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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
HFO
801
Heritage Family Offices
Arizona
-$422K -2,313 Closed
CFG
802
CMC Financial Group
Georgia
-$398K -2,180 Closed
BCI
803
Brinker Capital Investments
Pennsylvania
-$396K -2,172 Closed
MOS
804
MGO One Seven
Ohio
-$391K -2,144 Closed
SEA
805
Stegent Equity Advisors
Texas
-$389K -2,133 Closed
SFS
806
Security Financial Services
Indiana
-$382K -2,092 Closed
RC
807
RBF Capital
California
-$375K -2,057 Closed
BC
808
Bridgefront Capital
Texas
-$372K -2,037 Closed
CFG
809
Citizens Financial Group
Rhode Island
-$368K -2,018 Closed
QPW
810
Quantum Private Wealth
Florida
-$363K -1,987 Closed
AO
811
Advisor OS
Illinois
-$336K -1,842 Closed
DCM
812
DGS Capital Management
New Jersey
-$328K -1,795 Closed
DS
813
DRW Securities
Illinois
-$313K -1,714 Closed
GCM
814
Gallacher Capital Management
Colorado
-$312K -1,710 Closed
CNTOF
815
Canandaigua National Trust of Florida
New York
-$309K -1,693 Closed
TWM
816
Thrive Wealth Management
Pennsylvania
-$307K -1,680 Closed
EA
817
Everpar Advisors
Oklahoma
-$285K -1,564 Closed
SMA
818
Sage Mountain Advisors
Georgia
-$277K -1,516 Closed
FFM
819
Forum Financial Management
Illinois
-$275K -1,507 Closed
AFT
820
Alpha Family Trust
California
-$266K -1,460 Closed
SCM
821
Shelton Capital Management
Colorado
-$258K -1,412 Closed
A
822
AlphaQuest
New York
-$253K -1,388 Closed
FWIA
823
Fort Washington Investment Advisors
Ohio
-$250K -1,369 Closed
SAM
824
Sompo Asset Management
Japan
-$245K -1,340 Closed
TP
825
TritonPoint Partners
Maryland
-$244K -1,336 Closed

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.