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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
TCM
826
TruNorth Capital Management
Michigan
-$240K -1,316 Closed
LNB
827
Ledyard National Bank
-$232K -1,274 Closed
FFG
828
Floyd Financial Group
Missouri
-$201K -1,262 Closed
BAM
829
Belpointe Asset Management
Nevada
-$229K -1,257 Closed
TWM
830
Trueblood Wealth Management
Ohio
-$225K -1,233 Closed
SMC
831
Smith, Moore & Co
Missouri
-$224K -1,228 Closed
FMI
832
Frec Markets Inc
California
-$218K -1,193 Closed
TWP
833
Tempus Wealth Planning
California
-$215K -1,180 Closed
CWP
834
Cyndeo Wealth Partners
Florida
-$215K -1,179 Closed
NWMG
835
National Wealth Management Group
Ohio
-$212K -1,162 Closed
HT
836
Heritage Trust
Oklahoma
-$210K -1,150 Closed
IWM
837
IHT Wealth Management
Illinois
-$209K -1,148 Closed
PWP
838
Parkwoods Wealth Partners
New York
-$209K -1,147 Closed
MGIA
839
Moneta Group Investment Advisors
Missouri
-$208K -1,139 Closed
PDL
840
Portfolio Design Labs
California
-$207K -1,137 Closed
HPM
841
Hoxton Planning & Management
West Virginia
-$203K -1,110 Closed
PCA
842
Pallas Capital Advisors
Massachusetts
-$201K -1,099 Closed
ACM
843
Aster Capital Management
United Arab Emirates
-$185K -1,016 Closed
Walleye Capital
844
Walleye Capital
New York
-$183K -1,001 Closed
OC
845
Optima Capital
Oregon
-$112K -612 Closed
DZ Bank
846
DZ Bank
Germany
-$104K -572 Closed
FF
847
Friedenthal Financial
New Jersey
-$97.8K -536 Closed
Optiver Holding
848
Optiver Holding
Netherlands
-$97.8K -536 Closed
EI
849
EFG International
-$94.3K -517 Closed
LI
850
LRI Investments
Florida
-$89.2K -489 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.