We are live on ! Find out more
JKHY icon

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
TM
751
Torren Management
California
$1.82K +$1.67K +10 New
CFG
752
Clayton Financial Group
Missouri
$1.64K +$1.5K +9 New
SIS
753
Sound Income Strategies
Florida
$1.52K +$1.33K +8 New
TCM
754
TD Capital Management
Tennessee
$1.48K
MAS
755
MPWM Advisory Solutions
Georgia
$1.46K
FC
756
Financial Consulate
Maryland
$1.46K +$1.33K +8 New
PWMG
757
Private Wealth Management Group
New Jersey
$1.28K -$6K -36 -84%
ADL
758
Asset Dedication LLC
California
$1.28K
ACA
759
American Capital Advisory
Idaho
$1.28K +$1K +6 +600%
QWM
760
Quaker Wealth Management
New Jersey
$1.28K +$1.17K +7 New
PWA
761
Principia Wealth Advisory
Texas
$1.28K -$167 -1 -13%
BHWM
762
Bay Harbor Wealth Management
Maryland
$1.28K +$500 +3 +75%
FCAS
763
First Command Advisory Services
Texas
$1.28K +$1.17K +7 New
DF
764
Dunhill Financial
United Kingdom
$1.22K +$333 +2 +40%
IW
765
Imprint Wealth
South Carolina
$1.09K -$2K -12 -67%
HFS
766
Hughes Financial Services
Virginia
$1.09K
SIC
767
SJS Investment Consulting
Ohio
$1.09K
WW
768
Winnow Wealth
Texas
$915 +$833 +5 New
RWM
769
Rialto Wealth Management
New York
$913 +$167 +1 +25%
HIA
770
HFM Investment Advisors
New Jersey
$913 +$333 +2 +67%
SC
771
Stephens Consulting
Michigan
$913 +$833 +5 New
MCA
772
McGuire Capital Advisors
Oklahoma
$912 +$833 +5 New
AWM
773
Activest Wealth Management
Florida
$730 +$500 +3 +300%
RJA
774
Ross\Johnson & Associates
Minnesota
$730 +$666 +4 New
SWM
775
SHP Wealth Management
Massachusetts
$730 +$666 +4 New