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Jack Henry & Associates

724 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, 245 increasing their positions, 270 reducing their positions, and 82 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 (-$2.31B)

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
724
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 +$157M
2 +$54.3M
3 +$42.5M
4
JP Morgan Chase
JP Morgan Chase
New York
+$35.8M
5
Citadel Advisors
Citadel Advisors
Florida
+$31.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
701
Cloud Capital Management
Washington
$1K
HFS
702
Hughes Financial Services
Virginia
$976
LFG
703
Larson Financial Group
Missouri
$894
RA
704
Rise Advisors
New York
$894
SIC
705
SJS Investment Consulting
Ohio
$894
Q1WB
706
Quest 10 Wealth Builders
Virginia
$894
TIM
707
Tortoise Investment Management
New York
$745
EWP
708
Elevation Wealth Partners
California
$745
DF
709
Dunhill Financial
United Kingdom
$707
WSFS
710
Wilmington Savings Fund Society
Delaware
$596
RWM
711
Rialto Wealth Management
New York
$596
BHWM
712
Bay Harbor Wealth Management
Maryland
$595
HIA
713
HFM Investment Advisors
New Jersey
$447
MCM
714
Manchester Capital Management
Vermont
$447
WA
715
WestEnd Advisors
North Carolina
$298
SA
716
Seneschal Advisors
Washington
$298
RS
717
Rakuten Securities
Japan
$149
SC
718
SouthState Corp
Florida
$149
ACA
719
American Capital Advisory
Idaho
$149
TFM
720
TFC Financial Management
Massachusetts
$149
AA
721
Ancora Advisors
Ohio
$149
AWM
722
Activest Wealth Management
Florida
$149
NC
723
North Capital
Utah
$149
Norges Bank
724
Norges Bank
Norway
Artisan Partners
725
Artisan Partners
Wisconsin