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Jack Henry & Associates

734 hedge funds and large institutions have $10.3B invested in Jack Henry & Associates in 2025 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 249 increasing their positions, 272 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 84

3% more funds holding

Funds holding: 713734 (+21)

8% less repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 272

1.2% less ownership

Funds ownership: 96.95%95.75% (-1.2%)

18% less capital invested

Capital invested by funds: $12.7B → $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
734
Holders Change
+21
Holders Change %
+2.95%
% of All Funds
9.63%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
110
Increased
249
Reduced
272
Closed
84
Calls
$16.6M
Puts
$41.3M
Net Calls
-$24.7M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
RF
701
Rossby Financial
Florida
$1.61K +$1.83K +11 New
JFGIW
702
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.49K +$1.66K +10 New
FMP
703
Financial Management Professionals
Texas
$1.49K
TCM
704
TD Capital Management
Tennessee
$1.21K
VWA
705
Valued Wealth Advisors
Utah
$1.19K
MAS
706
MPWM Advisory Solutions
Georgia
$1.19K
PWA
707
Principia Wealth Advisory
Texas
$1.19K +$1.16K +7 +700%
ADL
708
Asset Dedication LLC
California
$1.04K
LIM
709
Longfellow Investment Management
Massachusetts
$1.04K
CCM
710
Cloud Capital Management
Washington
$1K +$1.83K +11 New
HFS
711
Hughes Financial Services
Virginia
$976 +$996 +6 New
LFG
712
Larson Financial Group
Missouri
$894 -$20.1K -121 -95%
RA
713
Rise Advisors
New York
$894 -$498 -3 -33%
SIC
714
SJS Investment Consulting
Ohio
$894 -$332 -2 -25%
Q1WB
715
Quest 10 Wealth Builders
Virginia
$894 +$996 +6 New
TIM
716
Tortoise Investment Management
New York
$745 -$498 -3 -38%
EWP
717
Elevation Wealth Partners
California
$745 +$830 +5 New
DF
718
Dunhill Financial
United Kingdom
$707
WSFS
719
Wilmington Savings Fund Society
Delaware
$596 -$20.3K -122 -97%
RWM
720
Rialto Wealth Management
New York
$596 +$166 +1 +33%
BHWM
721
Bay Harbor Wealth Management
Maryland
$595 +$166 +1 +33%
HIA
722
HFM Investment Advisors
New Jersey
$447 -$332 -2 -40%
MCM
723
Manchester Capital Management
Vermont
$447
WA
724
WestEnd Advisors
North Carolina
$298
SA
725
Seneschal Advisors
Washington
$298 +$332 +2 New

JKHY Hedge Fund Activity: Q3 2025 in Review

734 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q3 2025, worth a combined $10.3B — down 18% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new JKHY positions and 84 closed out — a net gain of 26 holders — while 249 added to existing stakes and 272 trimmed.

The largest buyer was VanEck Associates, adding an estimated $175M. The largest seller was Morgan Stanley, cutting an estimated $465M.

  • 734 institutional investors held Jack Henry & Associates (JKHY) as of Q3 2025, up from 713 in Q2 2025.
  • Funds reported $10.3B of Jack Henry & Associates stock for Q3 2025, down 18% quarter-over-quarter.
  • 110 funds opened new Jack Henry & Associates positions in Q3 2025 and 84 closed out, a net change of +26 holders.
  • The largest Jack Henry & Associates buyer in Q3 2025 was VanEck Associates, an estimated $175M added.
  • The largest Jack Henry & Associates seller in Q3 2025 was Morgan Stanley, an estimated $465M sold.

Based on aggregated 13F filings for Q3 2025.