Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

JACK IN THE BOX INC COM (JACK)

166 + Investors. Track Smart Money conviction in JACK. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
6Q ▼
Buyers last Q
41%

Smart Money Signals — JACK

Based on 155 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds reduced or closed their JACK positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 76% of 3.0Y peak

76% of all-time peak
155 funds currently hold this stock — 76% of the 3.0-year high of 204 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 21% fewer funds vs a year ago

fund count last 6Q
41 fewer hedge funds hold JACK compared to a year ago (-21% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 41% buying

74 buying108 selling
Last quarter: 108 funds reduced or exited vs 74 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new JACK position: 34 → 35 → 24 → 35. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

65% of holders stayed for 2+ years

65% conviction (2yr+) 16% medium 19% new
100 out of 155 hedge funds have held JACK for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~35 new funds/quarter

31 → 34 → 35 → 24 → 35 new funds/Q
New funds entering each quarter: 34 → 35 → 24 → 35. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 70% of holders stayed 2+ years

70% veterans 8% 1-2yr 21% new
Of 166 current holders: 117 (70%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
29 of 155 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.7
out of 10
Low Exit Risk
Exit risk score 2.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: JACK

How many hedge funds hold JACK — quarterly history vs. share price
Quarterly hedge fund ownership of JACK vs. share price

Market Analysis: JACK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JACK

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

25 top-rated funds 2 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: JACK
2026 Q1 Stats Unlock in 22 days 166 + Investors

Track Smart Money conviction in JACK. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 166 176 -5.68%
13F Shares 19M 21M -8.74%
Total Value $365M $417M -12.61%
New Positions 36 25 +11
Increased Positions 49 93 -44
Closed Positions 45 42 +3
Reduced Positions 91 77 +14
Total Calls 8 10 -20.0%
Total Puts 8 12 -33.33%
PUT/CALL Ratio 1.0 1.2 Neutral

Statistics: JACK

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Financial Highlights

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Institutional Holders (2026 Q1)

166 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JACK. Verified SEC 13F-HR filings.

Top 19 institutional holders of JACK — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 NOVEM GROUP 0.04% 35,200 $340K
2 Versant Capital Management, Inc 0.00% 2,955 $29K
3 True Wealth Design, LLC 0.00% 437 $4K
4 JNBA Financial Advisors 0.00% 400 $4K
5 HARBOR INVESTMENT ADVISORY, LLC 0.00% 180 $2K
6 Fortitude Family Office, LLC 0.00% 63
7 CoreCap Advisors, LLC 0.00% 321 $3K
8 GAMMA Investing LLC 0.00% 220 $2K
9 SIGNATUREFD, LLC 0.00% 296 $3K
10 Physician Wealth Advisors, Inc. 0.00% 29
11 Sterling Capital Management LLC 0.00% 188 $2K
12 MassMutual Private Wealth & Trust, FSB 0.00% 96
13 WOLFF WIESE MAGANA LLC 0.00% 4
14 Trust Co 0.00% 13
15 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% 16
16 Farther Finance Advisors, LLC 0.00% 55
17 Root Financial Partners, LLC 0.00% 8
18 Inspire Investing, LLC 0.00% 4
19 Leonteq Securities AG 0.00% 8
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — JACK IN THE BOX INC COM (JACK)

What does the Smart Money Trend signal show for JACK?

Selling streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds reduced or closed their JACK positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for JACK?

More sellers than buyers — 41% buying: Last quarter: 108 funds reduced or exited vs 74 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for JACK holders?

Strong quality — 32% AUM from major funds: 29 of 155 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held JACK?

65% of holders stayed for 2+ years: 100 out of 155 hedge funds have held JACK for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.