Holders Change
+49
Holders Change %
+6.68%
% of All Funds
9.52%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
160
Increased
272
Reduced
261
Closed
96
Calls
$7.54M
Puts
$15.8M
Net Calls
-$8.31M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
676
CVA Family Office
Colorado
$20.8K -$1.67K -10 -8%
EP
677
Essential Partners
California
$20.3K +$18.3K +110 +11,000%
EF
678
Entrust Financial
Pennsylvania
$20.3K +$18.5K +111 New
SSG
679
Summit Securities Group
New York
$19.5K -$3.33K -20 -16%
PWPS
680
Pinnacle Wealth Planning Services
Ohio
$19.1K +$17.5K +105 New
CVM
681
Cheviot Value Management
California
$19.1K -$666 -4 -4%
PPC
682
Park Place Capital
Alabama
$19K
DE
683
DV Equities
Illinois
$18.6K +$17K +102 New
BCM
684
Boreal Capital Management
Florida
$18.2K
DSC
685
Duncker Streett & Co
Missouri
$18.2K
TWD
686
True Wealth Design
Ohio
$15.9K +$9.5K +57 +190%
RBI
687
Raiffeisen Bank International
Austria
$15.9K
SS
688
SBI Securities
Japan
$15K -$9.16K -55 -40%
NEWAS
689
N.E.W. Advisory Services
Wisconsin
$15K
MAM
690
Marquette Asset Management
Minnesota
$14.4K +$9.33K +56 +243%
JWA
691
JFS Wealth Advisors
Pennsylvania
$13.9K +$2.83K +17 +29%
CBT
692
Crews Bank & Trust
Florida
$13.5K
EW
693
Elyxium Wealth
California
$13.1K +$12K +72 New
CPG
694
Cornerstone Planning Group
New Jersey
$12.8K +$7.16K +43 +154%
FHC
695
First Horizon Corporation
Tennessee
$12.2K -$13.5K -81 -55%
B
696
Bayban
Minnesota
$11.7K +$10.7K +64 New
CFS
697
Compass Financial Services
Iowa
$10.1K
CIAS
698
CBIZ Investment Advisory Services
Ohio
$10K +$4.17K +25 +83%
GSWM
699
Golden State Wealth Management
California
$9.7K +$1.17K +7 +15%
CTWM
700
Cherry Tree Wealth Management
Minnesota
$9.67K -$2.17K -13 -20%