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Jack Henry & Associates

731 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, 248 increasing their positions, 271 reducing their positions, and 84 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 (-$2.3B)

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
731
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 +$175M
2 +$60.6M
3 +$47.4M
4
JP Morgan Chase
JP Morgan Chase
New York
+$39.9M
5
Citadel Advisors
Citadel Advisors
Florida
+$35.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
776
HB Wealth Management
Georgia
CCM
777
Charter Capital Management
Wisconsin
AFG
778
Atomi Financial Group
New York
SWA
779
SFMG Wealth Advisors
Texas
LNB
780
Ledyard National Bank
PFM
781
Patton Fund Management
Texas
TWP
782
Tempus Wealth Planning
California
WPC
783
Wedmont Private Capital
Pennsylvania
FFG
784
Floyd Financial Group
Missouri
QCM
785
QRG Capital Management
Illinois
GCA
786
Gallagher Capital Advisors
Texas
AAM
787
Aureus Asset Management
Massachusetts
DWT
788
Dorsey & Whitney Trust
South Dakota
RSWM
789
Robertson Stephens Wealth Management
California
BAM
790
Belpointe Asset Management
Nevada
HT
791
Heritage Trust
Oklahoma
PWP
792
Parkwoods Wealth Partners
New York
MFG
793
Merit Financial Group
Georgia
FFA
794
Founders Financial Alliance
North Carolina
GC
795
Garde Capital
Washington
SO
796
Sierra Ocean
California
GWM
797
Geneos Wealth Management
Colorado
AWM
798
Atticus Wealth Management
Florida
KIM
799
Kestra Investment Management
Texas
BIG
800
Brooklyn Investment Group
New York