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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
DAM
701
Delta Asset Management
Tennessee
$3.95K
RA
702
Rational Advisors
New York
$3.95K
WWM
703
Wolff Wiese Magana
California
$3.95K
JWM
704
JPL Wealth Management
Colorado
$3.79K
SGK
705
Steigerwald Gordon & Koch
Virginia
$3.63K
JSAM
706
J. Safra Asset Management
New York
$3.48K
CSB
707
City State Bank
Iowa
$3.48K
OC
708
Oakworth Capital
Alabama
$3.32K
CMA
709
Cedar Mountain Advisors
Oregon
$3.32K
GKIM
710
GW&K Investment Management
Massachusetts
$3K
SS
711
Sunbelt Securities
Texas
$2.85K
HWP
712
Highline Wealth Partners
California
$2.85K
MCM
713
MV Capital Management
Maryland
$2.69K
TFM
714
TFC Financial Management
Massachusetts
$2.53K
RS
715
Rakuten Securities
Japan
$2.37K
BCWM
716
Bartlett & Co Wealth Management
Ohio
$2.29K
WB
717
Webster Bank
Connecticut
$2.21K
GSEP
718
Golden State Equity Partners
California
$2.21K
LWM
719
Lodestone Wealth Management
Washington
$2.06K
DPW
720
DiNuzzo Private Wealth
Pennsylvania
$1.9K
SSG
721
Summit Securities Group
New York
$1.9K
BHWM
722
Bay Harbor Wealth Management
Maryland
$1.74K
SWM
723
SHP Wealth Management
Massachusetts
$1.74K
MCM
724
Manchester Capital Management
Vermont
$1.58K
FMP
725
Financial Management Professionals
Texas
$1.58K