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Jack Henry & Associates

783 hedge funds and large institutions have $13.3B invested in Jack Henry & Associates in 2025 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 272 increasing their positions, 261 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 96

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

28% more capital invested

Capital invested by funds: $10.3B → $13.3B (+$2.92B)

7% more funds holding

Funds holding: 734783 (+49)

4.91% more ownership

Funds ownership: 95.75%100.66% (+4.9%)

4% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 261

52% less call options, than puts

Call options by funds: $7.54M | Put options by funds: $15.8M

Holders
783
Holders Change
+49
Holders Change %
+6.68%
% of All Funds
9.53%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
160
Increased
272
Reduced
261
Closed
96
Calls
$7.54M
Puts
$15.8M
Net Calls
-$8.31M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MFP
726
Meramec Financial Planners
Missouri
$4.51K +$4.33K +26 New
SGK
727
Steigerwald Gordon & Koch
Virginia
$4.2K +$3.83K +23 New
FFO
728
Fortitude Family Office
Arizona
$4.01K +$167 +1 +5%
CSB
729
City State Bank
Iowa
$4.01K +$833 +5 +29%
JSAM
730
J. Safra Asset Management
New York
$4.01K +$3.67K +22 New
GKIM
731
GW&K Investment Management
Massachusetts
$4K +$666 +4 +25%
SC
732
SouthState Corp
Florida
$3.83K +$3.33K +20 +2,000%
OC
733
Oakworth Capital
Alabama
$3.83K +$3.5K +21 New
MCM
734
MV Capital Management
Maryland
$3.47K -$666 -4 -17%
SS
735
Sunbelt Securities
Texas
$3.1K +$2.83K +17 New
RS
736
Rakuten Securities
Japan
$2.92K +$2.5K +15 +1,500%
HHMI
737
Howard Hughes Medical Institute
Maryland
$2.74K
RF
738
Rossby Financial
Florida
$2.74K +$666 +4 +36%
WB
739
Webster Bank
Connecticut
$2.56K
PP
740
Paladin Partners
Wisconsin
$2.56K +$2.33K +14 New
BFS
741
Bare Financial Services
Pennsylvania
$2.37K +$2.17K +13 New
LWM
742
Lodestone Wealth Management
Washington
$2.37K +$2.17K +13 New
DPW
743
DiNuzzo Private Wealth
Pennsylvania
$2.19K
EWP
744
Elevation Wealth Partners
California
$2.19K +$1.17K +7 +140%
CIA
745
Cape Investment Advisory
Georgia
$2.01K
RFA
746
Reyes Financial Architecture
California
$2.01K +$1.83K +11 New
IIM
747
IFC & Insurance Marketing
California
$2K +$1.5K +9 New
AW
748
Avion Wealth
Texas
$2K +$2K +12 +400%
FMP
749
Financial Management Professionals
Texas
$1.82K
MCM
750
Manchester Capital Management
Vermont
$1.82K +$1.17K +7 +233%