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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

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
AIM
701
Anchor Investment Management
South Carolina
$4.74K
GTAM
702
Global Trust Asset Management
Florida
$4.74K
W
703
WealthCollab
Washington
$4.43K
MFP
704
Meramec Financial Planners
Missouri
$4K
DAM
705
Delta Asset Management
Tennessee
$3.95K
RA
706
Rational Advisors
New York
$3.95K
WWM
707
Wolff Wiese Magana
California
$3.95K
JWM
708
JPL Wealth Management
Colorado
$3.79K
SGK
709
Steigerwald Gordon & Koch
Virginia
$3.63K
CSB
710
City State Bank
Iowa
$3.48K
JSAM
711
J. Safra Asset Management
New York
$3.48K
OC
712
Oakworth Capital
Alabama
$3.32K
CMA
713
Cedar Mountain Advisors
Oregon
$3.32K
GKIM
714
GW&K Investment Management
Massachusetts
$3K
SS
715
Sunbelt Securities
Texas
$2.85K
HWP
716
Highline Wealth Partners
California
$2.85K
MCM
717
MV Capital Management
Maryland
$2.69K
TFM
718
TFC Financial Management
Massachusetts
$2.53K
RS
719
Rakuten Securities
Japan
$2.37K
BCWM
720
Bartlett & Co Wealth Management
Ohio
$2.29K
WB
721
Webster Bank
Connecticut
$2.21K
GSEP
722
Golden State Equity Partners
California
$2.21K
LWM
723
Lodestone Wealth Management
Washington
$2.06K
DPW
724
DiNuzzo Private Wealth
Pennsylvania
$1.9K
SSG
725
Summit Securities Group
New York
$1.9K