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Jack Henry & Associates

768 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, 275 increasing their positions, 283 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.27% less ownership

Funds ownership: 100.66%100.39% (-0.27%)

1% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 110

3% less repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 283

2% less funds holding

Funds holding: 783768 (-15)

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
768
Holders Change
-15
Holders Change %
-1.92%
% of All Funds
9.45%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
109
Increased
275
Reduced
283
Closed
110
Calls
$3.52M
Puts
$4.99M
Net Calls
-$1.47M
Net Calls Change
+$6.84M
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
726
Bay Harbor Wealth Management
Maryland
$1.74K +$685 +4 +57%
SWM
727
SHP Wealth Management
Massachusetts
$1.74K +$1.2K +7 +175%
MCM
728
Manchester Capital Management
Vermont
$1.58K
FMP
729
Financial Management Professionals
Texas
$1.58K
VNT
730
Vanguard National Trust
Pennsylvania
$1.58K +$1.71K +10 New
IWS
731
Intentional Wealth Strategies
Colorado
$1.42K +$1.54K +9 New
TCM
732
TD Capital Management
Tennessee
$1.29K
FC
733
Financial Consulate
Maryland
$1.26K
KG
734
Kilter Group
New York
$1.26K +$1.37K +8 New
TM
735
Torren Management
California
$1.26K -$343 -2 -20%
MAS
736
MPWM Advisory Solutions
Georgia
$1.26K
WA
737
Whipplewood Advisors
Colorado
$1.26K +$1.37K +8 New
SIS
738
Sound Income Strategies
Florida
$1.25K
ADL
739
Asset Dedication LLC
California
$1.11K
PWMG
740
Private Wealth Management Group
New Jersey
$1.11K
QWM
741
Quaker Wealth Management
New Jersey
$1.11K
NAAA
742
New Age Alpha Advisors
New York
$1.11K -$626K -3,654 -100%
FCAS
743
First Command Advisory Services
Texas
$1.11K
HFS
744
Hughes Financial Services
Virginia
$1.11K +$171 +1 +17%
BLC
745
Brown, Lisle/Cummings
Rhode Island
$1.11K +$1.2K +7 New
RCM
746
Raleigh Capital Management
North Carolina
$1.11K +$1.2K +7 New
AW
747
Avion Wealth
Texas
$1K -$1.03K -6 -40%
RWM
748
Rialto Wealth Management
New York
$949 +$171 +1 +20%
IW
749
Imprint Wealth
South Carolina
$948
VWM
750
Vermillion Wealth Management
Minnesota
$948 +$1.03K +6 New

JKHY Hedge Fund Activity: Q1 2026 in Review

768 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q1 2026, worth a combined $11.4B — down 14% from $13.3B a quarter earlier.

Sellers outnumbered buyers: 110 funds closed out of JKHY and 109 opened new positions — a net loss of 1 holder — while 283 trimmed existing stakes and 275 added.

The largest buyer was Janus Henderson Group, adding an estimated $183M. The largest seller was Citadel Advisors, cutting an estimated $243M.

  • 768 institutional investors held Jack Henry & Associates (JKHY) as of Q1 2026, down from 783 in Q4 2025.
  • Funds reported $11.4B of Jack Henry & Associates stock for Q1 2026, down 14% quarter-over-quarter.
  • 109 funds opened new Jack Henry & Associates positions in Q1 2026 and 110 closed out, a net change of -1 holder.
  • The largest Jack Henry & Associates buyer in Q1 2026 was Janus Henderson Group, an estimated $183M added.
  • The largest Jack Henry & Associates seller in Q1 2026 was Citadel Advisors, an estimated $243M sold.

Based on aggregated 13F filings for Q1 2026.