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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
DWM
676
Dogwood Wealth Management
Kansas
$8.69K
CTWM
677
Cherry Tree Wealth Management
Minnesota
$8.38K
SS
678
SBI Securities
Japan
$8.22K
GWM
679
Gilpin Wealth Management
Colorado
$7.9K
FMII
680
Farmers & Merchants Investments Inc
Nebraska
$7.74K
MA
681
MCF Advisors
Kentucky
$7.43K
BGAI
682
Bruce G. Allen Investments
Colorado
$7.43K
GSWM
683
Golden State Wealth Management
California
$7.32K
YDMI
684
Y.D. More Investments
Israel
$7.27K
CPG
685
Cornerstone Planning Group
New Jersey
$7.19K
PWMG
686
Prestige Wealth Management Group
New Jersey
$7.11K
S
687
Sachetta
Massachusetts
$7.11K
FFO
688
Fortitude Family Office
Arizona
$6.95K
BOJHT
689
Bank of Jackson Hole Trust
Wyoming
$6.48K
OCWP
690
Owl Creek Wealth Partners
Colorado
$6.32K
SA
691
SRH Advisors
Kansas
$6.16K
ST
692
Smithfield Trust
Pennsylvania
$6K
AIS
693
Advocate Investing Services
Maryland
$5.85K
CMBA
694
C.M. Bidwell & Associates
Hawaii
$5.85K
TPWA
695
Twin Peaks Wealth Advisors
California
$5.06K
CIAS
696
CBIZ Investment Advisory Services
Ohio
$4.74K
AIM
697
Anchor Investment Management
South Carolina
$4.74K
GTAM
698
Global Trust Asset Management
Florida
$4.74K
W
699
WealthCollab
Washington
$4.43K
MFP
700
Meramec Financial Planners
Missouri
$4K