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Jack Henry & Associates

716 hedge funds and large institutions have $12.6B invested in Jack Henry & Associates in 2025 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 272 increasing their positions, 252 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 63

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

8% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 252

3% more capital invested

Capital invested by funds: $12.3B → $12.6B (+$392M)

1% more funds holding

Funds holding: 711716 (+5)

0.39% less ownership

Funds ownership: 95.98%95.6% (-0.39%)

60% less call options, than puts

Call options by funds: $6.3M | Put options by funds: $15.6M

Holders
716
Holders Change
+5
Holders Change %
+0.7%
% of All Funds
9.6%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
83
Increased
272
Reduced
252
Closed
63
Calls
$6.3M
Puts
$15.6M
Net Calls
-$9.35M
Net Calls Change
-$6.51M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.61B -$2.11M -12,065 -0.1%
BlackRock
2
BlackRock
New York
$1.12B -$1.97M -11,273 -0.2%
Morgan Stanley
3
Morgan Stanley
New York
$916M +$58M +332,190 +7%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$873M +$134M +765,441 +19%
State Street
5
State Street
Massachusetts
$713M -$21M -120,367 -3%
APG Asset Management
6
APG Asset Management
Netherlands
$384M -$2.36M -13,539 -0.6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$371M +$7.58M +43,439 +2%
CIBC Private Wealth Group
8
CIBC Private Wealth Group
Georgia
$316M -$1.81M -10,370 -0.5%
Invesco
9
Invesco
Georgia
$298M -$73.2M -419,484 -20%
Wells Fargo
10
Wells Fargo
California
$254M +$9.08M +52,038 +4%
Mitsubishi UFJ Asset Management
11
Mitsubishi UFJ Asset Management
Japan
$250M +$8.43M +48,311 +4%
JP Morgan Chase
12
JP Morgan Chase
New York
$196M -$78.7M -450,782 -30%
Handelsbanken Fonder
13
Handelsbanken Fonder
Sweden
$184M +$14.3M +82,100 +9%
Mackenzie Financial
14
Mackenzie Financial
Ontario, Canada
$152M -$312K -1,789 -0.2%
Nordea Investment Management
15
Nordea Investment Management
Sweden
$151M +$8.14M +46,616 +6%
Northern Trust
16
Northern Trust
Illinois
$144M +$319K +1,830 +0.2%
Raymond James Financial
17
Raymond James Financial
Florida
$142M +$3.67M +21,040 +3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$124M -$4.42M -25,331 -4%
TIA
19
Tandem Investment Advisors
South Carolina
$119M +$14.4M +82,414 +15%
Neuberger Berman Group
20
Neuberger Berman Group
New York
$118M -$1.15M -6,581 -1%
Charles Schwab
21
Charles Schwab
California
$114M +$1.11M +6,342 +1%
TD Asset Management
22
TD Asset Management
Ontario, Canada
$108M -$2.45M -14,011 -2%
UBS AM
23
UBS AM
Illinois
$107M +$2.78M +15,933 +3%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$98.5M +$33.4M +191,224 +55%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$97.8M

JKHY Hedge Fund Activity: Q1 2025 in Review

716 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q1 2025, worth a combined $12.6B — up 3.2% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new JKHY positions and 63 closed out — a net gain of 20 holders — while 272 added to existing stakes and 252 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $134M. The largest seller was JP Morgan Chase, cutting an estimated $78.7M.

  • 716 institutional investors held Jack Henry & Associates (JKHY) as of Q1 2025, up from 711 in Q4 2024.
  • Funds reported $12.6B of Jack Henry & Associates stock for Q1 2025, up 3.2% quarter-over-quarter.
  • 83 funds opened new Jack Henry & Associates positions in Q1 2025 and 63 closed out, a net change of +20 holders.
  • The largest Jack Henry & Associates buyer in Q1 2025 was Kayne Anderson Rudnick Investment Management, an estimated $134M added.
  • The largest Jack Henry & Associates seller in Q1 2025 was JP Morgan Chase, an estimated $78.7M sold.

Based on aggregated 13F filings for Q1 2025.