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Jack Henry & Associates

731 hedge funds and large institutions have $10.3B invested in Jack Henry & Associates in 2025 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 248 increasing their positions, 271 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

18% less capital invested

Capital invested by funds: $12.6B → $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
731
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.6M
Puts
$41.3M
Net Calls
Net Calls Change

Top Buyers

1 +$175M
2 +$60.6M
3 +$47.4M
4
JP Morgan Chase
JP Morgan Chase
New York
+$39.9M
5
Citadel Advisors
Citadel Advisors
Florida
+$35.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FMP
701
Financial Management Professionals
Texas
$1.49K
TCM
702
TD Capital Management
Tennessee
$1.21K
VWA
703
Valued Wealth Advisors
Utah
$1.19K
MAS
704
MPWM Advisory Solutions
Georgia
$1.19K
PWA
705
Principia Wealth Advisory
Texas
$1.19K
ADL
706
Asset Dedication LLC
California
$1.04K
LIM
707
Longfellow Investment Management
Massachusetts
$1.04K
CCM
708
Cloud Capital Management
Washington
$1K
HFS
709
Hughes Financial Services
Virginia
$976
LFG
710
Larson Financial Group
Missouri
$894
RA
711
Rise Advisors
New York
$894
SIC
712
SJS Investment Consulting
Ohio
$894
Q1WB
713
Quest 10 Wealth Builders
Virginia
$894
TIM
714
Tortoise Investment Management
New York
$745
EWP
715
Elevation Wealth Partners
California
$745
DF
716
Dunhill Financial
United Kingdom
$707
WSFS
717
Wilmington Savings Fund Society
Delaware
$596
RWM
718
Rialto Wealth Management
New York
$596
BHWM
719
Bay Harbor Wealth Management
Maryland
$595
HIA
720
HFM Investment Advisors
New Jersey
$447
MCM
721
Manchester Capital Management
Vermont
$447
WA
722
WestEnd Advisors
North Carolina
$298
SA
723
Seneschal Advisors
Washington
$298
RS
724
Rakuten Securities
Japan
$149
SC
725
SouthState Corp
Florida
$149